Why Worry About UnitedHealth If You Can Buy Allianz

The European View
13.37K Followers

Summary

  • Allianz offers strong growth momentum, with EPS and dividends rising above historical averages and all business segments contributing positively.
  • The company has overcome past compliance issues, maintains robust financials, and is executing a €2 billion share buyback program.
  • Despite recent share price gains, Allianz remains attractively valued with an adjusted P/E below 14, justified by higher growth rates and clean operations.
  • With a 4.4% dividend yield, potential for double-digit dividend growth, and 30% upside by 2027, I rate Allianz a buy.

Allianz logo on Allianz Insurance Warsaw building facade, blue sky background, editorial image

Artem Stepanov

Investment thesis

Investors in the crisis-ridden UnitedHealth Group Incorporated (UNH) are probably looking enviously at the performance of European insurance companies such as Allianz SE (OTCPK:ALIZF; OTCPK:ALIZY), Münchener Rückversicherungs-Gesellschaft Aktiengesellschaft in München (

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13.37K Followers
**My articles represent my opinion only and in no way constitute professional investment advice. It is the responsibility of the reader to conduct their due diligence and seek investment advice from a licensed professional before making any investment decisions.**

Analyst’s Disclosure:I/we have a beneficial long position in the shares of ALIZF, MURGY, TNXXF either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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