UNH vs VRTV: Which Is the Better Buy?
Side-by-side comparison of UnitedHealth Group Incorporated and Veritiv Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-19.
UnitedHealth Group Incorporated · Healthcare
$375.21
+28.2% upside to fair value
Med Conviction
Grade B
High Quality
VS
Veritiv Corporation · Industrials
$169.99
-45.0% upside to fair value
Med Conviction
Grade D
QuantHub Verdict
UNH has more upside to fair value
(+28.2%).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
UNH |
VRTV |
| Current Price |
$375.21 |
$169.99 |
| Fair Value Estimate |
$481.06 |
$93.49 |
| Upside to Fair Value |
+28.2%
|
-45.0%
|
| Market Cap |
$340.7B |
$2.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
15.0x
|
5.4x
|
| Price / Sales |
0.8x
|
0.4x
|
| Price / FCF |
14.4x
|
10.4x
|
| Revenue Growth YoY |
+0.4%
|
-19.0%
|
| Gross Margin |
22.5%
|
22.7%
|
| Operating Margin |
4.8%
|
5.9%
|
| Return on Equity |
14.6%
|
48.6%
|
| Dividend Yield |
2.41% |
1.48% |
| FCF Yield |
6.95%
|
9.57%
|
| Analyst Consensus |
Strong Buy
|
Hold
|
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…
Veritiv Corporation is a business-to-business distributor of specialty packaging, facility solutions, print, and publishing products, operating through four segments with a network of distribution centers and roughly 5,000 employees. The business quality is mixed: it generates a strong 48.6% ROE and trades at a low 7.13 trailing P/E and 5.44 EV/EBITDA, but revenue declined 19.0% year over year in…
Accumulation Zones
| Metric |
UNH |
VRTV |
| Zone Low |
$360.80 |
$70.12 |
| Zone High |
$408.90 |
$79.47 |
| In Buy Zone? |
Yes
|
No
|