WallStSmart

UnitedHealth Group Incorporated (UNH)vsExxon Mobil Corp (XOM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UnitedHealth Group Incorporated generates 38% more annual revenue ($449.71B vs $326.01B). XOM leads profitability with a 7.8% profit margin vs 2.7%. UNH appears more attractively valued with a PEG of 1.27. UNH earns a higher WallStSmart Score of 54/100 (C-).

UNH

Buy

54

out of 100

Grade: C-

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

XOM

Buy

50

out of 100

Grade: C-

Growth: 2.7Profit: 5.5Value: 4.7Quality: 6.5
Piotroski: 1/9Altman Z: 3.44
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

UNHUndervalued (+42.2%)

Margin of Safety

+42.2%

Fair Value

$639.72

Current Price

$379.98

$259.74 discount

UndervaluedFair: $639.72Overvalued
XOMSignificantly Overvalued (-37.0%)

Margin of Safety

-37.0%

Fair Value

$106.98

Current Price

$144.57

$37.59 premium

UndervaluedFair: $106.98Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

UNH2 strengths · Avg: 9.0/10
Market CapQuality
$335.78B10/10

Mega-cap, among the largest globally

Free Cash FlowQuality
$8.15B8/10

Generating 8.1B in free cash flow

XOM5 strengths · Avg: 9.0/10
Market CapQuality
$607.57B10/10

Mega-cap, among the largest globally

Altman Z-ScoreHealth
3.4410/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.279/10

Conservative balance sheet, low leverage

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$2.23B8/10

Generating 2.2B in free cash flow

Areas to Watch

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

XOM4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

Profit MarginProfitability
7.8%3/10

7.8% margin — thin

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

EPS GrowthGrowth
-43.4%2/10

Earnings declined 43.4%

Comparative Analysis Report

WallStSmart Research

Bull Case : UNH

The strongest argument for UNH centers on Market Cap, Free Cash Flow. PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bull Case : XOM

The strongest argument for XOM centers on Market Cap, Altman Z-Score, Debt/Equity. PEG of 1.42 suggests the stock is reasonably priced for its growth.

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.

Bear Case : XOM

The primary concerns for XOM are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

UNH carries more volatility with a beta of 0.65 — expect wider price swings.

XOM 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

UNH scores higher overall (54/100 vs 50/100). 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.

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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Exxon Mobil Corp

ENERGY · OIL & GAS INTEGRATED · USA

Exxon Mobil Corporation, stylized as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil, and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical. ExxonMobil is incorporated in New Jersey.

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