Here are some sample widgets you could interact with from this dashboard:
(1) Revenues expected to be slightly below consensus estimates
Trefis estimates UNH's Q3 2021 revenues to be $70.4 Bil, slightly below the consensus estimate of $71.2 Bil
Estimated Revenues - 2021Q3(E)
Trefis Estimates for UnitedHealth Revenues:
Expected Change (YoY): 8.1%
The chart to the right highlights trends in UnitedHealth's Revenues over the last four quarters along with our forecast for Q3 2021.
Quarterly Revenue Trend
(2) EPS likely to marginally miss consensus estimates
UNH's Q3 2021 earnings per share (EPS) expected to be $4.32 per Trefis analysis, marginally missing the consensus estimate of $4.4 by 1.8%
Estimated EPS- 2021Q3(E)
Trefis Estimates for UnitedHealth EPS:
Expected Change (YoY): 29.3%
The chart to the right highlights trends in UNH's EPS over the last four quarters along with our forecast for Q3 2021.
Quarterly EPS Trend
(3) Stock price estimate 13% higher than current market price
Trefis maintains a fair value of $460 for UNH's stock as opposed to the current market price of roughly $408.
UNH Stock Price
The Trefis Price Estimate for UnitedHealth stock represents the fair value for the company's stock over a one-year horizon.
Details about the chances of a rise in UNH stock in the near term can be found in a separate interactive dashboard.
The chart to the right highlights trends in UNH's stock price at the end of each of the last four quarters as well as the current stock price.
Stock Price (Quarter End)
#1. Estimating UnitedHealth's Total Revenues:
UnitedHealth's Revenues have seen a significant increase of 18.5% from around $286 Bil in FY2018 to $339 Bil in FY2020 and we expect it to increase to $372 Bil in FY2021
A Separate Interactive Dashboard Analysis On UnitedHealth's Revenues Details How The Company Makes Money.
Comparing UnitedHealth's Total Revenues with that of its Peers
UnitedHealth - Total Revenue
CVS Health - Total Revenue
#2. Deriving UnitedHealth's Adjusted Net Income:
UnitedHealth's Adjusted Net Income has increased from around $13 Bil in FY2018 to $16 Bil in FY2020 and we expect it to increase to $18 Bil in FY2021
This change is likely to be led by higher revenues and improved margins.
A Separate Interactive Dashboard Analysis On UnitedHealth's Margins Highlights The Company's Various Expenses Components In Detail.
Adjusted Net Income [AxB]
Adjusted Net Income Margin [A]
Total Revenue [B]
#3. Determining UnitedHealth's Adjusted EPS:
UnitedHealth's Adjusted EPS has increased from $12.88 in FY2018 to $16.88 in FY2020 and we expect it to increase to $18.77 in FY2021
The change in EPS can be attributed to an increase in adjusted net income and a lower expected share count due to stock repurchases.
Adjusted EPS [A÷B]
Adjusted Net Income [A]
Shares Outstanding [B]
#4. Estimating UnitedHealth's Share Price:
Our Price Estimate of $460 For UnitedHealth's Stock is based on our Detailed Valuation Model, and implies a 24.5x P/E Multiple on expected FY2021 Adjusted EPS of $18.77
Trefis Price Estimate [AxB]
Adjusted EPS [A]
P/E Multiple [B]
Comparing UnitedHealth's Historical P/E Multiple with that of its Peers
UnitedHealth P/E Multiple
CVS Health P/E Multiple