Fundamentals · 2026-09-09S&P 500ANNUAL BASIS

UnitedHealth Group

UNH stock analysis · Health Care · Managed Health Care

FY 2025-12-31ANNUAL FILINGS
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These are research estimates based on annual filings. Valuation uses a cash-flow proxy and explicit assumptions; prices are not live. Published valuations use annual periods first filed by the price date, with later restatements retained.
Reference share price · USD
$415.63HISTORICAL SNAPSHOT

As of · fund-implied per-share value

Fund holding value ÷ shares held. Not a live quote; not adjusted for later stock splits.

View SEC fund filing ↗
Estimated issuer market cap
$376.1B

Price × SEC outstanding shares. Shares measured 2026-06-30. Approximate; share and price dates can differ.

View share-count filing ↗
Reviewed debt balance

Reviewed consolidated balance-sheet debt: current debt 6069000000 plus noncurrent debt 72320000000, in USD. Includes current borrowings/current maturities already reported in the current debt line; current borrowings are included once in the capital calculation. Uses debt carrying amounts as presented, including financing leases only where included by the issuer; excludes operating leases and trade/insurance liabilities. This is a book-capital proxy, not fair value or a claim that every other liability is financing debt. Applies only to this reviewed fiscal period. Read the financial statement ↗

Valuation

DCF value

$269.79

Equity cash-flow scenario · SEC outstanding shares at 2026-06-30 · -35.1% versus input cap

How this is calculated ↗
Valuation

Reverse DCF

15.7%

Annual basis · read assumptions below

How this is calculated ↗
Valuation

Relative valuation

-17.9%

52 sector peers · median 25.6×

How this is calculated ↗
Valuation

Historical multiples

24.2×

7 annual observations · snapshot P/E 31.2× · 29.0% versus history

How this is calculated ↗
Valuation

Free cash flow yield

4.3%

Annual basis · read assumptions below

How this is calculated ↗
Quality

ROIC / quality

9.9%

Normalized tax · financing-capital proxy

How this is calculated ↗
Valuation

Value composite

43/100

Annual basis · read assumptions below

How this is calculated ↗
Momentum

12–1 price momentum

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

Split and corporate-action verification is incomplete for these fund observations. Verified adjusted endpoints are required for 12–1 momentum.

How this is calculated ↗
Investment

Asset growth

3.8%

Annual basis · read assumptions below

How this is calculated ↗
Investment

Net payout yield

3.4%

Annual basis · read assumptions below

How this is calculated ↗
Quality

Accrual quality

-2.3%

Annual basis · read assumptions below

How this is calculated ↗
Momentum

Fundamental momentum

2.1%

Annual basis · read assumptions below

How this is calculated ↗

Follow the cash

ANNUAL · USD

Operating cash flow and reinvestment over time

USD · bar maximum 29.1B2020-12-31: cfo $22,174,000,000.002020-12-31: capex $2,051,000,000.0020202021-12-31: cfo $22,343,000,000.002021-12-31: capex $2,454,000,000.0020212022-12-31: cfo $26,206,000,000.002022-12-31: capex $2,802,000,000.0020222023-12-31: cfo $29,068,000,000.002023-12-31: capex $3,386,000,000.0020232024-12-31: cfo $24,204,000,000.002024-12-31: capex $3,499,000,000.0020242025-12-31: cfo $19,697,000,000.002025-12-31: capex $3,622,000,000.002025
Operating cash flowCapital expenditure

Annual USD. Negative bars use a compressed lower scale. Hover or inspect the financial history table for exact values.

Make the assumptions yours

Personal inputs stay in this browser. Blank fields retain published inputs. Five-year forecast; zero net borrowing. Required return must exceed terminal growth.

How sensitive is the valuation?

DCF per-share sensitivity · includes reviewed preferred and minority-owner claims · rows: required return · columns: growth
Return / Growth3.0%5.0%7.0%
8.0%$338.39$369.21$402.36
10.0%$247.97$269.79$293.21
12.0%$195.63$212.27$230.12

Annual financial history

Open SEC filings ↗
Fiscal year-endRevenueNet incomeOperating cash flowCapital expenditureAssets
2025-12-31447.6B12.8B19.7B3.6B309.6B
2024-12-31400.3B15.2B24.2B3.5B298.3B
2023-12-31371.6B23.1B29.1B3.4B273.7B
2022-12-31324.2B20.6B26.2B2.8B245.7B
2021-12-31287.6B17.7B22.3B2.5B212.2B
2020-12-31257.1B15.8B22.2B2.1B197.3B
2019-12-31242.2B14.2B18.5B2.1B173.9B
2018-12-31226.2B12.4B15.7B2.1B152.2B

USD, abbreviated. Restated annual history; not a point-in-time backtest. Missing values appear as dashes.

Trace the inputs

MODEL ANNUAL PERIOD
InputValueSEC tag / sourceFiled
revenue447.6BRevenues2026-03-02
netIncome12.8BProfitLoss
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-03-02
Parent/common earnings proxy12.1BNetIncomeLoss2026-03-02
cfo19.7BNetCashProvidedByUsedInOperatingActivities2026-03-02
capex3.6BPaymentsToAcquirePropertyPlantAndEquipment2026-03-02
operatingIncome19BOperatingIncomeLoss2026-03-02
assets309.6BAssets2026-03-02
equity100.1BStockholdersEquityIncludingPortionAttributableToNoncontrollingInterest
Explicit consolidated amount, including the portion attributable to noncontrolling interests.
2026-03-02
Parent book equity proxy94.1BStockholdersEquityIncludingPortionAttributableToNoncontrollingInterest − MinorityInterest
Parent stockholders' equity derived by removing explicitly reported noncontrolling interests; preferred equity may remain included.
2026-03-02
debt78.4BReviewed manual correction
Reviewed consolidated balance-sheet debt: current debt 6069000000 plus noncurrent debt 72320000000, in USD. Includes current borrowings/current maturities already reported in the current debt line; current borrowings are included once in the capital calculation. Uses debt carrying amounts as presented, including financing leases only where included by the issuer; excludes operating leases and trade/insurance liabilities. This is a book-capital proxy, not fair value or a claim that every other liability is financing debt. Applies only to this reviewed fiscal period.
2026-03-02
shortDebtNot reported under a supported tag
cash24.4BCashAndCashEquivalentsAtCarryingValue2026-03-02
shares911MWeightedAverageNumberOfDilutedSharesOutstanding2026-03-02
dividends7.9BPaymentsOfDividendsCommonStock2026-03-02
buybacks5.5BPaymentsForRepurchaseOfCommonStock2026-03-02
issuance827MProceedsFromIssuanceOfCommonStock2026-03-02