UNH vs VRT: Which Is the Better Buy?
Side-by-side comparison of UnitedHealth Group Incorporated and Vertiv Holdings Co — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-26.
UnitedHealth Group Incorporated · Healthcare
$375.21
+28.2% upside to fair value
Med Conviction
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$253.28
+8.2% upside to fair value
Med Conviction
Grade C
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 |
UNH |
VRT |
| Current Price |
$375.21 |
$253.28 |
| Fair Value Estimate |
$481.06 |
$274.15 |
| Upside to Fair Value |
+28.2%
|
+8.2%
|
| Market Cap |
$340.7B |
$97.5B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
15.0x
|
38.8x
|
| Price / Sales |
0.8x
|
8.5x
|
| Price / FCF |
14.4x
|
33.3x
|
| Revenue Growth YoY |
+0.4%
|
+24.1%
|
| Gross Margin |
22.5%
|
37.5%
|
| Operating Margin |
4.8%
|
19.1%
|
| Return on Equity |
14.6%
|
42.1%
|
| Dividend Yield |
2.41% |
0.1% |
| FCF Yield |
6.95%
|
3.0%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Vertiv Holdings Co is a global provider of critical digital infrastructure for data centers, communication networks, and industrial applications, spanning AC and DC power management, thermal cooling, integrated rack systems, and lifecycle services under brands including Liebert, NetSure, Geist, and Avocent, with roughly 34,000 employees and a global footprint across the Americas, Asia Pacific, an…
Accumulation Zones
| Metric |
UNH |
VRT |
| Zone Low |
$360.80 |
$205.61 |
| Zone High |
$408.90 |
$233.03 |
| In Buy Zone? |
Yes
|
No
|