Last Price$467.1(1.7%)
Market Cap$436.0B
LTM ROIC - WACC
20.4%
5Y avg
31.8%
Medical - Healthcare Plans industry
median
(0.4%)
Stock quality & Intrinsic value
6/10
1.2% undervalued
UnitedHealth Group Incorporated ROIC - WACC
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROIC - WACC | 26.9% | 26.6% | 30.9% | 22.9% | 38.5% | 46.5% | 64.0% | 32.5% | 18.0% | 17.3% | 13.6% | 13.3% | 18.8% | 19.6% | 21.2% | 21.6% | 22.2% | 21.1% | 16.6% | 46.3% |
Overvalued or undervalued?
Check the intrinsic value for UNH
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UnitedHealth Group Incorporated (UNH) ROIC - WACC comparison analysis
General
LTM ROIC - WACC
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
UnitedHealth Group IncorporatedUNH
20.4%
8.9%
(35.7%)
3.6%
Median Peer Set
(0.4%)
7.2%
(2.4%)
1.1%
Elevance Health Inc.ELV
153.0%
3.2%
(0.0%)
3.4%
Humana Inc.HUM
52.7%
10.7%
(50.1%)
1.0%
Molina Healthcare, Inc.MOH
26.3%
19.3%
9.2%
2.9%
Centene CorporationCNC
7.4%
5.9%
27.4%
2.0%
CVS Health CorporationCVS
0.2%
4.2%
(43.6%)
1.2%
Cigna CorporationCI
(0.9%)
8.4%
(18.9%)
2.6%
Clover Health Investments, Corp.CLOV
(10.3%)
(41.5%)
(31.3%)
(10.5%)
Oscar Health, Inc.OSCR
(25.9%)
56.5%
N/A
0.3%
Alignment Healthcare, Inc.ALHC
(52.4%)
27.2%
(4.8%)
(8.1%)
Bright Health Group, Inc.BHG
(67.3%)
(51.9%)
86.2%
(103.4%)
UNH key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 44,866.0 21.8% | 70,671.0 57.5% | 75,431.0 6.7% | 81,186.0 7.6% | 87,138.0 7.3% | 94,155.0 8.1% | 101,862.0 8.2% | 110,618.0 8.6% | 122,489.0 10.7% | 130,474.0 6.5% | 157,107.0 20.4% | 184,828.0 17.6% | 201,159.0 8.8% | 226,247.0 12.5% | 242,155.0 7.0% | 255,639.0 5.6% | 285,273.0 11.6% | 322,132.0 12.9% | 367,533.0 14.1% | 400,278.0 8.9% |
| Cost of Goods Sold (COGS) | 32,725.0 | 53,907.0 | 56,203.0 | 61,839.0 | 79,788.0 | 85,227.0 | 92,274.0 | 82,749.0 | 92,129.0 | 97,041.0 | 120,081.0 | 141,454.0 | 154,148.0 | 172,401.0 | 184,557.0 | 190,141.0 | 217,945.0 | 244,545.0 | 280,664.0 | 310,879.0 |
% margin | 12,141.0 27.1% | 16,764.0 23.7% | 19,228.0 25.5% | 19,347.0 23.8% | 7,350.0 8.4% | 8,928.0 9.5% | 9,588.0 9.4% | 27,869.0 25.2% | 30,360.0 24.8% | 33,433.0 25.6% | 37,026.0 23.6% | 43,374.0 23.5% | 47,011.0 23.4% | 53,846.0 23.8% | 57,598.0 23.8% | 65,498.0 25.6% | 67,328.0 23.6% | 77,587.0 24.1% | 86,869.0 23.6% | 89,399.0 22.3% |
| Operating Expenses | 7,267.0 | 10,651.0 | 11,379.0 | 14,084.0 | 991.0 | 1,064.0 | 1,124.0 | 18,615.0 | 20,737.0 | 23,159.0 | 26,005.0 | 30,094.0 | 31,802.0 | 36,502.0 | 37,913.0 | 44,595.0 | 45,682.0 | 51,182.0 | 54,511.0 | 57,112.0 |
| Research & Development Expenses (R&D) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Selling, General & Administrative Expenses (SG&A) | 7,134.0 | 9,981.0 | 10,583.0 | 13,103.0 | 12,734.0 | 14,270.0 | 15,557.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 54,628.0 | 57,112.0 |
% margin | 5,373.0 12.0% | 6,984.0 9.9% | 7,849.0 10.4% | 5,263.0 6.5% | 6,359.0 7.3% | 7,864.0 8.4% | 8,464.0 8.3% | 9,254.0 8.4% | 9,623.0 7.9% | 10,274.0 7.9% | 11,021.0 7.0% | 13,280.0 7.2% | 15,209.0 7.6% | 17,344.0 7.7% | 19,685.0 8.1% | 22,405.0 8.8% | 23,970.0 8.4% | 28,435.0 8.8% | 32,358.0 8.8% | 32,287.0 8.1% |
| Interest Income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Interest Expense | 241.0 | 456.0 | 544.0 | 639.0 | 551.0 | 481.0 | 505.0 | 632.0 | 708.0 | 618.0 | 790.0 | 1,067.0 | 1,186.0 | 1,400.0 | 1,704.0 | 1,663.0 | 1,660.0 | 2,092.0 | 3,246.0 | (3,906.0) |
| Pre-tax Income | 5,132.0 | 6,528.0 | 7,305.0 | 4,624.0 | 5,808.0 | 7,383.0 | 7,959.0 | 8,622.0 | 8,915.0 | 9,656.0 | 10,231.0 | 12,213.0 | 14,023.0 | 15,944.0 | 17,981.0 | 20,742.0 | 22,310.0 | 26,343.0 | 29,112.0 | 20,071.0 |
% effective tax rate | 1,832.0 35.7% | 2,369.0 36.3% | 2,651.0 36.3% | 1,647.0 35.6% | 1,986.0 34.2% | 2,749.0 37.2% | 2,817.0 35.4% | 3,096.0 35.9% | 3,242.0 36.4% | 4,037.0 41.8% | 4,363.0 42.6% | 4,920.0 40.3% | 3,200.0 22.8% | 3,562.0 22.3% | 3,742.0 20.8% | 4,973.0 24.0% | 4,578.0 20.5% | 5,704.0 21.7% | 5,968.0 20.5% | (4,829.0) (24.1%) |
% margin | 3,300.0 7.4% | 4,159.0 5.9% | 4,654.0 6.2% | 2,977.0 3.7% | 3,822.0 4.4% | 4,634.0 4.9% | 5,142.0 5.0% | 5,526.0 5.0% | 5,625.0 4.6% | 5,619.0 4.3% | 5,813.0 3.7% | 7,237.0 3.9% | 10,558.0 5.2% | 11,986.0 5.3% | 13,839.0 5.7% | 15,403.0 6.0% | 17,285.0 6.1% | 20,120.0 6.2% | 22,381.0 6.1% | 14,405.0 3.6% |
| EPS | 2.44 | 3.09 | 3.55 | 2.45 | 3.27 | 4.14 | 4.81 | 5.38 | 5.59 | 5.78 | 6.10 | 7.37 | 10.95 | 12.45 | 14.55 | 16.28 | 18.33 | 21.54 | 24.12 | 15.51 |
| Diluted EPS | 2.31 | 2.97 | 3.42 | 2.40 | 3.24 | 4.10 | 4.73 | 5.28 | 5.50 | 5.70 | 6.01 | 7.25 | 10.72 | 12.19 | 14.33 | 16.03 | 18.08 | 21.18 | 23.86 | 15.51 |
% margin | 5,533.0 12.3% | 7,654.0 10.8% | 8,645.0 11.5% | 6,244.0 7.7% | 7,350.0 8.4% | 8,928.0 9.5% | 9,588.0 9.4% | 10,563.0 9.5% | 10,998.0 9.0% | 11,752.0 9.0% | 12,714.0 8.1% | 14,985.0 8.1% | 17,454.0 8.7% | 19,772.0 8.7% | 22,405.0 9.3% | 25,296.0 9.9% | 27,073.0 9.5% | 31,835.0 9.9% | 32,517.0 8.8% | 9,769.0 2.4% |
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FAQ
1) What is UnitedHealth Group Incorporated's ROIC - WACC?
As of today, Microsoft Corp's last 12-month ROIC - WACC is 20.4%, based on the financial report for Dec 31, 2024 (Q4’2024). The average annual ROIC - WACC for UnitedHealth Group Incorporated have been 35.0% over the past three years, and 33.4% over the past five years.
2) Is UnitedHealth Group Incorporated's ROIC - WACC Good?
As of today, UnitedHealth Group Incorporated's ROIC - WACC is 20.4%, which is higher than industry median of (0.4%). It indicates that UnitedHealth Group Incorporated's ROIC - WACC is Good.