AMZN vs UNH: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and UnitedHealth Group Incorporated β fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-05-20.
Amazon.com, Inc. Β· Consumer Cyclical
$259.34
+21.8% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated Β· Healthcare
$353.52
+45.0% upside to fair value
Grade B
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
AMZN trades at a lower forward P/E
(26.5x).
These are model outputs β not personalized investment advice.
See all research β
Valuation & Fundamentals
| Metric |
AMZN |
UNH |
| Current Price |
$259.34 |
$353.52 |
| Fair Value Estimate |
$316.00 |
$512.60 |
| Upside to Fair Value |
+21.8%
|
+45.0%
|
| Market Cap |
$2,789.8B |
$320.9B |
| Forward P/E |
26.5x
|
26.7x
|
| EV / EBITDA |
16.8x
|
16.1x
|
| Price / Sales |
3.9x
|
0.7x
|
| Price / FCF |
β
|
16.3x
|
| Revenue Growth YoY |
+17.0%
|
+2.0%
|
| Gross Margin |
51.8%
|
18.8%
|
| Operating Margin |
13.1%
|
4.2%
|
| Return on Equity |
21.5%
|
12.4%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
-0.81%
|
6.13%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Amazon delivered a landmark Q1 2026 with revenue of $181.5 billion up 17% year over year and diluted EPS of $2.78 versus the $1.63 consensus, driven by AWS reaccelerating to 28% growth, its fastest pace in fifteen quarters, and a record consolidated operating margin of 13.1%. AWS generated $37.6 billion in revenue at a 37.7% segment operating margin, contributing $14.2 billion in operating incomeβ¦
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% yβ¦
Accumulation Zones
| Metric |
AMZN |
UNH |
| Zone Low |
$237.00 |
$384.45 |
| Zone High |
$268.60 |
$435.71 |
| In Buy Zone? |
Yes
|
Yes
|