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 2026-04-22.
UnitedHealth Group Incorporated · Healthcare
$353.52
+45.0% upside to fair value
Grade B
High Quality
VS
Vertiv Holdings Co · Industrials
$305.14
-45.0% upside to fair value
Grade D
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+45.0%).
UNH trades at a lower forward P/E
(26.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
UNH |
VRT |
| Current Price |
$353.52 |
$305.14 |
| Fair Value Estimate |
$512.60 |
$167.83 |
| Upside to Fair Value |
+45.0%
|
-45.0%
|
| Market Cap |
$320.9B |
$116.8B |
| Forward P/E |
26.7x
|
75.0x
|
| EV / EBITDA |
16.1x
|
50.1x
|
| Price / Sales |
0.7x
|
10.8x
|
| Price / FCF |
16.3x
|
50.5x
|
| Revenue Growth YoY |
+2.0%
|
+30.1%
|
| Gross Margin |
18.8%
|
36.2%
|
| Operating Margin |
4.2%
|
18.5%
|
| Return on Equity |
12.4%
|
42.1%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
6.13%
|
1.98%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Vertiv Holdings Co operates in the electrical equipment and parts industry within the industrials sector, focusing on critical digital infrastructure technology products and services. The company has demonstrated strong business quality with a 42.1% return on equity, 30.1% revenue growth, and 137.1% earnings growth in the most recent quarter, supported by solid margins including a 36.2% gross mar…
Accumulation Zones
| Metric |
UNH |
VRT |
| Zone Low |
$384.45 |
$125.87 |
| Zone High |
$435.71 |
$142.66 |
| In Buy Zone? |
Yes
|
No
|