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 2026-04-11.
Alphabet Inc. · Communication Services
$317.41
-4.5% 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 |
GOOGL |
UNH |
| Current Price |
$317.41 |
$304.33 |
| Fair Value Estimate |
$303.05 |
$430.00 |
| Upside to Fair Value |
-4.5%
|
+41.3%
|
| Market Cap |
$3,839.7B |
$276.2B |
| Forward P/E |
29.0x
|
15.1x
|
| EV / EBITDA |
21.5x
|
14.3x
|
| Price / Sales |
9.5x
|
0.6x
|
| Price / FCF |
52.4x
|
17.2x
|
| Revenue Growth YoY |
+11.3%
|
+11.8%
|
| Gross Margin |
59.7%
|
18.5%
|
| Operating Margin |
32.0%
|
4.2%
|
| Return on Equity |
35.0%
|
12.7%
|
| Dividend Yield |
0% |
2.9% |
| FCF Yield |
1.91%
|
5.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Alphabet Inc. operates as a global leader in internet content and information services, primarily through its dominant search engine, advertising platforms, and cloud computing services. The company benefits from durable competitive moats including browser and mobile OS dominance, strong brand recognition, and advanced AI infrastructure investments. Despite strong revenue growth of 11.3% year-ove…
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 |
GOOGL |
UNH |
| Zone Low |
$227.29 |
$280.00 |
| Zone High |
$257.59 |
$340.00 |
| In Buy Zone? |
No
|
Yes
|