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UNH

Unpacking UnitedHealth (UNH) – Key Insights for Investors

UnitedHealth shares fell by -1.9% during the day's morning session, and are now trading at a price of $348.46. Is it time to buy the dip? To better answer that question, it's essential to check if the market is valuing the company's shares fairly in terms of its earnings and equity levels.

an Increase in Expected Earnings Improves Its Value Outlook but Trades Above Its Graham Number:

UnitedHealth Group Incorporated operates as a health care company in the United States and internationally. The company belongs to the Health Care sector, which has an average price to earnings (P/E) ratio of 22.94 and an average price to book (P/B) ratio of 3.19. In contrast, UnitedHealth has a trailing 12 month P/E ratio of 18.2 and a P/B ratio of 3.12.

UnitedHealth has moved -37.1% over the last year compared to 20.8% for the S&P 500 — a difference of -57.8%. UnitedHealth has a 52 week high of $630.73 and a 52 week low of $234.6.

EPS Trend Sustained Primarily by Reducing the Number of Shares Outstanding:

2019 2020 2021 2022 2023 2024
Revenue (M) $242,155 $257,141 $287,597 $324,162 $371,622 $400,278
Operating Margins 8% 9% 8% 9% 9% 8%
Net Margins 6% 6% 6% 6% 6% 4%
Net Income (M) $13,839 $15,403 $17,285 $20,120 $22,381 $14,405
Net Interest Expense (M) $1,704 $1,663 $1,660 $2,092 $3,246 $3,906
Depreciation & Amort. (M) $2,720 $2,891 $3,103 $3,400 $3,972 $1,000
Diluted Shares (M) 966 961 956 950 938 929
Earnings Per Share $14.33 $16.03 $18.08 $21.18 $23.86 $15.51
EPS Growth n/a 11.86% 12.79% 17.15% 12.65% -35.0%
Avg. Price $235.1 $288.6 $392.65 $484.27 $526.47 $355.26
P/E Ratio 16.16 17.78 21.42 22.56 21.83 22.71
Free Cash Flow (M) $16,392 $20,123 $19,889 $23,404 $25,682 $20,705
CAPEX (M) $2,071 $2,051 $2,454 $2,802 $3,386 $3,499
EV / EBITDA 11.39 11.87 14.62 15.39 14.54 11.39
Total Debt (M) $40,678 $43,467 $46,003 $57,623 $62,537 $76,904
Net Debt / EBITDA 1.33 1.05 0.91 1.08 1.02 1.55
Current Ratio 0.69 0.74 0.79 0.77 0.79 0.83

UnitedHealth has growing revenues and increasing reinvestment in the business and strong operating margins with a stable trend. Additionally, the company's financial statements display generally positive cash flows and healthy leverage levels. However, the firm suffers from EPS growth achieved by reducing the number of outstanding shares and not enough current assets to cover current liabilities because its current ratio is 0.83.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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