UnitedHealth Group / UNH / US91324P1021

[peter]

UnitedHealth Group / UNH / US91324P1021

https://www.unitedhealthgroup.com/investors.html
https://seekingalpha.com/symbol/UNH
https://finance.yahoo.com/quote/UNH
https://finviz.com/quote.ashx?t=UNH

Navysenie divi (kvartalne $)
2018: 20% (0.75=>0.9)
2019: 20% (0.9=>1.08)
2020: 15.7% (1.08=>1.25)
2021: 16% (1.25=>1.45)
2022: 13.8% (1.45=>1.65)
2023: 13.9% (1.65=>1.88)

2023 EPS (non-GAAP) outlook: ~$25 (yahoo, FG)

5Y rast EPS (Jun 2022) = 13% (yahoo, FG)

10yr avg. P/E: 20 (FG)
= $500 FV

BUY < $500

[peter]

UNH <$500
Najnizsie P/E od kovid paniky v 03/2020.

Ak vyjdu analytikom odhady, tak pri konstantnom P/E je tam potencialne 14% p.a.


Ak by sme pri tych istych odhadoch vratili na "normalne" 21 P/E, potom sa bavime o 18% p.a.


Dufam, ze okrem $22M ransomware sypu teraz prachy aj do buybackov