UnitedHealth Group (Mexico) Performance
| UNH Stock | MXN 8,680 79.22 0.92% |
UnitedHealth Group has a performance score of 2 on a scale of 0 to 100. The entity has a beta of 0.11, which indicates not very significant fluctuations relative to the market. As returns on the market increase, UnitedHealth Group's returns are expected to increase less than the market. However, during the bear market, the loss of holding UnitedHealth Group is expected to be smaller as well. UnitedHealth Group right now has a risk of 1.77%. Please validate UnitedHealth Group skewness, and the relationship between the treynor ratio and rate of daily change , to decide if UnitedHealth Group will be following its existing price patterns.
Risk-Adjusted Performance
2 of 100
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Weak
Compared to the overall equity markets, risk-adjusted returns on investments in UnitedHealth Group Incorporated are ranked lower than 2 (%) of all global equities and portfolios over the last 90 days. In spite of fairly strong technical indicators, UnitedHealth Group is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors. ...more
| Begin Period Cash Flow | 21.4 B |
UnitedHealth |
UnitedHealth Group Relative Risk vs. Return Landscape
If you would invest 847,151 in UnitedHealth Group Incorporated on February 28, 2024 and sell it today you would earn a total of 20,848 from holding UnitedHealth Group Incorporated or generate 2.46% return on investment over 90 days. UnitedHealth Group Incorporated is generating 0.0559% of daily returns assuming 1.7679% volatility of returns over the 90 days investment horizon. Simply put, 15% of all stocks have less volatile historical return distribution than UnitedHealth Group, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
UnitedHealth Group Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for UnitedHealth Group's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as UnitedHealth Group Incorporated, and traders can use it to determine the average amount a UnitedHealth Group's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0316
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Estimated Market Risk
| 1.77 actual daily | 15 85% of assets are more volatile |
Expected Return
| 0.06 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.03 actual daily | 2 98% of assets perform better |
Based on monthly moving average UnitedHealth Group is performing at about 2% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of UnitedHealth Group by adding it to a well-diversified portfolio.
UnitedHealth Group Fundamentals Growth
UnitedHealth Stock prices reflect investors' perceptions of the future prospects and financial health of UnitedHealth Group, and UnitedHealth Group fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on UnitedHealth Stock performance.
| Return On Equity | 0.25 | |||
| Return On Asset | 0.0776 | |||
| Profit Margin | 0.06 % | |||
| Operating Margin | 0.09 % | |||
| Current Valuation | 9.95 T | |||
| Shares Outstanding | 934.35 M | |||
| Price To Earning | 25.88 X | |||
| Price To Book | 6.64 X | |||
| Price To Sales | 31.30 X | |||
| Revenue | 322.13 B | |||
| EBITDA | 31.84 B | |||
| Cash And Equivalents | 22.56 B | |||
| Cash Per Share | 23.93 X | |||
| Total Debt | 54.51 B | |||
| Debt To Equity | 0.66 % | |||
| Book Value Per Share | 86.01 X | |||
| Cash Flow From Operations | 26.21 B | |||
| Earnings Per Share | 397.95 X | |||
| Total Asset | 245.71 B | |||
About UnitedHealth Group Performance
To evaluate UnitedHealth Group Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when UnitedHealth Group generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare UnitedHealth Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand UnitedHealth Group market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents UnitedHealth's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.UnitedHealth Group Incorporated operates as a diversified health care company in the United States. UnitedHealth Group Incorporated was incorporated in 1977 and is based in Minnetonka, Minnesota. UNITEDHEALTH GROUP operates under Healthcare Plans classification in Mexico and is traded on Mexico Stock Exchange. It employs 330000 people.Things to note about UnitedHealth Group performance evaluation
Checking the ongoing alerts about UnitedHealth Group for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for UnitedHealth Group help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company has accumulated 54.51 B in total debt with debt to equity ratio (D/E) of 0.66, which is about average as compared to similar companies. UnitedHealth Group has a current ratio of 0.7, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become due. Debt can assist UnitedHealth Group until it has trouble settling it off, either with new capital or with free cash flow. So, UnitedHealth Group's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like UnitedHealth Group sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for UnitedHealth to invest in growth at high rates of return. When we think about UnitedHealth Group's use of debt, we should always consider it together with cash and equity. | |
| Over 89.0% of UnitedHealth Group outstanding shares are owned by institutional investors |
- Analyzing UnitedHealth Group's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether UnitedHealth Group's stock is overvalued or undervalued compared to its peers.
- Examining UnitedHealth Group's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating UnitedHealth Group's management team can have a significant impact on its success or failure. Reviewing the track record and experience of UnitedHealth Group's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of UnitedHealth Group's stock. These opinions can provide insight into UnitedHealth Group's potential for growth and whether the stock is currently undervalued or overvalued.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in UnitedHealth Group Incorporated. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in board of governors. Note that the UnitedHealth Group information on this page should be used as a complementary analysis to other UnitedHealth Group's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Complementary Tools for UnitedHealth Stock analysis
When running UnitedHealth Group's price analysis, check to measure UnitedHealth Group's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy UnitedHealth Group is operating at the current time. Most of UnitedHealth Group's value examination focuses on studying past and present price action to predict the probability of UnitedHealth Group's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move UnitedHealth Group's price. Additionally, you may evaluate how the addition of UnitedHealth Group to your portfolios can decrease your overall portfolio volatility.
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