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 2026-09-18.
Amazon.com, Inc. Β· Consumer Cyclical
$251.19
+18.5% upside to fair value
Med Conviction Grade B High Quality
VS
UnitedHealth Group Incorporated Β· Healthcare
$375.21
+28.2% upside to fair value
Med Conviction Grade B High Quality
QuantHub Verdict
UNH has more upside to fair value (+28.2%). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AMZN UNH
Current Price $251.19 $375.21
Fair Value Estimate $297.67 $481.06
Upside to Fair Value +18.5% +28.2%
Market Cap $2,702.1B $340.7B
Forward P/E β€” β€”
EV / EBITDA 11.2x 15.0x
Price / Sales 3.5x 0.8x
Price / FCF β€” 14.4x
Revenue Growth YoY +19.6% +0.4%
Gross Margin 50.8% 22.5%
Operating Margin 12.1% 4.8%
Return on Equity 30.5% 14.6%
Dividend Yield 0% 2.41%
FCF Yield β€” 6.95%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMZN β€” Amazon.com, Inc.
Amazon.com operates a vast global retail enterprise spanning online and physical stores, third-party seller services, advertising, subscription offerings, and Amazon Web Services, the world's largest cloud infrastructure provider. The business quality is high: trailing-twelve-month gross margin of 50.8%, operating margin of 12.1%, and net margin of 17.4% reflect a durable mix shift toward high-ma…
UNH β€” UnitedHealth Group Incorporated
UnitedHealth Group is the largest diversified healthcare enterprise in the United States, operating UnitedHealthcare insurance plans alongside Optum Health, Optum Insight, and Optum Rx, with 390,000 employees and a market capitalization of $340.74 billion. The business quality is high: a 14.6% return on equity, $26.07 in free cash flow per share, and a P/FCF of 14.39 demonstrate strong cash gener…
Accumulation Zones
Metric AMZN UNH
Zone Low $223.25 $360.80
Zone High $253.02 $408.90
In Buy Zone? Yes Yes
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