WallStSmart

Procter & Gamble Company (PG)vsUnitedHealth Group Incorporated (UNH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UnitedHealth Group Incorporated generates 425% more annual revenue ($447.57B vs $85.26B). PG leads profitability with a 19.3% profit margin vs 2.7%. UNH appears more attractively valued with a PEG of 0.98. UNH earns a higher WallStSmart Score of 59/100 (C).

PG

Buy

55

out of 100

Grade: C

Growth: 5.3Profit: 9.0Value: 4.7Quality: 7.0
Piotroski: 4/9Altman Z: 3.01

UNH

Buy

59

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

PGSignificantly Overvalued (-211.9%)

Margin of Safety

-211.9%

Fair Value

$45.90

Current Price

$143.16

$97.26 premium

UndervaluedFair: $45.90Overvalued
UNHSignificantly Overvalued (-202.7%)

Margin of Safety

-202.7%

Fair Value

$89.96

Current Price

$272.28

$182.32 premium

UndervaluedFair: $89.96Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PG6 strengths · Avg: 9.3/10
Market CapQuality
$337.14B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
31.6%10/10

Every $100 of equity generates 32 in profit

Revenue GrowthGrowth
150.0%10/10

Revenue surging 150.0% year-over-year

Altman Z-ScoreHealth
3.0110/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
26.3%8/10

Strong operational efficiency at 26.3%

Free Cash FlowQuality
$3.81B8/10

Generating 3.8B in free cash flow

UNH4 strengths · Avg: 9.0/10
Market CapQuality
$250.15B10/10

Mega-cap, among the largest globally

Operating MarginProfitability
34.0%10/10

Strong operational efficiency at 34.0%

PEG RatioValuation
0.988/10

Growing faster than its price suggests

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

PG2 concerns · Avg: 2.0/10
PEG RatioValuation
3.932/10

Expensive relative to growth rate

EPS GrowthGrowth
-5.4%2/10

Earnings declined 5.4%

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 : PG

The strongest argument for PG centers on Market Cap, Return on Equity, Revenue Growth. Profitability is solid with margins at 19.3% and operating margin at 26.3%. Revenue growth of 150.0% demonstrates continued momentum.

Bull Case : UNH

The strongest argument for UNH centers on Market Cap, Operating Margin, PEG Ratio. Revenue growth of 12.3% demonstrates continued momentum. PEG of 0.98 suggests the stock is reasonably priced for its growth.

Bear Case : PG

The primary concerns for PG are PEG Ratio, EPS Growth.

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

PG profiles as a growth stock while UNH is a value play — different risk/reward profiles.

UNH carries more volatility with a beta of 0.38 — expect wider price swings.

PG is growing revenue faster at 150.0% — sustainability is the question.

PG generates stronger free cash flow (3.8B), providing more financial flexibility.

Bottom Line

UNH scores higher overall (59/100 vs 55/100) and 12.3% revenue growth. 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.

Procter & Gamble Company

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

The Procter & Gamble Company (P&G) is an American multinational consumer goods corporation headquartered in Cincinnati, Ohio, founded in 1837 by William Procter and James Gamble. It specializes in a wide range of personal health, consumer health, personal care, and hygiene products; these products are organized into several segments including Beauty; Grooming; Health Care; Fabric & Home Care; and Baby, Feminine, & Family Care. Before the sale of Pringles to Kellogg's, its product portfolio also included food, snacks, and beverages.

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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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