UnitedHealth: Diversity Is The Key To Hedging Against Looming Challenges

  • I'm bullish on UNH due to its diversified business model, driving strong revenue growth and resilience amid Medicaid budget cuts and sector volatility. Despite federal healthcare cuts, UnitedHealth is gaining new clients and expanding in self-funded and senior care, reflecting strong demand for its innovative offerings. Financials are robust: Q1'25 revenues are up 8.7% YoY, margins improving, low debt risk, and the stock trades at a discount to peers despite superior profitability.