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UnitedHealth Group Inc (UNH)

Health Care Providers and Services
Salud
defensivo
dividend achiever

UnitedHealth Group Incorporated operates as a health care company in the United States and internationally. The company operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized employers, small businesses, and individuals; health care coverage, and health and well-being services to individuals age 50 and older; Medicaid plans, children’s health insurance and health care programs; and health care benefits products and services to state programs caring for the economically disadvantaged, medically underserved, and those without the benefit of employer-funded health care coverage. The Optum Health segment provides care delivery, care management, wellness and consumer engagement, and health financial services patients, consumers, care delivery systems, providers, employers, payers, and public-sector entities. The Optum Insight segment offers software and information products, advisory consulting arrangements, and managed services outsourcing contracts to hospital systems, physicians, health plans, governments, life sciences companies, and other organizations. The Optum Rx segment provides pharmacy care services and programs, including retail network contracting, home delivery, specialty and community health pharmacy services, infusion, and purchasing and clinical capabilities, as well as develops programs in the areas of step therapy, formulary management, drug adherence, and disease and drug therapy management. UnitedHealth Group Incorporated was founded in 1974 and is based in Eden Prairie, Minnesota.

Precio Actual

$343.98
-0.83% vs día anterior

Capitalización

312B

Desviación

-13.64%

Y/Y Growth

6.3%

EBIT Margin

5.3%

ROIC

15%

PEG Ratio

N/A

ROE

22.5%

3Y EPS Growth

-3%

Dividend Yield

2.38%

Net Debt / EBITDA

1.5x

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
6.4%
CAGR EV/FCF (2026):
15.8%
CAGR Prom.:
8.3%
CAGR P/E:
9.1%
CAGR EV/EBITDA: 8.7%
CAGR EV/EBIT: 9.1%
Precio de compra para +15%:
$218.65

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
21x
(Fair: 2x)
EV/FCF
18x
EV/EBITDA
14x
EV/EBIT
16x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
18x
Fair P/E
2x
CAGR EV/FCF
Tu Múltiplo: 18x
6.4%
6.4%
-31.4%
CAGR P/E
Tu Múltiplo: 21x
9.1%
5.8%
-31.9%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-284.96%
Media vs. Gold
+0.23%
Media vs. Bono USA 7-10y
+11.32%
Media vs. Bono USA 1-3y
+10.47%
Media vs. Bono USA 20+y
+12.47%
Media vs. Dow Jones
-0.82%
Media vs. S&P 500
-3.06%
Media vs. NASDAQ 100
-8.98%
Media vs. MSCI World
-0.68%
Media vs. Russell 2000
+2.45%
Media vs. STOXX Europe 600
+5.45%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento UNH
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2026
YTD en Vivo
2.25%3.95%-1.69%4.06%-1.81%0.23%+2.02%-0.04%+2.29%1.03%+1.22%2.32%-0.07%1.57%+0.68%1.88%+0.38%1.62%+0.63%4.62%-2.37%2.27%-0.02%
2025
-34.57%110.77%-145.34%26.96%-61.52%-3.73%-30.84%0.05%-34.62%-11.17%-23.40%12.80%-47.37%24.01%-58.58%30.78%-65.35%17.88%-52.45%10.80%-45.37%5.50%-40.07%
2024
-6.21%153.66%-159.87%11.76%-17.96%-0.15%-6.06%0.98%-7.19%-2.54%-3.66%13.74%-19.95%24.73%-30.94%44.52%-50.73%21.92%-28.13%15.78%-21.99%11.67%-17.88%
2023
1.51%-65.23%+66.74%0.78%+0.73%-15.93%+17.44%-5.00%+6.51%-31.00%+32.51%-9.40%+10.91%-19.95%+21.46%-33.89%+35.40%-19.70%+21.21%-22.50%+24.01%-13.29%+14.80%
2022
5.55%60.33%-54.78%-6.24%+11.79%-4.15%+9.71%-0.98%+6.54%-5.94%+11.49%20.23%-14.68%28.79%-23.24%23.20%-17.65%21.22%-15.67%15.39%-9.83%21.66%-16.11%
2021
43.67%301.93%-258.25%23.90%+19.77%8.33%+35.35%2.02%+41.65%15.12%+28.55%6.02%+37.65%15.29%+28.38%41.75%+1.92%12.94%+30.73%18.48%+25.19%-4.64%+48.31%
2020
19.89%88.85%-68.96%17.78%+2.11%5.55%+14.34%1.20%+18.69%10.91%+8.98%21.91%-2.02%28.34%-8.45%34.60%-14.71%25.23%-5.34%23.05%-3.16%23.42%-3.53%
2019
20.74%-71.79%+92.53%-3.12%+23.85%-0.97%+21.71%-0.24%+20.97%-3.17%+23.91%-6.03%+26.76%-7.01%+27.75%-5.30%+26.04%-11.16%+31.90%-13.00%+33.73%-13.42%+34.16%
2018
12.64%1,184.56%-1,171.92%11.93%+0.71%0.76%+11.88%-0.63%+13.27%6.03%+6.61%24.33%-11.69%18.42%-5.77%27.16%-14.51%19.45%-6.81%12.45%+0.19%7.16%+5.48%
2017
36.55%1,184.56%-1,148.01%11.93%+24.62%-1.15%+37.70%-0.02%+36.57%-1.91%+38.46%24.33%+12.22%18.42%+18.13%27.16%+9.39%19.45%+17.10%12.45%+24.10%7.16%+29.39%
Media10.20%295.16%-284.96%9.97%+0.23%-1.12%+11.32%-0.27%+10.47%-2.26%+12.47%11.03%-0.82%13.26%-3.06%19.18%-8.98%10.89%-0.68%7.75%+2.45%4.75%+5.45%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
9/24/20256.3%5.3%1.5x21x(21x)18x14x16x$398.30$352.47$391.28$414.83$439.79

Historial de Dividendos

Evolución de los dividendos por acción pagados durante los últimos 10 años.Dividend Achiever - 10+ años de crecimiento continuo

Dividend Yield Actual
2.38%
Basado en 2026
Crecimiento Promedio
17.75%
CAGR últimos 10 años
Años Consecutivos
9
Años de crecimiento continuo
AñoDividendo por AcciónCrecimiento
2026
Actual
$8.18+12.21%
2025$7.29+13.91%
2024$6.40+14.29%
2023$5.60+15.94%
2022$4.83+16.67%
2021$4.14+20.00%
2020$3.45+19.79%
2019$2.88+21.01%
2018$2.38+26.60%
2017$1.88-
CAGR de Dividendos (2017 - 2026)
17.75%

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2021
+43.67%
📉Worst Year
2025
-34.57%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

80%
8 of 10 years positive
Consistent Outperformer
Consistency ScoreExcellent
0%50%70%100%

UNH has demonstrated exceptional consistency with positive returns in 80% of years, qualifying as a Consistent Outperformer.