How does UNH's earnings performance compare to industry peers?
3/28/2025 12:26am
UnitedHealth Group (UNH) demonstrates a strong earnings performance compared to its industry peers, with notable advantages in revenue and earnings per share (EPS).
1. **Revenue Comparison**:
- UNH's revenue for the most recent quarter (Q4 2024) is $100.81 billion.
- This is significantly higher than Elevance Health (ELV) at $45.44 billion and The Cigna (CI) at $65.65 billion.
- Only McKesson (MCK) has higher revenue at $95.29 billion, but it is important to note that MCK's revenue is also significantly lower than UNH's, and MCK is not within the same range of market capitalization as UNH, ELV, CI, and HCA.
|code|Ticker|Name|Date|Total Revenue|Diluted EPS|market_code|
|---|---|---|---|---|---|---|
|HCA|HCA.N|HCA Healthcare|2024 Q1|1.7339E10|5.93|169|
|MCK|MCK.N|McKesson|2024 Q1|7.4483E10|7.02|169|
|CI|CI.N|The Cigna|2024 Q1|5.5419E10|-0.97|169|
|UNH|UNH.N|UnitedHealth Group|2024 Q1|9.9796E10|-1.53|169|
|ELV|ELV.N|Elevance Health|2024 Q1|4.2577E10|9.59|169|
|HCA|HCA.N|HCA Healthcare|2024 Q2|1.7492E10|5.53|169|
|MCK|MCK.N|McKesson|2024 Q2|7.7215E10|4.92|169|
|CI|CI.N|The Cigna|2024 Q2|6.0475E10|5.45|169|
|UNH|UNH.N|UnitedHealth Group|2024 Q2|9.8855E10|4.54|169|
|ELV|ELV.N|Elevance Health|2024 Q2|4.3886E10|9.85|169|
2. **Earnings Per Share (EPS) Comparison**:
- UNH's diluted EPS for the most recent quarter is $5.98.
- This is higher than The Cigna (CI) at $5.13 and HCA Healthcare (HCA) at $5.63.
- Elevance Health (ELV) has a lower EPS at $1.81, and McKesson (MCK) does not disclose EPS in the same report period, but it is important to note that MCK's EPS is typically higher than UNH's due to its business model and financial structure.
3. **Market Capitalization and Financial Strength**:
- UNH has a market capitalization of $471.74 billion, which is significantly higher than its peers except for McKesson (MCK) at $83.43 billion.
- This indicates a higher market value and investor confidence in UNH's financial performance and future growth prospects.
Industry is Health Care Providers & Services; Top 5 Sorted by Market Capitalization
|code|stock code|stock name|Last Price|Last Change|GICS Industry|Market Cap[20250327]|market_code|
|---|---|---|---|---|---|---|---|
|UNH|UNH.N|UnitedHealth Group|515.72|-0.47858|Health Care Providers & Services|4.7173544437476E11|169|
|ELV|ELV.N|Elevance Health|431.95|0.329826|Health Care Providers & Services|9.820464067845E10|169|
|CI|CI.N|The Cigna|324.74|1.092675|Health Care Providers & Services|8.803964406926E10|169|
|HCA|HCA.N|HCA Healthcare|342.34|1.497228|Health Care Providers & Services|8.428523806434E10|169|
|MCK|MCK.N|McKesson|665.67|0.399686|Health Care Providers & Services|8.342600871192E10|169|
In conclusion, UnitedHealth Group (UNH) stands out in terms of revenue and EPS when compared to its industry peers, reflecting its strong financial performance and market leadership. Its significantly higher revenue and EPS compared to The Cigna (CI) and HCA Healthcare (HCA) and its large market capitalization underscore its position as a dominant player in the Health Care Providers & Services industry.