Workflow
Medical loss ratio
icon
Search documents
Analyst Says This ‘Beaten Down’ Cheap Healthcare Stock Can See a ‘Nice Pop’
Yahoo Finance· 2025-10-14 18:02
Core Viewpoint - UnitedHealth Group Incorporated (NYSE:UNH) is viewed as a potentially undervalued stock with the possibility of a significant rebound if the company successfully executes its plans [1][2] Group 1: Analyst Insights - Victoria Greene from G Squared Private Wealth highlighted that UNH has been "beaten down" over the last 12 months and is now considered a cheap stock with a price-earnings ratio of 15 times [1] - The analyst emphasized the importance of not only cost-cutting but also achieving revenue growth through an improved medical loss ratio, indicating the need for effective pricing of their insurance plans [1] - UNH has reported that 78% of its plans are rated four-star or better, enhancing its eligibility for bonuses and rebates, which could attract more investors if the company executes well [1] Group 2: Competitive Position - LRT Global Opportunities Strategy described UNH as the premier enterprise in the U.S. healthcare sector, with a unique competitive advantage stemming from its integrated model combining UnitedHealthcare and Optum [2] - This integrated approach is reshaping healthcare delivery and management, establishing UnitedHealth as a durable and elite compounding enterprise [2]