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 2026-04-18.
UnitedHealth Group Incorporated · Healthcare
$304.33
+41.3% upside to fair value
Med Conviction
Grade B+
VS
Vertiv Holdings Co · Industrials
$307.34
-11.3% upside to fair value
Grade D
High Quality
QuantHub Verdict
UNH has more upside to fair value
(+41.3%).
UNH trades at a lower forward P/E
(15.1x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
UNH |
VRT |
| Current Price |
$304.33 |
$307.34 |
| Fair Value Estimate |
$430.00 |
$272.65 |
| Upside to Fair Value |
+41.3%
|
-11.3%
|
| Market Cap |
$276.2B |
$117.6B |
| Forward P/E |
15.1x
|
88.2x
|
| EV / EBITDA |
14.3x
|
55.3x
|
| Price / Sales |
0.6x
|
11.5x
|
| Price / FCF |
17.2x
|
61.2x
|
| Revenue Growth YoY |
+11.8%
|
+7.6%
|
| Gross Margin |
18.5%
|
34.8%
|
| Operating Margin |
4.2%
|
18.2%
|
| Return on Equity |
12.7%
|
40.3%
|
| Dividend Yield |
2.9% |
0% |
| FCF Yield |
5.82%
|
1.63%
|
| Analyst Consensus |
Buy
|
Strong Buy
|
Investment Thesis
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…
Vertiv Holdings Co operates as a global leader in digital critical infrastructure, providing technology products and solutions primarily for data centers, telecom, and AI-driven markets. The company demonstrates strong business quality with 40.3% return on equity, 7.6% revenue growth, and 11.8% earnings growth year-over-year, supported by a robust $1.89 billion free cash flow and a $15 billion ba…
Accumulation Zones
| Metric |
UNH |
VRT |
| Zone Low |
$280.00 |
$204.49 |
| Zone High |
$340.00 |
$231.75 |
| In Buy Zone? |
Yes
|
No
|