WallStSmart

CVS Health Corp (CVS)vsUnitedHealth Group Incorporated (UNH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UnitedHealth Group Incorporated generates 12% more annual revenue ($447.57B vs $399.83B). CVS leads profitability with a 44.0% profit margin vs 2.7%. CVS appears more attractively valued with a PEG of 0.21. CVS earns a higher WallStSmart Score of 65/100 (C+).

CVS

Buy

65

out of 100

Grade: C+

Growth: 7.3Profit: 5.5Value: 4.7Quality: 6.5
Piotroski: 4/9Altman Z: 2.11

UNH

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 6.5Value: 7.3Quality: 5.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CVSSignificantly Overvalued (-18.4%)

Margin of Safety

-18.4%

Fair Value

$65.05

Current Price

$71.48

$6.43 premium

UndervaluedFair: $65.05Overvalued
UNHSignificantly Overvalued (-211.7%)

Margin of Safety

-211.7%

Fair Value

$89.96

Current Price

$275.59

$185.63 premium

UndervaluedFair: $89.96Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CVS6 strengths · Avg: 9.5/10
PEG RatioValuation
0.2110/10

Growing faster than its price suggests

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
44.0%10/10

Keeps 44 of every $100 in revenue as profit

EPS GrowthGrowth
76.6%10/10

Earnings expanding 76.6% YoY

Market CapQuality
$90.94B9/10

Large-cap with strong market position

Free Cash FlowQuality
$2.61B8/10

Generating 2.6B in free cash flow

UNH3 strengths · Avg: 9.3/10
Market CapQuality
$261.02B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
34.0%10/10

Strong operational efficiency at 34.0%

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Areas to Watch

CVS4 concerns · Avg: 2.8/10
Return on EquityProfitability
2.3%3/10

ROE of 2.3% — below average capital efficiency

Operating MarginProfitability
1.6%3/10

Operating margin of 1.6%

Debt/EquityHealth
1.243/10

Elevated debt levels

P/E RatioValuation
51.4x2/10

Premium valuation, high expectations priced in

UNH2 concerns · Avg: 2.5/10
Profit MarginProfitability
2.7%3/10

2.7% margin — thin

EPS GrowthGrowth
-99.9%2/10

Earnings declined 99.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : CVS

The strongest argument for CVS centers on PEG Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 44.0% and operating margin at 1.6%. PEG of 0.21 suggests the stock is reasonably priced for its growth.

Bull Case : UNH

The strongest argument for UNH centers on Market Cap, Operating Margin, Price/Book. Revenue growth of 12.3% demonstrates continued momentum. PEG of 1.02 suggests the stock is reasonably priced for its growth.

Bear Case : CVS

The primary concerns for CVS are Return on Equity, Operating Margin, Debt/Equity. A P/E of 51.4x leaves little room for execution misses.

Bear Case : UNH

The primary concerns for UNH are Profit Margin, EPS Growth. Thin 2.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

CVS profiles as a mature stock while UNH is a value play — different risk/reward profiles.

CVS carries more volatility with a beta of 0.46 — expect wider price swings.

UNH is growing revenue faster at 12.3% — sustainability is the question.

CVS generates stronger free cash flow (2.6B), providing more financial flexibility.

Bottom Line

CVS scores higher overall (65/100 vs 57/100), backed by strong 44.0% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

CVS Health Corp

HEALTHCARE · HEALTHCARE PLANS · USA

CVS Health (previously CVS Corporation and CVS Caremark Corporation) is an American healthcare company that owns CVS Pharmacy, a retail pharmacy chain; CVS Caremark, a pharmacy benefits manager; Aetna, a health insurance provider, among many other brands. The company's headquarters is in Woonsocket, Rhode Island.

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UnitedHealth Group Incorporated

HEALTHCARE · HEALTHCARE PLANS · USA

UnitedHealth Group Incorporated is an American for-profit multinational managed healthcare and insurance company based in Minnetonka, Minnesota. It offers health care products and insurance services. In 2020, it was the second-largest healthcare company (behind CVS Health) by revenue with $257.1 billion, and the largest insurance company by net premiums. UnitedHealthcare revenues comprise 80% of the Group's overall revenue.

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