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UNH – Market expectations are for declining Uniform ROA, but management is confident about cash flows and their long-term positioning

February 20, 2018

    • UnitedHealth Group Incorporated (UNH:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) Earnings, with a 19.8x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about cash flows and their long-term positioning
    • Specifically, management is confident that a significant portion of their regulated business’ tax value goes back to the market through recaptured mechanisms, and that their improved cash flows in the business will advance things like their health care delivery platforms. Furthermore, they are confident in their improved positioning for the long term, and in their improved ability to address the social determinants of health care to better serve people with complex needs

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