UnitedHealth's Sell-Off Is Exaggerated

  • UnitedHealth's recent sharp sell-off reflects concerns over rising medical costs, leadership changes, and a DOJ investigation into Medicare billing. The company withdrew its 2025 guidance, signaling uncertainty and potential revenue and EBIT declines in 2025. Considering the implications of the recent sell-off on required revenue and profitability, UNH could be undervalued by 44% to 123%.