Unitedhealth Stock Analysis

UNH -  USA Stock  

USD 421.90  6.33  1.52%

The current indifference towards the small price fluctuations of Unitedhealth created some momentum for stockholders as it was traded today as low as 415.31 and as high as 422.14 per share. The company management teams did not add any value to Unitedhealth Group investors in July. However, most investors can still diversify their portfolios with Unitedhealth to hedge their inherited risk against high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 0.92. The very small Stock volatility is a good signal to stockholders with longer-term investment horizons.
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The Unitedhealth stock analysis report makes it easy to digest most publicly released information about Unitedhealth and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Unitedhealth Stock analysis module also helps to analyze the Unitedhealth price relationship with some important fundamental indicators such as market cap and management efficiency.

Unitedhealth Stock Analysis Notes

About 89.0% of the company outstanding shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 1.67. Unitedhealth Group recorded earning per share (EPS) of 17.59. The entity next dividend is scheduled to be issued on the 18th of June 2021. The firm had 2:1 split on the 31st of May 2005. 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. For more information please call Andrew Witty at 952 936-1300 or visit www.unitedhealthgroup.com.

Unitedhealth Group Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Unitedhealth's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Unitedhealth Group or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
The company has 46.26 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 0.68, 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 www.fool.com: Exercise or conversion by John Rex of 52972 shares of Unitedhealth subject to Rule 16b-3

Unitedhealth Group Upcoming and Recent Events

Earnings reports are used by Unitedhealth to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Unitedhealth previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
Upcoming Quarterly Report13th of October 2021
Next Earnings Report19th of January 2022
Next Fiscal Quarter End30th of September 2021
Next Fiscal Year End19th of January 2022
Last Quarter Report30th of June 2021
Last Earning Announcement30th of September 2020

Unitedhealth Largest EPS Surprises

Earnings surprises can significantly impact Unitedhealth's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2000-02-10
1999-12-310.10.110.0110 
1999-08-05
1999-06-300.090.10.0111 
2000-10-27
2000-09-300.120.140.0216 
View All Earnings Estimates

Unitedhealth Thematic Classifications

In addition to having Unitedhealth stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Obamacare Repeal IdeaObamacare Repeal
Large healthcare related equities associated with Obamacare
Health Management IdeaHealth Management
Healthcare providers, hospitals

Unitedhealth Market Capitalization

The company currently falls under 'Mega-Cap' category with total capitalization of 389.01 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Unitedhealth's market, we take the total number of its shares issued and multiply it by Unitedhealth's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Unitedhealth Profitablity

Unitedhealth's profitability indicators refer to fundamental financial ratios that showcase Unitedhealth's ability to generate income relative to its revenue or operating costs. If, let's say, Unitedhealth is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Unitedhealth's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Unitedhealth's profitability requires more research than a typical breakdown of Unitedhealth's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 6.42 %, which may imply that it executes well on its competitive polices and has reasonable control over its expenses and variable costs. This is very large. In the same way, it shows Net Operating Margin of 9.99 %, which entails that for every 100 dollars of revenue, it generated 0.1 of operating income.
Last ReportedProjected for 2021
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 

Management Efficiency

The entity has Return on Asset of 7.66 % which means that on every $100 spent on asset, it made $7.66 of profit. This is considered to be average in the sector. In the same way, it shows return on shareholders equity (ROE) of 26.15 %, implying that it generated $26.15 on every 100 dollars invested. Unitedhealth management efficiency ratios could be used to measure how well unitedhealth group manages its routine affairs as well as how well it operates its assets and liabilities. Unitedhealth Return on Sales is most likely to increase slightly in the upcoming years. The last year's value of Return on Sales was reported at 0.08. Unitedhealth Assets Non Current are most likely to increase significantly in the upcoming years. The last year's value of Assets Non Current was reported at 80.04 Billion. The current Goodwill and Intangible Assets is estimated to increase to about 54.5 B, while Tax Assets are projected to decrease to roughly 447.4 M.
Last ReportedProjected for 2021
Book Value per Share 36.18  39.04 
Enterprise Value over EBIT 14.95  13.52 
Enterprise Value over EBITDA 13.31  12.25 
Price to Book Value 4.58  4.44 
Tangible Assets Book Value per Share 63.04  68.02 
Enterprise Value155.5 B167.8 B
Tangible Asset Value60 B64.8 B

Technical Drivers

As of the 3rd of August, Unitedhealth has the Coefficient Of Variation of 1044.37, semi deviation of 0.9549, and Risk Adjusted Performance of 0.0725. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Unitedhealth Group, as well as the relationship between them. In other words, you can use this information to find out if the company will indeed mirror its model of past prices and volume data, or the prices will eventually revert. We were able to interpolate nineteen technical drivers for Unitedhealth Group, which can be compared to its competition. Please validate Unitedhealth Group coefficient of variation, treynor ratio, as well as the relationship between the Treynor Ratio and semi variance to decide if Unitedhealth is priced more or less accurately, providing market reflects its prevalent price of 421.9 per share. Given that Unitedhealth Group has jensen alpha of 0.0389, we advise you to double-check Unitedhealth Group's current market performance to make sure the company can sustain itself at a future point.

Unitedhealth Group Price Movement Analysis

Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. The Triple Exponential Moving Average (T3) indicator is developed by Tim Tillson as Unitedhealth Group price series composite of a single exponential moving average, a double exponential moving average and a triple exponential moving average. View also all equity analysis or get more info about triple exponential moving average t3 overlap studies indicator.

Unitedhealth Group Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Unitedhealth insiders, such as employees or executives, is commonly permitted as long as it does not rely on Unitedhealth's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Unitedhealth insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Unitedhealth Outstanding Bonds

Unitedhealth issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Unitedhealth Group uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Unitedhealth bonds can be classified according to their maturity, which is the date when Unitedhealth Group has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
MaturityCouponRating
UNITEDHEALTH GROUP INC03/15/20365.8
A
UNITEDHEALTH GROUP INC06/15/20376.5
A+
UNITEDHEALTH GROUP INC11/15/20376.625
A+
UNITEDHEALTH GROUP INC02/15/20386.875
A+
UNITEDHEALTH GROUP INC10/15/20405.7
A+
UNITEDHEALTH GROUP INC02/15/20415.95
A+
UNITEDHEALTH GROUP INC11/15/20213.375
A+
UNITEDHEALTH GROUP INC11/15/20414.625
A+

Unitedhealth Technical and Predictive Indicators

Unitedhealth Forecast Models

Unitedhealth time-series forecasting models is one of many Unitedhealth's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Unitedhealth's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Unitedhealth Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Unitedhealth stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Unitedhealth shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Unitedhealth. By using and applying Unitedhealth Stock analysis, traders can create a robust methodology for identifying Unitedhealth entry and exit points for their positions.
Last ReportedProjected for 2021
Operating Margin 8.71  9.15 
EBITDA Margin 9.42  9.94 
Gross Margin 9.84  10.39 
Profit Margin 5.99  5.21 
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.

Current Unitedhealth Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Unitedhealth analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Unitedhealth analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
454.56Buy18Odds
Unitedhealth Group current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Unitedhealth analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Unitedhealth stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Unitedhealth Group, talking to its executives and customers, or listening to Unitedhealth conference calls.
Unitedhealth Analyst Advice Details

Unitedhealth Stock Analysis Indicators

Unitedhealth Group stock analysis indicators help investors evaluate how Unitedhealth stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Unitedhealth shares will generate the highest return on investment. By understating and applying Unitedhealth stock analysis, traders can identify Unitedhealth position entry and exit signals to maximize returns.
Quick Ratio0.63
Trailing Annual Dividend Rate5.00
Fifty Two Week Low289.64
Revenue Growth9.00%
Payout Ratio28.43%
Average Daily Volume Last 10 Day1.97M
Shares Short Prior Month6.88M
Average Daily Volume In Three Month2.94M
Earnings Growth44.30%
Shares Percent Shares Out0.68%
Earnings Quarterly Growth43.80%
Gross Margins26.24%
Forward Price Earnings19.29
Short Percent Of Float0.68%
Float Shares938.34M
Fifty Two Week High425.98
Fifty Day Average407.20
Enterprise Value To Ebitda15.86
Two Hundred Day Average379.58
Enterprise Value To Revenue1.58
Trailing Annual Dividend Yield1.21%
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 Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.

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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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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 Group underlying business (such as 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.