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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (77878)	8/15/2025 5:11:01 PM
From: bruwin	Read Replies (1) of 78476

UNH The other side of the story .... When one looks at UNH's EBITDA we see that ~92% of its Total Revenue has already been used up. It's LTD is high but the Expense of that Debt is not excessive. However that expense is cutting about 12% of what is left at EBITDA. At the end of the day there is only about 5% of its Total Revenue left at its Bottom Line. However, it still manages to pay a 2.9% Dividend. Not surprisingly, based on its relatively low Net Income and its EPS of around $23/sh. its P/E is on the low side at 11.8. For greater profitability it seems that UNH needs to cut its Costs/Expenses between its Total Revenue and EBITDA seeing as there's only ~8% left at that level. It does seem that its price has improved, after hours, to ~$304/sh. For most of the last 3 years UNH's price has moved between ~$450 to ~$550, and then rose to hit Resistance at around ~$600 for about 9 months. But it recently slumped to a low ~$250. However, there has been a recent uptick in its price. There has also been an improvement in its last two LTM Net Income numbers compared to the previous three, so maybe there'll be ongoing price improvement further to what we've just seen --->

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