UnitedHealth: My Uncomfortable Buy With Possible Upside Despite All The Red Flags

  • UnitedHealth Group faces multiple headwinds: soaring medical costs, leadership changes, regulatory scrutiny, and reputational issues—creating significant uncertainty. Despite these challenges, the stock is trading at a steep discount, with a forward P/E nearly 30% below its 5-year average, pricing in substantial downside. If operational and financial issues stabilize, UNH could see significant upside, potentially doubling in value as fundamentals normalize and margins recover.