Stock analysis · Bull Rankings model

UNH analysis

UnitedHealth Group IncorporatedHealthcare Plans. Scored on the same transparent model behind the daily rankings.

UNH
UnitedHealth Group Incorporated · Healthcare Plans
FCF$19.7bA-
Rev+11.8%B
D/E0.69C+
P/E30.3xB
PEG1.26B
62.5Score
$402.19$361.0B
1Y Target$475.23Analyst consensus · 26 analysts
5Y Target$695.79Compound horizon
10Y Target$1,032Long-dated conviction
FCF$19.7bTTM · 03/26
A-
FCF $19.7b — top-quartile, exceptional for any sector · TTM computed from 4 most-recent quarters (TTM · 03/26).
Rev+11.8%FY YoY
B
Revenue +11.8% — at or above S&P median · Computed from last two annual revenue figures (FY YoY).
D/E0.69
C+
D/E 0.69 — above the Healthcare debt median (≈75th pctile)
P/E30.3x
B
P/E 30.3 — near the Healthcare median (≈60th pctile)
PEG1.26
B
PEG 1.26 — acceptable premium for growth

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 62.5
Quality0.59
Growth0.87
Value0.48
Why this score
  • Raising its dividend
Entry · Margin of safety
52-week rangeNear 52-week high
13% off the 12-month high
vs DCF fair value29% belowest. fair value ~$570
What the price assumes: free cash flow compounding at ~0% a year for the next decade — vs the ~13% a year our model projects from current growth and analyst estimates.

Model-generatedGenerated by the Bull Rankings model from this company's reported fundamentals, and checked against the figures shown above.

Why now
Healthcare Plans · market cap $361.0b. 13% off the 52-week high of $461.62. Revenue growing +12%, comfortably above the S&P median. 26 sell-side analysts rate this a Buy with a mean 1-yr target of $475.23 (implying +18% upside).
Moat
ROE 14% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 139% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $361.0b market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Trailing P/E 30x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 3.1% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
Horizon
1-3 yr $475.23 (26-analyst consensus) — fundamentals + valuation re-rating. 5 yr $695.79 at ~12% CAGR — compounding case rests on the competitive position widening. 10 yr $1,032 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

UNH vs the Top Picks average

PillarUNHBook avgDiff
Quality0.590.84-0.26
Growth0.870.92-0.05
Value0.480.75-0.27

Averaged across the 30 names in today's Top Picks (mean score 82.9). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
+4.2 over 39 daily scores
From 58.3 (Jun 22) → 62.5 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
4
Position size
$1,609
3.2% of portfolio
Stop price
$301.64
25% below $402.19
$ at risk if stopped
$402.19
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

UnitedHealth Group Incorporated (UNH): score, valuation & FAQ

UnitedHealth Group Incorporated (UNH) is a Healthcare Plans company that scores 62.5 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are FCF (A-). On valuation, UNH sits about 29% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 0% annual free-cash-flow growth over the next decade.

Is UNH a good stock to buy?

Bull Rankings scores UNH 62.5 out of 100 on its quality-growth model, which is a middling reading. That is driven by FCF (A-). A score is a quantitative screen of UnitedHealth Group Incorporated's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does UNH score 62.5 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). UNH earns its highest marks on FCF (A-). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is UNH overvalued or undervalued?

Based on $402.19, UNH sits about 29% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 0% annual free-cash-flow growth over the next decade. It trades at a 30.3x× P/E (graded B). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in UNH?

Trailing P/E 30x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. Net margin 3.1% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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