UnitedHealth Group (UNH): Value Investor’s AutopsyRead More »
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UnitedHealth Group (UNH): Value Investor’s Autopsy
Views: 118 2026-06-08 UnitedHealth Group is the world’s largest diversified healthcare company, operating through two complementary segments: UnitedHealthcare (insurance) and Optum (technology, pharmacy, and care delivery). The company insures roughly 50 million Americans, manages 1.6 billion pharmacy scripts annually, and employs 400,000 people. Revenue has compounded at roughly 12% annually for two decades, reaching $400 billion in 2024. The integrated model (insurer funding care delivered by its own Optum providers) creates formidable cost and data advantages. The company now faces a DOJ criminal investigation into Medicare billing, CEO turnover, elevated medical costs, and a stock price that has collapsed 55% …
