Unitedhealth Stock Performance

UNH -  USA Stock  

USD 449.32  4.75  1.07%

Unitedhealth has performance score of 6 on a scale of 0 to 100. The entity has a beta of 1.0696, which indicates a somewhat significant risk relative to the market. Let's try to break down what Unitedhealth's beta means in this case. Unitedhealth returns are very sensitive to returns on the market. As the market goes up or down, Unitedhealth is expected to follow. Although it is extremely important to respect Unitedhealth Group current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By inspecting Unitedhealth Group technical indicators, you can presently evaluate if the expected return of 0.12% will be sustainable into the future. Unitedhealth Group right now has a risk of 1.35%. Please validate Unitedhealth coefficient of variation, treynor ratio, as well as the relationship between the Treynor Ratio and semi variance to decide if Unitedhealth will be following its existing price patterns.

Unitedhealth Stock Performance 

 
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Unitedhealth Performance
6 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Unitedhealth Group are ranked lower than 6 (%) of all global equities and portfolios over the last 90 days. Despite nearly sluggish basic indicators, Unitedhealth may actually be approaching a critical reversion point that can send shares even higher in January 2022. ...more

Unitedhealth Price Channel

Quick Ratio0.65
Fifty Two Week Low320.35
Target High Price522.00
Fifty Two Week High466.00
Payout Ratio34.32%
Trailing Annual Dividend Yield1.11%
Target Low Price360.00

Unitedhealth Relative Risk vs. Return Landscape

If you would invest  41,840  in Unitedhealth Group on September 7, 2021 and sell it today you would earn a total of  3,092  from holding Unitedhealth Group or generate 7.39% return on investment over 90 days. Unitedhealth Group is generating 0.1204% of daily returns assuming volatility of 1.3515% on return distribution over 90 days investment horizon. In other words, 11% of stocks are less volatile than Unitedhealth, and above 98% of all equities are expected to generate higher returns over the next 90 days.
 Daily Expected Return (%) 
      Risk (%) 
Considering the 90-day investment horizon Unitedhealth is expected to generate 1.62 times more return on investment than the market. However, the company is 1.62 times more volatile than its market benchmark. It trades about 0.09 of its potential returns per unit of risk. The DOW is currently generating roughly -0.02 per unit of risk.

Unitedhealth Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Unitedhealth's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Unitedhealth Group, and traders can use it to determine the average amount a Unitedhealth's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0891

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Estimated Market Risk
 1.35
  actual daily
 
 11 %
of total potential
 
1111
Expected Return
 0.12
  actual daily
 
 2 %
of total potential
 
22
Risk-Adjusted Return
 0.09
  actual daily
 
 6 %
of total potential
 
66
Based on monthly moving average Unitedhealth is performing at about 6% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Unitedhealth by adding it to a well-diversified portfolio.

About Unitedhealth Performance

To evaluate Unitedhealth Group Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Unitedhealth generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Unitedhealth Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Unitedhealth Group stock market performance in a much more refined way. At Macroaxis, we take it even further. The Macroaxis performance score is an integer between 0 and 100 that represents Unitedhealth's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2021
Effect of Exchange Rate Changes on Cash70.2 M75.7 M
Return on Investment 21.62  23.34 
Return on Average Assets 8.30  7.48 
Return on Average Equity 25.02  21.88 
Return on Invested Capital 0.37  0.53 
Return on Sales 0.08  0.09 
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. UnitedHealth Group Incorporated was incorporated in 1977 and is based in Minnetonka, Minnesota. Unitedhealth operates under Healthcare Plans classification in the United States and is traded on New York Stock Exchange. It employs 330000 people.

Things to note about Unitedhealth Group

Checking the ongoing alerts about Unitedhealth for important developments is a great way to find new opportunities for your next move. Our stock alerts and notifications screener for Unitedhealth Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Unitedhealth Alerts

Equity Alerts and Improvement Suggestions

The company has 48.22 B in debt with debt to equity (D/E) ratio of 0.66, which is OK given its current industry classification. Unitedhealth Group has a current ratio of 0.7, suggesting that it has not enough short term capital to pay financial commitments when the payables are due.
Over 89.0% of Unitedhealth outstanding shares are owned by institutional investors
Latest headline from MacroaxisInsider: Unitedhealth exotic insider transaction detected
Also, please take a look at World Market Map. Note that the Unitedhealth Group information on this page should be used as a complementary analysis to other Unitedhealth's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Equity Analysis module to research over 250,000 global equities including funds, stocks and ETFs to find investment opportunities.

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When running Unitedhealth Group price analysis, check to measure Unitedhealth's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Unitedhealth is operating at the current time. Most of Unitedhealth's value examination focuses on studying past and present price action to predict the probability of Unitedhealth's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Unitedhealth's price. Additionally, you may evaluate how the addition of Unitedhealth to your portfolios can decrease your overall portfolio volatility.
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Is Unitedhealth's industry 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. 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 listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
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's value that differs from its market value or its book value, called intrinsic value, which is Unitedhealth'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's market value can be influenced by many factors that don't directly affect Unitedhealth'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's value and its price as these two are different measures arrived at by different means. Investors typically determine Unitedhealth value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Unitedhealth'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.