UnitedHealth Group Incorporated (UNH)
UnitedHealth Group Incorporated is a diversified healthcare company that operates through several subsidiaries, including UnitedHealthcare, Optum, and UnitedHealth Group International. The company provides various healthcare services and products, including medical insurance, pharmacy benefits management, and healthcare consulting. UnitedHealth Group is one of the largest healthcare companies in the world, with a global presence and over 300,000 employees.
Company Info
| ISIN | US91324P1021 |
|---|---|
| CUSIP | 91324P102 |
| Sector | Healthcare |
| Industry | Healthcare Plans |
Highlights
| Market Cap | $522.68B |
|---|---|
| EPS (TTM) | $15.37 |
| PE Ratio | 36.83 |
| PEG Ratio | 1.49 |
| Total Revenue (TTM) | $392.72B |
| Gross Profit (TTM) | $13.12B |
| EBITDA (TTM) | $27.22B |
| Year Range | $433.00 - $608.63 |
| Target Price | $620.75 |
| Short % | 0.85% |
| Short Ratio | 2.58 |
Share Price Chart
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Compare to other instruments
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Popular comparisons: UNH vs. LLY, UNH vs. JNJ, UNH vs. ELV, UNH vs. VOO, UNH vs. CRM, UNH vs. PFE, UNH vs. MCK, UNH vs. BLK, UNH vs. CVS, UNH vs. XOM
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in UnitedHealth Group Incorporated, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
UnitedHealth Group Incorporated had a return of 9.47% year-to-date (YTD) and 8.78% in the last 12 months. Over the past 10 years, UnitedHealth Group Incorporated had an annualized return of 22.03%, outperforming the S&P 500 benchmark which had an annualized return of 11.71%.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | 9.47% | 22.95% |
| 1 month | -1.90% | 4.39% |
| 6 months | 14.55% | 18.07% |
| 1 year | 8.78% | 37.09% |
| 5 years (annualized) | 20.13% | 14.48% |
| 10 years (annualized) | 22.03% | 11.71% |
Monthly Returns
The table below presents the monthly returns of UNH, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -2.80% | -3.54% | 0.62% | -2.22% | 2.41% | 3.24% | 13.14% | 2.44% | -0.58% | 9.47% | |||
| 2023 | -5.85% | -4.66% | -0.35% | 4.13% | -0.99% | -0.95% | 5.35% | -5.88% | 6.21% | 6.22% | 3.25% | -4.47% | 0.79% |
| 2022 | -5.89% | 0.70% | 7.48% | -0.28% | -2.31% | 3.76% | 5.59% | -4.24% | -2.45% | 9.92% | -1.33% | -2.91% | 6.94% |
| 2021 | -4.88% | -0.41% | 12.39% | 7.18% | 3.29% | -2.43% | 2.94% | 0.98% | -5.80% | 17.85% | -3.53% | 13.41% | 45.20% |
| 2020 | -7.32% | -6.42% | -1.76% | 17.28% | 4.23% | -2.83% | 2.65% | 3.23% | 0.16% | -2.13% | 10.22% | 4.64% | 21.25% |
| 2019 | 8.46% | -10.36% | 2.47% | -5.74% | 3.75% | 1.36% | 2.05% | -6.03% | -6.69% | 16.28% | 10.75% | 5.45% | 20.00% |
| 2018 | 7.40% | -4.49% | -5.06% | 10.47% | 2.16% | 1.95% | 3.21% | 6.02% | -0.57% | -1.76% | 8.00% | -11.46% | 14.52% |
| 2017 | 1.29% | 2.02% | -0.46% | 6.63% | 0.17% | 6.28% | 3.45% | 3.70% | -1.16% | 7.34% | 8.91% | -3.38% | 39.83% |
| 2016 | -2.11% | 3.42% | 8.68% | 2.16% | 1.51% | 6.11% | 1.42% | -4.99% | 3.38% | 0.95% | 12.47% | 1.09% | 38.41% |
| 2015 | 5.10% | 6.95% | 4.45% | -5.82% | 7.91% | 1.92% | -0.49% | -4.70% | 0.70% | 1.53% | -4.30% | 4.82% | 18.27% |
| 2014 | -4.01% | 6.90% | 6.49% | -8.48% | 6.12% | 3.14% | -0.86% | 6.95% | -0.07% | 10.16% | 3.81% | 2.88% | 36.46% |
| 2013 | 1.79% | -3.19% | 7.45% | 4.75% | 4.51% | 5.01% | 11.26% | -1.52% | 0.19% | -4.68% | 9.11% | 1.49% | 41.04% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of UNH is 47, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for UnitedHealth Group Incorporated (UNH) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
UnitedHealth Group Incorporated granted a 1.40% dividend yield in the last twelve months. The annual payout for that period amounted to $7.96 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $7.96 | $7.29 | $6.40 | $5.60 | $4.83 | $4.14 | $3.45 | $2.88 | $2.38 | $1.88 | $1.41 | $1.05 |
Dividend yield | 1.40% | 1.38% | 1.21% | 1.12% | 1.38% | 1.41% | 1.38% | 1.30% | 1.48% | 1.59% | 1.39% | 1.40% |
Monthly Dividends
The table displays the monthly dividend distributions for UnitedHealth Group Incorporated. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $1.88 | $0.00 | $0.00 | $2.10 | $0.00 | $0.00 | $2.10 | $0.00 | $6.08 | ||
| 2023 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $1.88 | $0.00 | $0.00 | $1.88 | $0.00 | $0.00 | $1.88 | $7.29 |
| 2022 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $1.65 | $0.00 | $0.00 | $1.65 | $6.40 |
| 2021 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $1.45 | $0.00 | $0.00 | $1.45 | $5.60 |
| 2020 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.25 | $0.00 | $0.00 | $1.25 | $4.83 |
| 2019 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.08 | $0.00 | $0.00 | $1.08 | $4.14 |
| 2018 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.90 | $0.00 | $0.00 | $0.90 | $0.00 | $0.90 | $0.00 | $3.45 |
| 2017 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.75 | $0.00 | $0.00 | $0.75 | $0.00 | $0.75 | $0.00 | $2.88 |
| 2016 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.63 | $0.00 | $0.00 | $0.63 | $0.00 | $0.63 | $0.00 | $2.38 |
| 2015 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $1.88 |
| 2014 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $0.00 | $0.00 | $0.38 | $1.41 |
| 2013 | $0.21 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $1.05 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the UnitedHealth Group Incorporated. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the UnitedHealth Group Incorporated was 82.67%, occurring on Nov 17, 1987. Recovery took 643 trading sessions.
The current UnitedHealth Group Incorporated drawdown is 5.91%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -82.67% | Apr 9, 1986 | 409 | Nov 17, 1987 | 643 | Jun 5, 1990 | 1052 |
| -74.4% | Dec 22, 2005 | 734 | Nov 20, 2008 | 1095 | Apr 2, 2013 | 1829 |
| -56.96% | May 15, 1998 | 64 | Aug 14, 1998 | 441 | May 15, 2000 | 505 |
| -53.97% | Feb 14, 1996 | 103 | Jul 11, 1996 | 436 | Apr 2, 1998 | 539 |
| -36.96% | Feb 5, 1993 | 11 | Feb 22, 1993 | 99 | Jul 14, 1993 | 110 |
Volatility
Volatility Chart
The current UnitedHealth Group Incorporated volatility is 9.81%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of UnitedHealth Group Incorporated compared to its peers in the Healthcare Plans industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for UNH in comparison to other companies of the Healthcare Plans industry. Currently, UNH has a PE value of 36.8. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for UNH in comparison to other companies of the Healthcare Plans industry. Currently, UNH has a PEG value of 1.5. This PEG ratio falls in the average range for the industry.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for UnitedHealth Group Incorporated.
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Income Statement
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