META vs UNH: Which Is the Better Buy?
Side-by-side comparison of Meta Platforms, Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
Meta Platforms, Inc. · Communication Services
$611.40
+12.9% upside to fair value
High Conviction
Grade A-
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 |
META |
UNH |
| Current Price |
$611.40 |
$304.33 |
| Fair Value Estimate |
$690.00 |
$430.00 |
| Upside to Fair Value |
+12.9%
|
+41.3%
|
| Market Cap |
$1,541.3B |
$276.2B |
| Forward P/E |
23.0x
|
15.1x
|
| EV / EBITDA |
18.0x
|
14.3x
|
| Price / Sales |
7.7x
|
0.6x
|
| Price / FCF |
33.4x
|
17.2x
|
| Revenue Growth YoY |
+22.2%
|
+11.8%
|
| Gross Margin |
82.0%
|
18.5%
|
| Operating Margin |
41.4%
|
4.2%
|
| Return on Equity |
30.6%
|
12.7%
|
| Dividend Yield |
0.4% |
2.9% |
| FCF Yield |
3.0%
|
5.82%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Meta Platforms operates the world's largest social media ecosystem (Facebook, Instagram, WhatsApp, Threads) reaching 3.3B+ daily users, generating $201B in revenue predominantly from digital advertising. The company's 82% gross margins and AI-powered ad targeting create an extraordinarily profitable core business. Trading at its 5-year P/E low of 25.5x despite 22% revenue growth, META is cheap on…
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 |
META |
UNH |
| Zone Low |
$520.00 |
$280.00 |
| Zone High |
$590.00 |
$340.00 |
| In Buy Zone? |
No
|
Yes
|