PFE vs UNH: Which Is the Better Buy?

Side-by-side comparison of Pfizer Inc. and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
Pfizer Inc. · Healthcare
$26.91
+30.1% upside to fair value
Med Conviction Grade B+
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%). PFE trades at a lower forward P/E (9.5x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric PFE UNH
Current Price $26.91 $304.33
Fair Value Estimate $35.00 $430.00
Upside to Fair Value +30.1% +41.3%
Market Cap $153.0B $276.2B
Forward P/E 9.5x 15.1x
EV / EBITDA 13.8x 14.3x
Price / Sales 2.4x 0.6x
Price / FCF 16.8x 17.2x
Revenue Growth YoY -1.6% +11.8%
Gross Margin 70.3% 18.5%
Operating Margin 24.7% 4.2%
Return on Equity 9.0% 12.7%
Dividend Yield 6.4% 2.9%
FCF Yield 5.9% 5.82%
Analyst Consensus Hold Buy
Investment Thesis
PFE — Pfizer Inc.
Pfizer remains the world's largest traditional pharmaceutical company by non-COVID revenue, generating $62.6B in 2025 sales across oncology, cardiovascular, immunology, and vaccines. The stock trades at a P/S of 2.44x, still well below the 5-year median of 3.10x, driven by post-COVID revenue normalization, a $17-18B patent cliff spanning 2026-2028, and $61.6B in acquisition-related debt from Seag…
UNH — UnitedHealth Group Incorporated
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 PFE UNH
Zone Low $25.00 $280.00
Zone High $29.00 $340.00
In Buy Zone? Yes Yes
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