GOOGL 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 2026-09-25.
Alphabet Inc. · Communication Services
$342.36
+16.6% 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 |
GOOGL |
UNH |
| Current Price |
$342.36 |
$375.21 |
| Fair Value Estimate |
$399.26 |
$481.06 |
| Upside to Fair Value |
+16.6%
|
+28.2%
|
| Market Cap |
$4,143.3B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
12.9x
|
15.0x
|
| Price / Sales |
9.3x
|
0.8x
|
| Price / FCF |
78.1x
|
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 |
0.25% |
2.41% |
| FCF Yield |
1.28%
|
6.95%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Alphabet is the parent of Google Services (Search, YouTube, Android, Chrome, hardware, and the Play store), Google Cloud, and Other Bets, and it remains one of the highest-quality large-cap franchises in the market, with a TTM gross margin of 60.9%, TTM operating margin of 33.1%, TTM net margin of 54.8%, and a 50.8% return on equity. Revenue growth in the most recent quarter was 24.2% year over y…
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 |
GOOGL |
UNH |
| Zone Low |
$299.44 |
$360.80 |
| Zone High |
$339.37 |
$408.90 |
| In Buy Zone? |
No
|
Yes
|