BLK vs UNH: Which Is the Better Buy?

Side-by-side comparison of BlackRock, Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-22.
BlackRock, Inc. · Financial Services
$1,042.85
+125.5% upside to fair value
Grade A High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction Grade B+
QuantHub Verdict
BLK has more upside to fair value (+125.5%). UNH trades at a lower forward P/E (15.1x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric BLK UNH
Current Price $1,042.85 $304.33
Fair Value Estimate $2,351.12 $430.00
Upside to Fair Value +125.5% +41.3%
Market Cap $162.2B $276.2B
Forward P/E 25.9x 15.1x
EV / EBITDA 16.9x 14.3x
Price / Sales 6.3x 0.6x
Price / FCF 45.2x 17.2x
Revenue Growth YoY +28.3% +11.8%
Gross Margin 59.1% 18.5%
Operating Margin 29.9% 4.2%
Return on Equity 12.0% 12.7%
Dividend Yield 0% 2.9%
FCF Yield 2.21% 5.82%
Analyst Consensus Strong Buy Buy
Investment Thesis
BLK — BlackRock, Inc.
BlackRock, Inc. is the world's largest asset manager with over $14 trillion in assets under management, operating primarily in financial services and asset management. The company benefits from a durable competitive moat driven by its scale, technology platform Aladdin, and founder-led management with CEO Laurence D. Fink at the helm since inception. BlackRock exhibits strong fundamentals includi…
UNH — UnitedHealth Group Incorporated
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 BLK UNH
Zone Low $1,763.34 $280.00
Zone High $1,998.45 $340.00
In Buy Zone? Yes Yes
← BLK Research    UNH Research →    All Research