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 2026-09-18.
GE Aerospace · Industrials
$312.90
+3.4% upside to fair value
Med Conviction
Grade C
High Quality
VS
UnitedHealth Group Incorporated · 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 — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
GE |
UNH |
| Current Price |
$312.90 |
$375.21 |
| Fair Value Estimate |
$323.41 |
$481.06 |
| Upside to Fair Value |
+3.4%
|
+28.2%
|
| Market Cap |
$324.6B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
27.4x
|
15.0x
|
| Price / Sales |
6.4x
|
0.8x
|
| Price / FCF |
38.7x
|
14.4x
|
| Revenue Growth YoY |
+21.1%
|
+0.4%
|
| Gross Margin |
35.4%
|
22.5%
|
| Operating Margin |
20.8%
|
4.8%
|
| Return on Equity |
49.0%
|
14.6%
|
| Dividend Yield |
0.53% |
2.41% |
| FCF Yield |
2.58%
|
6.95%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
GE Aerospace is a high-quality commercial and military propulsion company whose approximately 50,000 commercial-engine and 30,000 military-engine installed base, long-term service agreements, proprietary repair capabilities and certification barriers support recurring aftermarket economics. The business is executing strongly: revenue grew 21.1% year over year in the most recent quarter, while Q2 …
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 |
GE |
UNH |
| Zone Low |
$242.56 |
$360.80 |
| Zone High |
$274.90 |
$408.90 |
| In Buy Zone? |
No
|
Yes
|