BAC vs UNH: Which Is the Better Buy?

Side-by-side comparison of Bank of America Corporation and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
Bank of America Corporation · Financial Services
$53.95
-41.2% upside to fair value
Grade C
VS
UnitedHealth Group Incorporated · Healthcare
$353.52
+45.0% upside to fair value
Grade B High Quality
QuantHub Verdict
UNH has more upside to fair value (+45.0%). BAC trades at a lower forward P/E (12.3x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric BAC UNH
Current Price $53.95 $353.52
Fair Value Estimate $31.74 $512.60
Upside to Fair Value -41.2% +45.0%
Market Cap $387.2B $320.9B
Forward P/E 12.3x 26.7x
EV / EBITDA 12.7x 16.1x
Price / Sales 2.2x 0.7x
Price / FCF 30.7x 16.3x
Revenue Growth YoY -35.6% +2.0%
Gross Margin 63.2% 18.8%
Operating Margin 22.9% 4.2%
Return on Equity 10.5% 12.4%
Dividend Yield 0% 0%
FCF Yield 3.26% 6.13%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
BAC — Bank of America Corporation
Bank of America Corporation is a leading diversified bank with $3.41 trillion in assets and a broad footprint across consumer banking, global markets, wealth management, and corporate banking. The company benefits from a strong market position and experienced leadership under CEO Brian T. Moynihan. However, the stock is currently overvalued, trading approximately 36% above its fair value estimate…
UNH — UnitedHealth Group Incorporated
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% y…
Accumulation Zones
Metric BAC UNH
Zone Low $23.80 $384.45
Zone High $26.98 $435.71
In Buy Zone? No Yes
← BAC Research    UNH Research →    All Research