WallStSmart

Unilever PLC ADR (UL)vsUnitedHealth Group Incorporated (UNH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UnitedHealth Group Incorporated generates 786% more annual revenue ($447.57B vs $50.50B). UL leads profitability with a 18.8% 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).

UL

Buy

50

out of 100

Grade: C-

Growth: 2.0Profit: 8.5Value: 7.3Quality: 5.0

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

ULSignificantly Overvalued (-268.2%)

Margin of Safety

-268.2%

Fair Value

$20.26

Current Price

$60.65

$40.39 premium

UndervaluedFair: $20.26Overvalued
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

UL4 strengths · Avg: 8.8/10
Return on EquityProfitability
31.0%10/10

Every $100 of equity generates 31 in profit

Market CapQuality
$132.46B9/10

Large-cap with strong market position

Operating MarginProfitability
20.1%8/10

Strong operational efficiency at 20.1%

Free Cash FlowQuality
$5.48B8/10

Generating 5.5B 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

UL3 concerns · Avg: 2.7/10
PEG RatioValuation
1.914/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.2%2/10

Revenue declined 3.2%

EPS GrowthGrowth
-3.4%2/10

Earnings declined 3.4%

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 : UL

The strongest argument for UL centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.8% and operating margin at 20.1%.

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 : UL

The primary concerns for UL are PEG Ratio, Revenue Growth, 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

UL profiles as a declining 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.

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

UL generates stronger free cash flow (5.5B), providing more financial flexibility.

Bottom Line

UNH scores higher overall (59/100 vs 50/100) 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.

Unilever PLC ADR

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Unilever PLC is a fast moving consumer goods company in Asia, Africa, the Middle East, Turkey, Russia, Ukraine, Belarus, America and Europe. The company is headquartered in London, the United Kingdom.

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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