UnitedHealth Group Incorporated (UNH): a bull case theory


We find a Alcista Thesis In UnitedHealth Group incorporated (UNH) in Sustack by Oguz Erkan. In this article, we will summarize the thesis of the bulls on UNH. The action of UnitedHealth Group incorporated (UNH) was quoted at $ 587.06 as of April 14th. The ANH UNH P/E was 37.85 and 19.72 respectively according to Yahoo Finance.

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United Group stands as a powerful complex in the health space, which benefits from the defensive nature of health insurance, a category of expenses that consumers prioritize even during economic recessions. In uncertain times, discretionary expenses such as technological improvements, dinner and travel are often the first to go, but health insurance remains untouchable due to catastrophic financial consequences of not having insurance. This dynamic gives health insurers, especially Unitedhealth, an exceptional price fixing power, allowing them to transmit increasing costs without losing customers. The Domain of UnitedHealth is backed by its vertical integration, particularly through its health services arm, Optum, which continues to grow to a healthy clip above 10% per year. Despite the recent concerns caused by the tragic death of his insurance CEO and the skepticism expressed by Bill Ackman regarding profitability, the fundamentals of the company remain without disconcerting. These events created temporary dislocations in the action, which long -term believers used as purchase opportunities. The income of UnitedHealth has been aggravated to 11% annually in the last five years, and despite the modest net profits and the yield of the capital margins to 5%, the consistency and resistance of its business model position it as a reliable performance in all market conditions. Its P/E of the 20 reflects a fair assessment, especially taking into account the current environment. The action has already earned 22% in the year in which a performance greater than a decrease in S&P 500 will be carried out, and still has a convincing opportunity for investors, particularly in any sauce below the level of $ 550. For those who seek an exposure to the test of rates with strong cost spending capabilities and a resistant growth engine, UnitedHealth remains a first level option. The combination of its indispensable service, stable finances and strategic integration make it a long -term winner, regardless of market cycles.

UnitedHealth Group Incorporated (UNH) is on our list of the 30 most popular actions between coverage funds. According to our database, 150 coverage fund portfolios remained to UNH at the end of the fourth quarter, which was 112 in the previous quarter. While we recognize the risk and potential of UNH as an investment, our conviction lies in the belief that some actions of AI are more promising to deliver greater returns and do so within a shorter period of time. If you are looking for an action of the cheaper stock.



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