Unitedhealth Group Incorporated Stock Beta
| UNH Stock | USD 237.77 11.79 4.72% |
By evaluating key metrics such as revenue growth, profitability, cash flow trends, and balance sheet strength, investors can better assess UnitedHealth Group's long-term financial health and intrinsic value.
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UnitedHealth Group Incorporated Company Beta Analysis
UnitedHealth Group's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current UnitedHealth Group Beta | 0.46 |
Most of UnitedHealth Group's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, UnitedHealth Group Incorporated is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
UnitedHealth Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for UnitedHealth Group is extremely important. It helps to project a fair market value of UnitedHealth Stock properly, considering its historical fundamentals such as Beta. Since UnitedHealth Group's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of UnitedHealth Group's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of UnitedHealth Group's interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, UnitedHealth Group Incorporated has a Beta of 0.457. This is 46.86% lower than that of the Health Care Providers & Services sector and significantly higher than that of the Health Care industry. The beta for all United States stocks is notably lower than that of the firm.
UnitedHealth Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses UnitedHealth Group's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of UnitedHealth Group could also be used in its relative valuation, which is a method of valuing UnitedHealth Group by comparing valuation metrics of similar companies.UnitedHealth Group is currently under evaluation in beta category among its peers.
UnitedHealth Group ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, UnitedHealth Group's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to UnitedHealth Group's managers, analysts, and investors.Environmental | Governance | Social |
UnitedHealth Group Institutional Holders
Institutional Holdings refers to the ownership stake in UnitedHealth Group that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of UnitedHealth Group's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing UnitedHealth Group's value.| Shares | Capital Research & Mgmt Co - Division 3 | 2025-03-31 | 16.7 M | Northern Trust Corp | 2025-03-31 | 9.3 M | Franklin Resources Inc | 2025-03-31 | 8.8 M | Royal Bank Of Canada | 2025-03-31 | 8.6 M | Bank Of America Corp | 2025-03-31 | 8.6 M | Bank Of New York Mellon Corp | 2025-03-31 | 8.1 M | Alliancebernstein L.p. | 2025-03-31 | 7.5 M | Ubs Asset Mgmt Americas Inc | 2025-03-31 | 7.4 M | Nuveen, Llc | 2025-03-31 | 7.3 M | Vanguard Group Inc | 2025-03-31 | 90.7 M | Blackrock Inc | 2025-03-31 | 74.3 M |
As returns on the market increase, UnitedHealth Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding UnitedHealth Group is expected to be smaller as well.
UnitedHealth Fundamentals
| Return On Equity | 0.22 | ||||
| Return On Asset | 0.0646 | ||||
| Profit Margin | 0.05 % | ||||
| Operating Margin | 0.05 % | ||||
| Current Valuation | 262.86 B | ||||
| Shares Outstanding | 907.14 M | ||||
| Shares Owned By Insiders | 0.26 % | ||||
| Shares Owned By Institutions | 90.58 % | ||||
| Number Of Shares Shorted | 12.71 M | ||||
| Price To Earning | 26.34 X | ||||
| Price To Book | 2.15 X | ||||
| Price To Sales | 0.51 X | ||||
| Revenue | 400.28 B | ||||
| Gross Profit | 88.12 B | ||||
| EBITDA | 28.08 B | ||||
| Net Income | 15.24 B | ||||
| Cash And Equivalents | 25.31 B | ||||
| Cash Per Share | 45.51 X | ||||
| Total Debt | 76.9 B | ||||
| Debt To Equity | 0.59 % | ||||
| Current Ratio | 0.78 X | ||||
| Book Value Per Share | 110.41 X | ||||
| Cash Flow From Operations | 24.2 B | ||||
| Short Ratio | 1.07 X | ||||
| Earnings Per Share | 23.11 X | ||||
| Price To Earnings To Growth | 0.93 X | ||||
| Target Price | 334.96 | ||||
| Number Of Employees | 400 K | ||||
| Beta | 0.46 | ||||
| Market Capitalization | 215.69 B | ||||
| Total Asset | 298.28 B | ||||
| Retained Earnings | 96.04 B | ||||
| Working Capital | (17.99 B) | ||||
| Current Asset | 31.64 B | ||||
| Current Liabilities | 42.9 B | ||||
| Annual Yield | 0.04 % | ||||
| Five Year Return | 1.35 % | ||||
| Net Asset | 298.28 B | ||||
| Last Dividend Paid | 8.51 |
About UnitedHealth Group Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze UnitedHealth Group Incorporated's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of UnitedHealth Group using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of UnitedHealth Group Incorporated based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Currently Active Assets on Macroaxis
| USOI | Credit Suisse X Links | |
| ULTY | Tidal Trust II | |
| CONY | YieldMax N Option | |
| BCAT | BlackRock Capital Allocation | |
| PDI | Pimco Dynamic Income |
Check out UnitedHealth Group Piotroski F Score and UnitedHealth Group Altman Z Score analysis. You can also try the Pattern Recognition module to use different Pattern Recognition models to time the market across multiple global exchanges.
Is Health Care Providers & Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of UnitedHealth Group. If investors know UnitedHealth will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about UnitedHealth Group listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.18) | Dividend Share 8.51 | Earnings Share 23.11 | Revenue Per Share | Quarterly Revenue Growth 0.129 |
The market value of UnitedHealth Group is measured differently than its book value, which is the value of UnitedHealth that is recorded on the company's balance sheet. Investors also form their own opinion of UnitedHealth Group's value that differs from its market value or its book value, called intrinsic value, which is UnitedHealth Group's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because UnitedHealth Group's market value can be influenced by many factors that don't directly affect UnitedHealth Group's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between UnitedHealth Group's value and its price as these two are different measures arrived at by different means. Investors typically determine if UnitedHealth Group is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, UnitedHealth Group's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.