GE vs UNH: Which Is the Better Buy?
Side-by-side comparison of GE Aerospace and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
GE Aerospace · Industrials
$308.35
-44.2% upside to fair value
Grade D
High Quality
VS
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
QuantHub Verdict
UNH has more upside to fair value
(+41.3%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
GE |
UNH |
| Current Price |
$308.35 |
$304.33 |
| Fair Value Estimate |
$171.94 |
$430.00 |
| Upside to Fair Value |
-44.2%
|
+41.3%
|
| Market Cap |
$325.2B |
$276.2B |
| Forward P/E |
37.8x
|
15.1x
|
| EV / EBITDA |
27.9x
|
14.3x
|
| Price / Sales |
7.2x
|
0.6x
|
| Price / FCF |
45.2x
|
17.2x
|
| Revenue Growth YoY |
+18.5%
|
+11.8%
|
| Gross Margin |
36.8%
|
18.5%
|
| Operating Margin |
19.1%
|
4.2%
|
| Return on Equity |
46.6%
|
12.7%
|
| Dividend Yield |
0.44% |
2.9% |
| FCF Yield |
2.21%
|
5.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
GE Aerospace is the dominant pure-play aerospace engine company globally, operating through Commercial Engines and Services and Defense and Propulsion Technologies segments. The company delivered 18.5% revenue growth to $45.9 billion in 2025, driven by LEAP engine deliveries, a $190 billion backlog, and robust aftermarket services that generate majority profits. CEO Larry Culp has executed a rema…
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 |
GE |
UNH |
| Zone Low |
$128.96 |
$280.00 |
| Zone High |
$146.15 |
$340.00 |
| In Buy Zone? |
No
|
Yes
|