AMZN vs UNH: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Amazon.com, Inc. · Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
AMZN has more upside to fair value
(+59.3%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
UNH |
| Current Price |
$238.12 |
$304.33 |
| Fair Value Estimate |
$379.40 |
$430.00 |
| Upside to Fair Value |
+59.3%
|
+41.3%
|
| Market Cap |
$2,556.2B |
$276.2B |
| Forward P/E |
32.8x
|
15.1x
|
| EV / EBITDA |
15.9x
|
14.3x
|
| Price / Sales |
3.6x
|
0.6x
|
| Price / FCF |
332.2x
|
17.2x
|
| Revenue Growth YoY |
+18.4%
|
+11.8%
|
| Gross Margin |
50.3%
|
18.5%
|
| Operating Margin |
11.2%
|
4.2%
|
| Return on Equity |
21.9%
|
12.7%
|
| Dividend Yield |
0% |
2.9% |
| FCF Yield |
0.3%
|
5.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
UnitedHealth Group is the world's largest diversified healthcare company, combining the dominant US health insurer UnitedHealthcare with the high-margin Optum services platform spanning care delivery, pharmacy benefits, and data analytics. The stock has fallen roughly 49% from its 2024 peak of $596, driven by elevated medical costs, DOJ antitrust scrutiny, CEO transitions (Brian Thompson's murder…
Accumulation Zones
| Metric |
AMZN |
UNH |
| Zone Low |
$284.55 |
$280.00 |
| Zone High |
$322.49 |
$340.00 |
| In Buy Zone? |
Yes
|
Yes
|