UNH vs VRT: Which Is the Better Buy?

Side-by-side comparison of UnitedHealth Group Incorporated and Vertiv Holdings Co β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-07-17.
UnitedHealth Group Incorporated Β· Healthcare
$423.38
+45.0% upside to fair value
Grade B High Quality
VS
Vertiv Holdings Co Β· Industrials
$333.05
-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 (27.2x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric UNH VRT
Current Price $423.38 $333.05
Fair Value Estimate $613.90 $183.18
Upside to Fair Value +45.0% -45.0%
Market Cap $384.5B $127.9B
Forward P/E 27.2x 81.8x
EV / EBITDA 13.8x 55.4x
Price / Sales 0.8x 11.8x
Price / FCF 19.6x 55.4x
Revenue Growth YoY +0.4% +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 5.12% 1.81%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
UNH β€” UnitedHealth Group Incorporated
UnitedHealth Group Incorporated operates in the healthcare sector, specifically within medical and healthcare plans, providing a durable business model supported by a strong competitive moat and consistent earnings growth. The company currently trades at a price of $423.38 with a market cap of $359.873 billion, reflecting a valuation that is cheap relative to its five-year history, supported by a…
VRT β€” Vertiv Holdings Co
Vertiv Holdings Co operates in the industrials sector, specializing in electrical equipment and parts with a strong focus on data center critical infrastructure. The company benefits from a durable competitive position supported by a broad product portfolio that drives approximately 75% of sales from data centers. Vertiv's business quality is high, demonstrated by a 42.1% return on equity, strong…
Accumulation Zones
Metric UNH VRT
Zone Low $460.42 $137.38
Zone High $521.81 $155.70
In Buy Zone? Yes No
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