GOOG vs UNH: Which Is the Better Buy?
Side-by-side comparison of Alphabet Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-24.
Alphabet Inc. · Communication Services
$334.98
+15.8% upside to fair value
Med Conviction
Grade B
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 |
GOOG |
UNH |
| Current Price |
$334.98 |
$375.21 |
| Fair Value Estimate |
$387.82 |
$481.06 |
| Upside to Fair Value |
+15.8%
|
+28.2%
|
| Market Cap |
$4,065.3B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.7x
|
15.0x
|
| Price / Sales |
9.1x
|
0.8x
|
| Price / FCF |
76.4x
|
14.4x
|
| Revenue Growth YoY |
+24.2%
|
+0.4%
|
| Gross Margin |
60.9%
|
22.5%
|
| Operating Margin |
33.1%
|
4.8%
|
| Return on Equity |
50.8%
|
14.6%
|
| Dividend Yield |
0.26% |
2.41% |
| FCF Yield |
1.31%
|
6.95%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet Inc. is the parent of Google Services, Google Cloud, and Other Bets, monetizing Search, YouTube, Android, Chrome, Google Play, Workspace, and enterprise cloud and AI infrastructure across the globe with roughly 190,820 full-time employees. The business quality is high: trailing-twelve-month gross margin is 60.9%, operating margin is 33.1%, net margin is 54.8%, and return on equity is 50.…
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 |
GOOG |
UNH |
| Zone Low |
$290.87 |
$360.80 |
| Zone High |
$329.65 |
$408.90 |
| In Buy Zone? |
No
|
Yes
|