UnitedHealth Group (UNH) is a managed health care company in the Health Care sector. Listed on the NASDAQ, UnitedHealth Group is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $407.46.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $407.46 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 7.47% |
| Risk / Std Dev (Annualized) | 31.90% |
| Sharpe Ratio (rf=4.5%) | 0.09 |
S&P 500 Context
- Sector: Health Care
- Sub-Industry: Managed Health Care
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 7.47% with an annualized volatility of 31.90%. The Sharpe ratio of 0.09 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 370.03B |
| Enterprise Value | 424.16B |
| Trailing P/E | 30.68 |
| Forward P/E | 19.49 |
| Price to Book | 3.78 |
| Price to Sales | 0.82 |
| EV/Revenue | 0.94 |
| EV/EBITDA | 19.76 |
| Profitability | | | Profit Margin | 2.68% | | Operating Margin | 8.05% | | ROE | 12.18% | | ROA | 3.78% |
| Growth | | | Revenue Growth | 2.0% | | Earnings Growth | 0.7% |
| Dividend | | | Dividend Yield | 228.0% | | Payout Ratio | 66.57% | | 5Y Avg Yield | 165.0% |
| Financial Health | | | Total Revenue | 449.71B | | Total Debt | 77.92B | | Total Cash | 31.23B | | Free Cash Flow | 17.69B | | Operating Cash Flow | 23.15B |
| Price & Technical | | | 52W High | $415.96$ | | 52W Low | $234.6$ | | 50-Day Avg | $355.43$ | | 200-Day Avg | $330.04$ | | Beta | 0.65 | | Shares Outstanding | 0.91B | | Float Shares | 0.91B | | Insider Holdings | 0.24% | | Institutional Holdings | 85.92% | | Short Ratio | 2.88 | | Short % of Float | 2.37% |
| Analyst Targets | | | Target High | $492.0$ | | Target Low | $287.0$ | | Target Mean | $407.38$ | | Target Median | $420.0$ | | # of Analysts | 26 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.