Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

UnitedHealth Group Incorporated

NYSE:UNH

Managed Health Care · benchmarked against Managed Health Care inside the XLV constituent company universe.

Active tabFinancial reports

Current readMixed

Last close433.80

1M return+3.78%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report Jul 17, 8:20 PM GMT+8.

Sample and caveat23 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest Jul 17, 8:20 PM GMT+8

Distinct report rows12

Sections4

Metrics shown23of 28 tracked

Coverage82%

CompanyUnitedHealth Group Incorporated

Overview scoring

Fundamental overview

60/100 blended · 98/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 77/100; Cash flow 63/100; Balance sheet 52/100; Valuation 29/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 59/100; Managed Health Care 67/100; Health Services 60/100; XLV constituent company universe 61/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #4 of 13; Managed Health Care #2 of 5; Health Services #4 of 11; XLV constituent company universe #5 of 59.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 77/100; Cash flow 63/100; Balance sheet 53/100; Valuation 22/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration13/20

Price / Cash Flow has the largest second-order move at -57.25%. 13 metrics are accelerating favorably and 7 are decelerating.

Fundamental PM review

Growth and cash quality4/5

EPS TTM is 15.55 with +17.45% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review2 watch items

Current ratio is 0.78 with -2.72% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 447.6B; Revenue quarter 112B; Revenue next quarter 111B; Operating income TTM 21.7B.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue -0.07%; Revenue quarter +1.60%; Operating income TTM +15.76%; Operating margin +15.76%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 64/100; Cash 66/100; Quality 77/100; Balance 58/100; Valuation 43/100.

Earnings

Metric trend table

8 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	447.6B	+2.85%+12.4B	-0.07%+67M	improving	10
Revenue quarterRevenue	112B	+0.28%+311M	+1.60%+1.8B	accelerating	12
Revenue next quarterRevenue	111B	+0.22%+240.2M	Need 3 reportsNeed 3 reports	stable	2
Operating income TTMEarnings	21.7B	+15.08%+2.8B	+15.76%+3B	accelerating	12
Operating marginProfitability	+4.84%	+15.08%+0.63 pts	+15.76%+0.66 pts	accelerating	12
EPS TTMEarnings	15.55	+17.45%+2.31	+17.09%+2.26	accelerating	9
EPS next quarterEarnings	3.88	-20.04%-0.97	Need 3 reportsNeed 3 reports	deteriorating	2
Net marginQuality	+3.14%	+17.15%+0.46 pts	+17.72%+0.47 pts	accelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Net margin
Oct 2, 2023	359B	91.4B	—	30.6B	+8.51%	—	—	+6.04%
Jan 2, 2024	370.6B	94.4B	—	31.4B	+8.46%	—	—	+6.04%
Apr 1, 2024	378.5B	99.8B	—	31.2B	+8.24%	—	—	+4.06%
Jul 1, 2024	384.4B	98.9B	—	31B	+8.07%	15.12	—	+3.67%
Oct 7, 2024	393.9B	100.8B	—	32.2B	+8.18%	15.39	—	+3.63%
Jan 6, 2025	400.3B	100.8B	—	32.3B	+8.07%	15.54	—	+3.60%
Apr 7, 2025	410.1B	109.6B	—	33.5B	+8.16%	23.92	—	+5.39%
Jul 7, 2025	422.8B	111.6B	—	30.8B	+7.27%	23.09	—	+5.04%
Oct 6, 2025	435.2B	113.2B	—	26.4B	+6.06%	19.16	—	+4.04%
Jan 5, 2026	447.6B	113.2B	—	19B	+4.24%	13.19	—	+2.69%
May 11, 2026	447.6B	111.7B	110.7B	18.8B	+4.21%	13.24	4.85	+2.68%
Jul 17, 2026	447.6B	112B	111B	21.7B	+4.84%	15.55	3.88	+3.14%