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CORONAVIRUS CRISIS : Since early February, UnitedHealth Group stock has moved 6.8% compared to -9.8% for CVS Health.
UnitedHealth's stock grew 6.8% since early February, compared to -9.8% decline for CVS Health, after the WHO declared a global health emergency relating to coronavirus.
UnitedHealth's stock surged 19.3%, while CVS Health's stock jumped 12.8% since March 23 lows seen in the broader markets, after the government's $2 trillion economic package.
UnitedHealth Group % Change For Key Dates: 2020 Crisis
CVS Health % Change For Key Dates: 2020 Crisis
HISTORICAL PERFORMANCE: From 2009-2019 UnitedHealth Group stock has grown at 5.8x the rate of CVS Health
UnitedHealth Group stock went from $25.99 at the end of 2009 to $292.71 at the end of 2019, representing a change of 1026.2%.
During the same time period, the CVS Health went from $26.37 to $73.18 representing a change of 177.5%.
This implies that UnitedHealth Group stock grew at 5.8x the rate of CVS Health
UNH Stock Price
CVS Stock Price
UNH Stock Price Annualized Rate of Return
CVS Stock Price Annualized Rate of Return
ANALYSIS: Is UnitedHealth Group stock expensive based on a review of the fundamentals?
P/E Ratio: Based on trailing 2019 P/E ratios, UNH stock looks expensive compared to prior years and expensive compared to CVS Health
UnitedHealth Group 2019 trailing P/E ratio of 19.4x is 1.8x that of the 2019 CVS Health P/E ratio of 10.7x.
* P/E Ratio is calculated based on year end market price and trailing adjusted earnings. However, for 2020 P/E, we use 2019 adjusted earnings and current market price.
Historical Revenue Growth: UnitedHealth Group has seen slower revenue growth compared to CVS Health, though CVS Health's revenue jump in 2018 and 2019 can be attributed to the Aetna acquisition.
UnitedHealth Group 2014-19 annualized revenue growth of 13.2% is 0.6x that of the 2014-19 CVS Health's annualized revenue growth rate of 23.8%.
2014-19 Annualized Revenue Growth Comparison
UNH Annual Change in Revenue
CVS Annual Change In Revenue
Historical EPS Growth: UnitedHealth Group has seen much stronger EPS growth compared to CVS Health
UnitedHealth Group 2014-19 annualized adjusted EPS growth of 20.1% is 1.8x that of the 2014-19 CVS Health annualized EPS growth rate of 10.8%.
Adjusted EPS refers to adjusted or non-GAAP EPS reported in the company's SEC filings.
2014-19 Annualized EPS Growth Comparison
UNH Adjusted EPS Growth
CVS Adjusted EPS Growth
Survival Check: Total Debt Comparisons
UnitedHealth Group Total Debt has increased from $33 billion to $41 between 2016 and 2019. In comparison, Total Debt for CVS Health has risen from $27 billion to $68 billion.
UNH Total Debt
CVS Total Debt
While UnitedHealth's stock has given better returns over the recent months, as well as over the recent years, going by fundamentals, its EPS growth has been much stronger than CVS Health. Though CVS Health posted better revenue growth, it can partly be attributed to the impact of the Aetna acquisition. Moreover, UnitedHealth is less leveraged compared to CVS Health, and it garners more cash from its operations to meet near term interest and debt payouts. It is clear that UnitedHealth stock appears better looking at these fundamentals, but it seems to be already priced in by the market, evident from the higher P/E multiple, which is higher or in-line with the levels seen over the past few years, and 2.2x higher than that of CVS Health.
Our complete set of analyses on UnitedHealth Group
Our complete set of analyses on CVS Health