Let’s check out UnitedHealth Group today:
UNH is solid across the board with the most relative weakness in valuation. It honestly could be easy to mistake the growth of the company with something more akin to a tech stock than a healthcare stock:
That increase in valuation has been justified from a revenue perspective:
As the price-to-sales ratio has only grown modestly over the last ten years:
In terms of profit, things have been a little choppy lately:
Because of that, price-to-earnings has jumped in the last few quarters:
However, profitability has been fairly steady:
The balance sheet has grown along with market capitalization:
Unfortunately, asset growth has outpaced revenue growth to some extent:
Though the return on those assets has been fairly uneventful in terms of change:
Overall, these are solid numbers, especially for a stock that is so large but then rarely talked about when compared to the likes of big tech. UNH is definitely a company to analyze if one is looking to dig deeper in the healthcare sector.
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this is a great post. the market cap chart's almost vertical rise over the past couple of years definitely made me go "hmm"... and the PE definitely looks rich now considering I am not sure where the new high growth areas of revenue+profit would be for a company of this size going forward