RTX vs UNH: Which Is the Better Buy?
Side-by-side comparison of RTX Corporation and UnitedHealth Group Incorporated — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-18.
RTX Corporation · Industrials
$193.54
+33.0% 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
RTX has more upside to fair value
(+33.0%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
RTX |
UNH |
| Current Price |
$193.54 |
$375.21 |
| Fair Value Estimate |
$257.36 |
$481.06 |
| Upside to Fair Value |
+33.0%
|
+28.2%
|
| Market Cap |
$260.9B |
$340.7B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
18.1x
|
15.0x
|
| Price / Sales |
2.8x
|
0.8x
|
| Price / FCF |
21.7x
|
14.4x
|
| Revenue Growth YoY |
+14.5%
|
+0.4%
|
| Gross Margin |
20.3%
|
22.5%
|
| Operating Margin |
11.2%
|
4.8%
|
| Return on Equity |
11.8%
|
14.6%
|
| Dividend Yield |
1.46% |
2.41% |
| FCF Yield |
4.6%
|
6.95%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
RTX Corporation is a $260.85 billion aerospace and defense conglomerate operating three segments — Collins Aerospace, Pratt & Whitney, and Raytheon — serving commercial aviation, military, and government customers worldwide with 180,000 employees. The business quality is high: it holds intangible-asset and switching-cost advantages rooted in long-cycle engine programs, proprietary defense electro…
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 |
RTX |
UNH |
| Zone Low |
$193.02 |
$360.80 |
| Zone High |
$218.76 |
$408.90 |
| In Buy Zone? |
Yes
|
Yes
|