Company Of The Day: UnitedHealth Group
What?
UnitedHealth Group (NYSE:UNH) posted a stronger than expected set of Q4 2021 results, with revenue rising 12.6% year-over-year to $73.74 billion and adjusted EPS coming in at $4.48.
Why?
- Will The Q1 Medical Care Ratio Define The Move In UnitedHealth Stock?
- Which Is A Better Pick – UnitedHealth Stock Or Humana?
- Should You Pick UnitedHealth Stock After A 15% Fall This Year?
- Should You Pick UnitedHealth Stock At $510 After A Q4 Beat?
- After An 11% Fall Last Year Is Humana A Better Pick Over UnitedHealth Stock?
- Is UnitedHealth Group Stock Fully Valued At $540?
Revenue growth was driven by robust demand for health insurance and the expansion of the company’s Optum health-services operations.
So What?
We estimate UnitedHealth Group’s Valuation to be around $470 per share which is in roughly line with the current market price. This represents a P/EBITDA multiple of 22 for the company based on our forecast for UnitedHealth Group EBITDA for the current fiscal year
See Our Complete Analysis For United Health
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| Returns | Jan 2022 MTD [1] |
2022 YTD [1] |
2017-22 Total [2] |
| UNH Return | -8% | -8% | 189% |
| S&P 500 Return | -3% | -3% | 106% |
| Trefis MS Portfolio Return | -9% | -9% | 256% |
[1] Month-to-date and year-to-date as of 1/19/2022
[2] Cumulative total returns since the end of 2016