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 2026-09-18.
Meta Platforms, Inc. · Communication Services
$665.60
+21.4% 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 |
META |
UNH |
| Current Price |
$665.60 |
$375.21 |
| Fair Value Estimate |
$808.00 |
$481.06 |
| Upside to Fair Value |
+21.4%
|
+28.2%
|
| Market Cap |
$1,695.6B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
16.7x
|
15.0x
|
| Price / Sales |
7.4x
|
0.8x
|
| Price / FCF |
41.3x
|
14.4x
|
| Revenue Growth YoY |
+28.0%
|
+0.4%
|
| Gross Margin |
81.7%
|
22.5%
|
| Operating Margin |
38.1%
|
4.8%
|
| Return on Equity |
29.7%
|
14.6%
|
| Dividend Yield |
0.32% |
2.41% |
| FCF Yield |
2.42%
|
6.95%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
Meta Platforms operates the Facebook, Instagram, WhatsApp, Messenger and Threads ecosystem, monetizing its unmatched global audience primarily through digital advertising. Business quality is high, supported by 3.60 billion Family daily active people, AI-enhanced ad ranking, 81.7% TTM gross margin, 38.1% TTM operating margin, 29.8% TTM net margin and 29.7% ROE. Revenue grew 28.0% year over year i…
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 |
META |
UNH |
| Zone Low |
$606.00 |
$360.80 |
| Zone High |
$686.80 |
$408.90 |
| In Buy Zone? |
Yes
|
Yes
|