UnitedHealth Group $UNH (-0,46%)
is still a giant in the US healthcare market - but but the share is currently trading at around USD 356, down a whopping 36% on the previous year. Despite high analyst targets and historical strength, the Group is facing noticeable challenges, while major competitors such as CVS Health and Elevance Health are catching up on key metrics.
Strong base:
UnitedHealth Group remains the industry leader with around USD 400.3 billion in annual sales and USD 322.96 billion in market capitalization. The company continues to grow - sales rose by 7.7% in 2024 and are expected to increase by as much as 12% in 2025. The dividend has been increased without interruption for 15 years and the yield is currently 1.7 %.
Valuation & growth:
With a price/earnings (P/E) ratio of 21.8x (2025), the share is not expensive for a market leader, especially in view of forecast earnings growth of 5.2%. Analysts have issued an average price target of USD 372.04 - which would correspond to an increase of 4%. The most optimistic analysts even see potential up to USD 626.
Opportunities/risks, etc. in my blog.
https://steady.page/de/finanzen-anders/posts/c2335bfc-a7a2-4b7d-a08c-e736307291c2
