RTX vs UNH: Which Is the Better Buy?

Side-by-side comparison of RTX Corporation and UnitedHealth Group Incorporated β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
RTX Corporation Β· Industrials
$172.90
-21.3% upside to fair value
Grade D
VS
UnitedHealth Group Incorporated Β· Healthcare
$353.52
+97.1% upside to fair value
Grade B High Quality
QuantHub Verdict
UNH has more upside to fair value (+97.1%). UNH trades at a lower forward P/E (26.7x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric RTX UNH
Current Price $172.90 $353.52
Fair Value Estimate $136.05 $696.88
Upside to Fair Value -21.3% +97.1%
Market Cap $232.8B $320.9B
Forward P/E 32.1x 26.7x
EV / EBITDA 19.2x 16.1x
Price / Sales 2.6x 0.7x
Price / FCF 27.9x 16.3x
Revenue Growth YoY +8.7% +2.0%
Gross Margin 20.2% 18.8%
Operating Margin 10.4% 4.2%
Return on Equity 11.2% 12.4%
Dividend Yield 0% 0%
FCF Yield 3.59% 6.13%
Analyst Consensus Buy Strong Buy
Investment Thesis
RTX β€” RTX Corporation
RTX Corporation is a leading aerospace and defense company with a diversified portfolio spanning Pratt & Whitney jet engines, Collins Aerospace avionics, and Raytheon Intelligence & Space defense systems. The company benefits from a strong competitive moat supported by a $271 billion backlog and multi-year contracts, driving consistent revenue growth of 10% in 2025 and 9% in Q1 2026. Earnings gro…
UNH β€” UnitedHealth Group Incorporated
UnitedHealth Group Incorporated operates as a leading healthcare company with two main platforms: UnitedHealthcare, providing health benefits coverage, and Optum, offering information and technology services. The company benefits from a durable competitive moat due to its scale, integrated platforms, and broad market reach serving over 170 million consumers. Despite strong revenue growth of 12% y…
Accumulation Zones
Metric RTX UNH
Zone Low $102.04 $522.66
Zone High $115.64 $592.35
In Buy Zone? No Yes
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