Revenue segments as reported by the company.

Premiums

Products

Services

Investment and other income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Medical costs

Operating costs

Depreciation and amortization

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

UnitedHealth Group

Optum is a Health Services platform. It is a leading information and technology-enabled health services business dedicated to modernizing the system and improving the health of people and communities.

Optum

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Minnetonka, MN.

Earnings data Q1 2021

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q3 2023

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Earnings data Q4 2024

UnitedHealth Group reports strong Q4 earnings and growth opportunities

UnitedHealth Group's Q4 2022 Earnings Call highlighted strong financial performance, growth initiatives, and confidence in sustainable earnings growth. The company is focused on enhancing consumer experiences, expanding value-based care, and driving growth through strategic investments and M&A priorities. Challenges include managing cost impacts from flu and respiratory issues, while opportunities lie in continued growth in key segments and strategic M&A.

UnitedHealth Group reports robust Q1 earnings, eyes growth opportunities

UnitedHealth Group's strong performance in Q1 2023 reflects growth across its segments, driven by a focus on value-based care and consumer-centric initiatives. While challenges exist with potential Medicare Advantage model changes, the company remains optimistic about sustained growth and opportunities for expansion.

UnitedHealth Group posts robust Q2 earnings, eyes tech-driven growth

UnitedHealth Group delivered strong financial performance in Q2 2023, with a focus on expanding patient care, driving cost efficiencies, and responding to changing healthcare dynamics. Challenges include margin pressures and managing investment gains unpredictability. Opportunities lie in leveraging technology for cost reduction and enhancing care capabilities post acquisitions.

UnitedHealth Group reports robust Q3 growth, eyes expansion in value-based care

UnitedHealth Group's Q3 performance showcased robust revenue growth and strengthened earnings outlook. The company's focus on value-based care, strong performance in pharmacy services, and investments in home care present opportunities for future growth. However, challenges related to wage inflation and margin impact at Optum Health require attention.

UnitedHealth Group posts strong 2023 results, eyes growth opportunities

UnitedHealth Group's 2023 performance showcased robust financial results, strategic investments in digital engagement, and a focus on improving healthcare quality and accessibility. While facing challenges in cost trends and industry dynamics, the company remains optimistic about its competitive positioning and growth prospects in 2024.

UnitedHealth Group resilient post-cyberattack, eyes growth opportunities

UnitedHealth Group navigated cyberattack impacts while maintaining outlook.
Strong response to challenges, focusing on growth and customer support.
Balanced approach to capital deployment and confidence in future opportunities.
Optimism in controlling costs and driving growth through innovation.

UnitedHealth Group reports resilient growth amidst cyberattack challenges

UnitedHealth Group's Q2 2024 performance reflects resilience and growth potential despite challenges from a cyberattack and other disruptions.
The company's strengths in customer recognition, Medicare Advantage programs, and technology innovation position it well for future success and market expansion.
While facing challenges like cyberattack impacts and medical care ratio issues, UnitedHealth Group remains focused on opportunities for growth and returning to baseline performance in 2025.

UnitedHealth Group affirms growth outlook amidst challenges, eyes 2025 strategy

UnitedHealth Group's Q3 2024 performance reflects strong revenue growth and a commitment to value-based care and innovation. Despite challenges like cyberattacks and care patterns impacting earnings outlook, the company remains focused on long-term growth objectives. UNH's strategic investments, focus on consumer experience, and capital deployment priorities signal a proactive approach to driving future growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Cigna

There is more to the comparison, and in the sections below, we discuss why we believe CI stock will offer higher returns than UNH stock in the next three years.

Is Cigna Stock A Better Pick Over UNH?

Caterpillar

Ralph Lauren

After years of a low interest rate environment, which has been trending higher over the past 12 months, many investors have turned to equities not only for the growth potential but also for solid and dependable dividends that help to provide a passive income stream.

Investors Are Grabbing 3 Red-Hot Blue Chips Likely to Raise Dividends This Week

Amedisys

Amedisys Inc told investors it received an unsolicited $100 per share bid from UnitedHealth Group's Optum unit that may be ‘superior' to a planned merger with Option Care Health, sending its shares higher in early Monday trade. The Baton Rouge, Louisiana-based healthcare company already agreed to merge with Option Care Health in an all-stock transaction in a deal announced on May 3, 2023.

Amedisys rallies on $3.26B unsolicited bid from UnitedHealth's Optum

EDEN PRAIRIE, Minn.--(BUSINESS WIRE)--Optum offers to combine with Amedisys, a leading provider of home health, hospice and high-acuity care.

Optum Offers To Combine With Amedisys, Advancing Value-Based Care for Patients

Option Care Health

Amedisys Inc. AMED, +3.64% disclosed Monday that it had received an unsolicited cash buyout bid for $100 a share from Optum, which the at-home healthcare services company believes could be considered “superior” to the buyout deal already agreed on with Option Care Health Inc. OPCH, +2.99% in early May. Amedisys shares were still inactive in premarket trading while Option Care's stock rallied 4.7%.

Amedisys received unsolicited buyout bid from Optum that could be ‘superior' to deal with Option Care Health

Amedisys Inc said on Monday it had received an unsolicited proposal from UnitedHealth Group's health services company Optum to acquire all of its outstanding shares in an all-cash transaction worth $3.26 billion.

Amedisys gets over $3 billion unsolicited offer from UnitedHealth's Optum

Johnson & Johnson

QUALCOMM

AT&T

Tyson Foods

All five of these dividend stocks are trading a cheap valuations.

5 Top Dividend Stocks to Buy in June 2023

McKesson

Pfizer

Healthcare stocks have been trailing the market this year. Vanguard's Health Care ETF (NYSEARCA: VHT ) is down 5% on the year, compared with a 10% year-to-date gain in the benchmark S&P 500 index.

The 3 Best Healthcare Stocks to Buy for June 2023

Kroger

Target

This article discusses four companies expected to announce dividend increases in June 2023: Kroger, Target, Caterpillar, and UnitedHealth Group. Dividend growth is a crucial factor in stock purchase decisions, as it contributes to passive income and financial freedom. Factors such as inflation, slowing consumer spending, and industry headwinds may impact the size of the dividend increases for these companies.

4 Expected Dividend Increases In June 2023

Eli Lilly

NVIDIA

The trillion-dollar club is an exceedingly rare group. In fact, there are only 5 companies on that list currently.

3 High-Growth Stocks to Buy Before They Join the Trillion-Dollar Club

Bank of America

Verizon

UnitedHealth, Bank of America, and Verizon are all leaders within their respective industries. These stocks all pay dividends and have solid fundamentals, making them ideal for long-term investors.

Got $5,000? These 3 Industry Stalwarts Are Trading Near Their 52-Week Lows

HCA Healthcare

The United States is facing a looming debt-ceiling crisis that could have disastrous consequences for the global economy. The debt ceiling, or debt limit, is the total amount the U.S. government is allowed to borrow to finance its expenditure, such as paying salaries and welfare allowances.

US Debt-Ceiling Crisis Looms: How Will It Impact Medical Stocks?

Apple

Advanced Micro Devices

Microsoft

Exxon Mobil

Plenty of individual stocks are notching outsized gains this year, with S&P 500 leaders Nvidia Corp. NASDAQ: NVDA and Meta Platforms Inc. NASDAQ: META more than doubling in price. Advanced Micro Devices Inc. NASDAQ: AMD leaped 63.38% higher on AI optimism, while even Royal Caribbean & plc NYSE: RCL is powering forward with a 61% year-to-date gain.

Will Dividends Take Center Stage In The Second Half Of 2023?

DexCom

Elevance Health Inc

Exact Sciences

Humana

The Baron Health Care Fund's first five years have been exceptional in every sense of the word. Launched in spring 2018, the fund has navigated around the COVID-19 pandemic, a biotech initial public offering market that boomed and fizzled, and D.C.

These stock pickers led the health-fund category over the past 5 years. Here's where they're investing now.

Healthcare stocks are an attractive prospect right now. Nearly 18% of the U.S. GDP went toward healthcare in 2021, which will only continue growing as the population gets older and sicker.

3 High-Reward Stocks Riding the Healthcare Boom

During the first quarter of 2023, UnitedHealth Group generated an impressive $16.3 billion in operating cash flow, which was a significant improvement from the end of 2022. In the first quarter of 2023, Optum generated over $54 billion in revenue for UNH, representing a 25% YoY increase from 1Q 2022.

UnitedHealth Group: Strong Financial Performance Positions It As Promising Investment Opportunity

UnitedHealth Group's Q1 earnings highlight OptumRx's exceptional performance and its growing significance in the company's financials. OptumRx is utilizing big data analytics to unlock efficiencies, presenting a transformational moment in the PBM sector.

OptumRx, The Hidden Gem In UnitedHealth Group's Portfolio

UNH has an impressive compounding track record, with being up around 650% over the last 10 years. With high-quality companies like UNH, it can be difficult to find a suitable and attractive entry point.

UnitedHealth Group: Finally At An Attractive Entry Point

UnitedHealth Group makes quality earnings and is a free cash flow machine. It only yields ~1.4%. So, investors should focus on growth (i.e., stock price appreciation). Something to look forward to. The stock is set to increase its dividend next month.

UnitedHealth Group Stock: An Undervalued Free Cash Flow Machine

UnitedHealth Group has more than doubled its revenue over the past decade through an acquisition strategy that has been largely free of regulatory scrutiny.

How UnitedHealth Group grew bigger than the nation's biggest banks

American Express

Disney

JPMorgan Chase & Co

Walgreens

If you're looking to build a portfolio of high-quality blue chip stocks, Dow stocks should be at or near the top of your list. These stocks, aka the components of the Dow Jones Industrial Average (or DJIA), represent 30 of America's largest, most venerable companies, across multiple sectors.

7 High-Quality Dow Stocks to Buy on the Dip

UnitedHealth Group Incorporated is likely to announce its 14th consecutive dividend increase in June. Dividend coverage looks spectacularly strong by any metric.

UnitedHealth Group's Upcoming Dividend Increase

The markets are currently convinced that the Federal Reserve will begin cutting the Fed funds rate as soon as September. This news comes on the heels of April's consumer price index reading showing that inflation, while at its lowest levels in two years at 4.9%, is 2.5-times above target levels.

One Sector to Sell as the Fed Changes Course (and 2 to Buy!)

Johnson & Johnson is a Dividend King that has increased its dividend for 61 consecutive years. UnitedHealth Group should benefit from the growth of Medicare Advantage.

Which Is the Better Forever Stock: Johnson & Johnson or UnitedHealth Group?

UnitedHealth Group Inc. NYSE: UNH is down 7.2% in 2023. The health maintenance organization (HMO) sector in general is lagging the market.

News for UnitedHealth Group Stock (UNH)