UnitedHealth Group: Optum To Drive Growth But Watch For Regulatory Risk

jetcityimage Investment Thesis UnitedHealth (NYSE:UNH) currently holds a 15% market share within the U.S. healthcare industry making it the largest company within the healthcare sector. The industry itself is very top-heavy where the top five companies control over half of the market. This consequently has given UNH pricing power due to their scale which has led to increased revenue through the previous years. Its Optum segment, consisting of Optum Health, Optum Insight, and Optum Rx is expected to driv ...