Maskot
There have been plenty of articles that explain and discuss the reasons for UnitedHealth's (NYSE:UNH) recent sell-off. In this article, I want to take a different approach and analyse what the market cap after the sell-off actually means in
UnitedHealth's Sell-Off Is Exaggerated
Summary
- UnitedHealth's recent sharp sell-off reflects concerns over rising medical costs, leadership changes, and a DOJ investigation into Medicare billing.
- The company withdrew its 2025 guidance, signaling uncertainty and potential revenue and EBIT declines in 2025.
- Considering the implications of the recent sell-off on required revenue and profitability, UNH could be undervalued by 44% to 123%.
German Buy-Hold-Check investor. With a master's degree in engineering and management, I am able to understand, quantify, and interpret both the economics and (to some point) the technology of companies.
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