WallStSmart

Elevance Health Inc (ELV)vsUnitedHealth Group Incorporated (UNH)

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Smart Verdict

WallStSmart Research — data-driven comparison

UnitedHealth Group Incorporated generates 124% more annual revenue ($449.71B vs $200.42B). UNH leads profitability with a 2.7% profit margin vs 2.6%. UNH appears more attractively valued with a PEG of 1.28. ELV earns a higher WallStSmart Score of 56/100 (C).

ELV

Buy

56

out of 100

Grade: C

Growth: 4.0Profit: 5.5Value: 8.0Quality: 5.0
Piotroski: 3/9

UNH

Buy

54

out of 100

Grade: C-

Growth: 5.3Profit: 5.5Value: 7.3Quality: 4.8
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ELVUndervalued (+63.5%)

Margin of Safety

+63.5%

Fair Value

$1011.48

Current Price

$371.90

$639.58 discount

UndervaluedFair: $1011.48Overvalued
UNHUndervalued (+43.1%)

Margin of Safety

+43.1%

Fair Value

$639.67

Current Price

$370.75

$268.92 discount

UndervaluedFair: $639.67Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ELV4 strengths · Avg: 8.3/10
Market CapQuality
$80.93B9/10

Large-cap with strong market position

P/E RatioValuation
15.8x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$4.10B8/10

Generating 4.1B in free cash flow

UNH2 strengths · Avg: 9.0/10
Market CapQuality
$336.72B10/10

Mega-cap, among the largest globally

Free Cash FlowQuality
$8.15B8/10

Generating 8.1B in free cash flow

Areas to Watch

ELV4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

Profit MarginProfitability
2.6%3/10

2.6% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-16.8%2/10

Earnings declined 16.8%

UNH4 concerns · Avg: 3.8/10
P/E RatioValuation
27.9x4/10

Moderate valuation

Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

EPS GrowthGrowth
0.7%4/10

0.7% earnings growth

Profit MarginProfitability
2.7%3/10

2.7% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : ELV

The strongest argument for ELV centers on Market Cap, P/E Ratio, Price/Book. PEG of 1.43 suggests the stock is reasonably priced for its growth.

Bull Case : UNH

The strongest argument for UNH centers on Market Cap, Free Cash Flow. PEG of 1.28 suggests the stock is reasonably priced for its growth.

Bear Case : ELV

The primary concerns for ELV are Revenue Growth, Profit Margin, Piotroski F-Score. Thin 2.6% margins leave little buffer for downturns.

Bear Case : UNH

The primary concerns for UNH are P/E Ratio, Revenue Growth, EPS Growth. Thin 2.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

ELV carries more volatility with a beta of 0.67 — expect wider price swings.

ELV is growing revenue faster at 2.6% — sustainability is the question.

UNH generates stronger free cash flow (8.1B), providing more financial flexibility.

Monitor HEALTHCARE PLANS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ELV scores higher overall (56/100 vs 54/100). UNH offers better value entry with a 43.1% margin of safety. 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.

Elevance Health Inc

HEALTHCARE · HEALTHCARE PLANS · USA

Elevance Health Inc. is a health benefits company. The company is headquartered in Indianapolis, Indiana.

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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