UNH:NYE-UnitedHealth Group Incorporated (DE) (USD)

EQUITY | Healthcare Plans | New York Stock Exchange

Last Closing

USD 494.38

Change

+1.93 (+0.39)%

Market Cap

USD 144.25B

Volume

2.03M

Analyst Target

USD 330.79
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

UnitedHealth Group Inc designs products, provides services and applies technologies that improve access to health and well-being services, simplify the health care experience and make health care more affordable.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-05-06 )

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ETFs Containing UNH

WH2E:XETRA Invesco Markets II plc - .. 10.95 % 0.00 %

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USD 2.35M
NDJI 9.93 % 0.00 %

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XLV Health Care Select Sector.. 8.92 % 0.13 %

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USD 38.77B
IHCU:LSE iShares S&P 500 Health Ca.. 8.84 % 0.00 %

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USD 1.69B
DJIA Global X Dow 30 Covered C.. 8.71 % 0.00 %

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USD 0.08B
GXLV:LSE SPDR® S&P® U.S. Health .. 8.63 % 0.00 %

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USD 0.38B
CSINDU:SW iShares VII PLC - iShares.. 8.39 % 0.00 %

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USD 1.14B
IUHC:SW iShares S&P 500 Health Ca.. 8.35 % 0.00 %

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USD 2.20B
SXLV:SW SPDR S&P U.S. Health Care.. 8.35 % 0.00 %

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WELG:XETRA Amundi S&P Global Health .. 8.32 % 0.00 %

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USD 0.24B
WELS:XETRA Amundi S&P Global Health .. 8.32 % 0.00 %

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USD 0.24B
ZDJ:CA BMO Dow Jones Industrial .. 8.14 % 0.26 %

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CAD 0.40B
ZWA:CA BMO Covered Call Dow Jone.. 8.14 % 0.72 %

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CAD 0.21B
XUHC:SW Xtrackers MSCI USA Health.. 8.10 % 0.00 %

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USD 0.13M
WHCS:SW iShares MSCI World Health.. 7.72 % 0.00 %

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USD 0.84B
VHT Vanguard Health Care Inde.. 7.35 % 0.10 %

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USD 17.55B
DRUG:AU BetaShares Global Healthc.. 7.28 % 0.00 %

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USD 0.17B
FMCX Northern Lights Fund Trus.. 6.84 % 0.00 %

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USD 0.09B
MEDI Harbor Health Care ETF 6.27 % 0.00 %

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USD 0.01B
WHEA:LSE SPDR® MSCI World Health .. 5.97 % 0.00 %

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USD 0.58B
HEAW:LSE SPDR® MSCI World Health .. 5.97 % 0.00 %

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USD 0.57B
XDWH:LSE Xtrackers MSCI World Heal.. 5.97 % 0.00 %

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USD 2.61B
XWHS:LSE Xtrackers MSCI World Heal.. 5.87 % 0.00 %

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USD 2.47B
WHEA:SW SPDR MSCI World Health Ca.. 5.87 % 0.00 %

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DIVO Amplify CWP Enhanced Divi.. 5.54 % 0.94 %

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USD 3.25B
5ESGES:SW 5.36 % 0.00 %

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FHI:CA CI Health Care Giants Cov.. 5.18 % 0.75 %

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CAD 0.09B
XIDD:LSE Xtrackers MSCI Indonesia .. 5.06 % 0.00 %

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USD 0.05B
QLTY GMO U.S. Quality ETF 4.88 % 0.00 %

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USD 0.44B
UDOW ProShares UltraPro Dow30 4.84 % 0.95 %

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USD 0.64B
HART IQ Healthy Hearts ETF 4.78 % 0.00 %

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USD 9.11M
BQGE:F Ossiam Lux Barclays Quant.. 4.68 % 0.00 %

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MHCD:CA Middlefield Healthcare Di.. 4.51 % 0.00 %

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CAD 0.16B
HEAL:CA 4.36 % 0.00 %

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UPWD 4.21 % 0.00 %

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HYLG Global X Funds - Global X.. 3.98 % 0.00 %

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USD 2.85M
S5EE:LSE UBS (Irl) ETF plc - S&P 5.. 3.98 % 0.00 %

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USD 0.27B
S5EG:LSE UBS (Irl) ETF plc - S&P 5.. 3.98 % 0.00 %

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USD 0.01B
AW1C:XETRA UBS (Irl) ETF plc - S&P 5.. 3.98 % 0.00 %

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USD 0.03B
CACG ClearBridge All Cap Growt.. 3.94 % 0.53 %

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USD 0.12B
SPESGE:SW UBS (Irl) ETF plc - S&P 5.. 3.85 % 0.00 %

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USD 0.27B
IWFG IQ Winslow Focused Large .. 3.75 % 0.00 %

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USD 9.24M
DXQ:CA Dynamic Active Enhanced Y.. 3.61 % 0.00 %

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CAD 0.53B
EDOW First Trust Dow 30 Equal .. 3.54 % 0.50 %

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USD 0.24B
AVIE American Century ETF Trus.. 3.53 % 0.00 %

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USD 5.06M
CV9:PA Amundi Index Solutions - .. 3.48 % 0.00 %

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USD 0.39B
LRGE ClearBridge Large Cap Gro.. 3.29 % 0.59 %

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USD 0.23B
CFLO:AU BETASHARES GLOBAL CASH FL.. 3.27 % 0.00 %

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DSTL Distillate US Fundamental.. 3.18 % 0.00 %

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USD 1.79B
ZUQ:CA BMO MSCI USA High Quality 3.17 % 0.32 %

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CAD 0.76B
VSMV VictoryShares US Multi-Fa.. 3.08 % 0.35 %

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USD 0.14B
RUDC:CA RBC U.S. Dividend Covered.. 3.03 % 0.00 %

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CAD 0.02B
EVUS 3.00 % 0.00 %

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FSUS:LSE iShares Edge MSCI USA Mul.. 2.87 % 0.00 %

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USD 0.08B
IFSU:LSE iShares Edge MSCI USA Mul.. 2.87 % 0.00 %

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USD 0.08B
CIRC 2.85 % 0.00 %

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MGV Vanguard Mega Cap Value I.. 2.83 % 0.07 %

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USD 7.32B
DXGE:CA Dynamic Active Global Equ.. 2.82 % 0.00 %

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CAD 0.04B
IFSU:SW iShares Edge MSCI USA Mul.. 2.75 % 0.00 %

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USD 0.08B
NZRO 2.74 % 0.00 %

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UPVLE:SW UBS (Irl) ETF plc - Facto.. 2.62 % 0.00 %

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USD 0.02B
UPVLD:SW UBS (Irl) ETF plc - Facto.. 2.62 % 0.00 %

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USD 0.32B
UPVLH:SW 2.62 % 0.00 %

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DEIF 2.41 % 0.00 %

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IGSG:LSE iShares Dow Jones Global .. 2.36 % 0.00 %

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USD 1.29B
IGSU:LSE iShares Dow Jones Global .. 2.35 % 0.00 %

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USD 1.29B
RFFC RiverFront Dynamic US Fle.. 2.33 % 0.52 %

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USD 0.02B
LOWV AB US Low Volatility Equi.. 2.30 % 0.00 %

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USD 0.03B
RWL Invesco S&P 500 Revenue E.. 2.29 % 0.39 %

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USD 3.12B
FFLV 2.26 % 0.00 %

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PFM Invesco Dividend Achiever.. 2.25 % 0.54 %

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USD 0.66B
VTV Vanguard Value Index Fund.. 2.23 % 0.04 %

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USD 115.97B
HLTH:AU VanEck Global Healthcare .. 2.15 % 0.00 %

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USD 0.06B
HQLT:AU BetaShares Global Quality.. 2.15 % 0.00 %

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USD 0.57B
QLTY:AU Betashares Global Quality.. 2.15 % 0.00 %

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USD 0.57B
IUSA 2.14 % 0.00 %

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UC07:LSE UBS (Irl) plc - MSCI USA .. 2.13 % 0.00 %

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USD 0.65B
XHS SPDR® S&P Health Care Se.. 2.12 % 0.35 %

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USD 0.08B
DSAE:CA Desjardins SocieTerra Ame.. 2.11 % 0.00 %

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CAD 1.18M
CDEI Morgan Stanley ETF Trust .. 2.11 % 0.00 %

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USD 0.04B
USVUSY:SW UBS (Irl) ETF plc - MSCI .. 2.03 % 0.00 %

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USD 0.63B
FELG Fidelity Enhanced Large C.. 2.00 % 0.00 %

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USD 2.42B
MODL VictoryShares WestEnd U.S.. 1.93 % 0.00 %

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USD 0.33B
XWBS:LSE Xtrackers MSCI World Mini.. 1.90 % 0.00 %

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USD 0.01B
QUS:CA QuantShares Enhanced Core.. 1.90 % 0.45 %

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CAD 0.16B
QUS SPDR® MSCI USA Strategic.. 1.87 % 0.15 %

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USD 1.26B
FLUS:CA Franklin U.S. Large Cap M.. 1.84 % 0.28 %

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CAD 0.05B
LGBT 1.77 % 0.00 %

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SBIU:XETRA 1.77 % 0.00 %

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PABU:LSE 1.76 % 0.00 %

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PABS:LSE 1.76 % 0.00 %

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PABL:LSE 1.76 % 0.00 %

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ESUS:LSE Invesco MSCI USA ESG Univ.. 1.76 % 0.00 %

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USD 0.03B
ESGU:LSE Invesco MSCI USA ESG Univ.. 1.76 % 0.00 %

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USD 2.28B
JVAL JPMorgan U.S. Value Facto.. 1.75 % 0.12 %

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USD 0.83B
500X:SW SPDR S&P 500 ESG Leaders .. 1.74 % 0.00 %

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USD 2.39B
ESGS:LSE Invesco MSCI USA ESG Univ.. 1.74 % 0.00 %

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USD 2.28B
ESPB:LSE Invesco MSCI USA ESG Univ.. 1.74 % 0.00 %

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USD 1.31M
ESUD:LSE Invesco MSCI USA ESG Univ.. 1.74 % 0.00 %

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USD 0.03B
FUSR:XETRA Fidelity Sustainable Rese.. 1.70 % 0.00 %

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USD 0.31B
ESGU:SW Invesco MSCI USA ESG Univ.. 1.69 % 0.00 %

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ETHI:AU BetaShares Global Sustain.. 1.67 % 0.00 %

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USD 3.08B
FUSR:SW Fidelity Sustainable Rese.. 1.67 % 0.00 %

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USD 0.20M
ISTE:CA Invesco S&P 500 ESG Tilt .. 1.63 % 0.00 %

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CAD 1.24M
XWEB:XETRA Xtrackers MSCI World Mini.. 1.62 % 0.00 %

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USD 0.01B
ETHI:CA Global X Global Sustainab.. 1.58 % 0.74 %

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CAD 0.11B
SPEUS:PA BNP Paribas Easy S&P 500 .. 1.56 % 0.00 %

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CVLU:CA CI U.S. Enhanced Value In.. 1.55 % 0.00 %

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CAD 6.74M
AW1F:XETRA UBS (Irl) ETF plc MSCI US.. 1.52 % 0.00 %

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USD 7.97M
IUTE:CA Invesco S&P US Total Mark.. 1.52 % 0.00 %

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CAD 4.13M
SPXT ProShares S&P 500® ex-Te.. 1.52 % 0.27 %

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USD 0.05B
LYUSA:SW 1.51 % 0.00 %

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USESGA:SW UBS (Irl) ETF plc MSCI US.. 1.49 % 0.00 %

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USD 7.83M
PABU:SW Amundi S&P 500 Climate Ne.. 1.48 % 0.00 %

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ZA30:XETRA iShares S&P 500 ESG UCITS.. 1.47 % 0.00 %

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USD 0.32B
S500H:PA Amundi Index Solutions - .. 1.47 % 0.00 %

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SPYV SPDR® Portfolio S&P 500 .. 1.46 % 0.06 %

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USD 21.17B
FCRR:CA Fidelity U.S. Dividend fo.. 1.44 % 0.39 %

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CAD 0.05B
XNUS:XETRA Xtrackers USA Net Zero Pa.. 1.42 % 0.00 %

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USD 0.01B
S5SD:LSE UBS (Irl) ETF plc - S&P 5.. 1.42 % 0.00 %

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USD 0.71B
4UBQ:XETRA UBS (Irl) ETF plc - S&P 5.. 1.42 % 0.00 %

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USD 1.32B
5ESG:LSE UBS (Irl) ETF plc - S&P 5.. 1.42 % 0.00 %

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USD 7.13M
LUSAC:SW Amundi MSCI USA ESG Clima.. 1.42 % 0.00 %

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USD 2.06B
JGPI:XETRA JPM Global Equity Premium.. 1.41 % 0.00 %

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JEAG:LSE JPM Global Equity Premium.. 1.41 % 0.00 %

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USD 0.10B
JEGA:LSE JPM Global Equity Premium.. 1.41 % 0.00 %

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USD 0.07B
JEGA:XETRA JPM Global Equity Premium.. 1.41 % 0.00 %

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XZSP:XETRA Xtrackers S&P 500 ESG UCI.. 1.40 % 0.00 %

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USD 0.05B
CBUM:XETRA iShares S&P 500 ESG UCITS.. 1.40 % 0.00 %

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USD 0.32B
5ESGE:SW UBS (Irl) ETF plc - S&P 5.. 1.39 % 0.00 %

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USD 0.46B
5ESGG:SW UBS (Irl) ETF plc - S&P 5.. 1.39 % 0.00 %

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USD 7.13M
5ESGS:SW UBS (Irl) ETF plc - S&P 5.. 1.39 % 0.00 %

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USD 0.14B
S5ESG:SW UBS (Irl) ETF plc - S&P 5.. 1.39 % 0.00 %

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USD 2.08B
SPESG:SW UBS (Irl) ETF plc - S&P 5.. 1.39 % 0.00 %

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USD 0.72B
NRAU:LSE 1.37 % 0.00 %

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BBUD:SW 1.35 % 0.00 %

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IUCE:CA Invesco S&P US Total Mark.. 1.33 % 0.00 %

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CAD 1.23M
NSPI 1.32 % 0.00 %

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DFSU Dimensional US Sustainabi.. 1.31 % 0.00 %

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USD 0.92B
EDMG:LSE iShares MSCI USA ESG Enha.. 1.30 % 0.00 %

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CBUC:XETRA iShares MSCI USA ESG Enha.. 1.29 % 0.00 %

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USD 0.03B
EEDS:LSE iShares MSCI USA ESG Enha.. 1.29 % 0.00 %

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USD 8.39B
EEDG:LSE iShares MSCI USA ESG Enha.. 1.29 % 0.00 %

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USD 8.49B
EDMU:SW iShares MSCI USA ESG Enha.. 1.26 % 0.00 %

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USD 6.30B
WEBC:XETRA Amundi MSCI North America.. 1.22 % 0.00 %

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EABG:XETRA 1.21 % 0.00 %

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GPAB:PA 1.21 % 0.00 %

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QWLD SPDR® MSCI World Strateg.. 1.20 % 0.30 %

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USD 0.12B
USFMD:SW UBS (Irl) ETF plc - MSCI .. 1.19 % 0.00 %

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USD 0.03B
USMUFE:SW UBS (Irl) ETF plc - MSCI .. 1.19 % 0.00 %

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USD 7.21M
USMUFS:SW UBS (Irl) ETF plc - MSCI .. 1.19 % 0.00 %

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USD 0.02B
USFMA:SW UBS (Irl) ETF plc - MSCI .. 1.19 % 0.00 %

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USD 0.08B
ROUS Hartford Multifactor US E.. 1.17 % 0.21 %

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USD 0.41B
QMIX:AU SPDR MSCI World Quality M.. 1.15 % 0.00 %

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USD 0.06B
CVLC Morgan Stanley ETF Trust .. 1.13 % 0.00 %

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USD 0.29B
GPAB:LSE 1.13 % 0.00 %

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EABG:LSE 1.12 % 0.00 %

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SBIW:XETRA 1.12 % 0.00 %

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ESGW:LSE Invesco MSCI World ESG Un.. 1.12 % 0.00 %

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USD 0.14B
OP7E:XETRA Ossiam Bloomberg USA PAB .. 1.12 % 0.00 %

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USD 0.47B
OP7H:PA Ossiam Bloomberg USA PAB .. 1.12 % 0.00 %

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ESGG:LSE Invesco MSCI World ESG Un.. 1.11 % 0.00 %

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USD 0.14B
USNZ DBX ETF Trust - Xtrackers.. 1.09 % 0.00 %

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USD 0.19B
ESGW:SW Invesco MSCI World ESG Un.. 1.09 % 0.00 %

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XNZG:LSE Xtrackers USA Net Zero Pa.. 1.08 % 0.00 %

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USD 0.01B
EDMW:SW iShares MSCI World ESG En.. 0.94 % 0.00 %

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WVOL:AU iShares Edge MSCI World M.. 0.94 % 0.00 %

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USD 0.30B
EEWG:LSE iShares MSCI World ESG En.. 0.94 % 0.00 %

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USD 0.45B
EEWD:LSE iShares MSCI World ESG En.. 0.94 % 0.00 %

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USD 0.45B
EGMW:LSE iShares MSCI World ESG En.. 0.94 % 0.00 %

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USD 4.21B
CLWD:SW 0.90 % 0.00 %

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WRDU:LSE 0.89 % 0.00 %

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AWESG:SW UBS (IRL) ETF Plc – MSC.. 0.87 % 0.00 %

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USD 1.64B
AWESGW:SW UBS (IRL) ETF Plc – MSC.. 0.87 % 0.00 %

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USD 0.68B
AWESGE:SW UBS (IRL) ETF Plc – MSC.. 0.87 % 0.00 %

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USD 0.30B
AWESGG:SW UBS (IRL) ETF Plc – MSC.. 0.87 % 0.00 %

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USD 0.09B
AWESGS:SW UBS (IRL) ETF Plc – MSC.. 0.87 % 0.00 %

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USD 0.65B
AWESGT:SW UBS (IRL) ETF Plc – MSC.. 0.87 % 0.00 %

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USD 0.03B
AWESGJ:SW UBS (IRL) ETF Plc – MSC.. 0.87 % 0.00 %

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USD 9.68B
10AH:XETRA 0.86 % 0.00 %

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10AB:XETRA 0.86 % 0.00 %

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ASRW:XETRA BNP Paribas Easy MSCI Wor.. 0.84 % 0.00 %

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USD 0.21B
GLOF iShares MSCI Global Multi.. 0.82 % 0.00 %

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USD 0.12B
WEMT2:PA BNP PARIBAS EASY - MSCI W.. 0.76 % 0.00 %

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ASRY:XETRA BNP Paribas Easy MSCI Wor.. 0.76 % 0.00 %

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USD 0.21B
XNZS:LSE Xtrackers World Net Zero .. 0.75 % 0.00 %

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USD 0.19M
XNZW:LSE Xtrackers World Net Zero .. 0.75 % 0.00 %

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USD 0.03B
XNZW:XETRA Xtrackers World Net Zero .. 0.74 % 0.00 %

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USD 0.03B
XNZW:SW Xtrackers World Net Zero .. 0.74 % 0.00 %

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USD 0.19M
GACL:XETRA Goldman Sachs Paris Align.. 0.74 % 0.00 %

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USD 6.46M
GERD:XETRA L&G Gerd Kommer Multifact.. 0.63 % 0.00 %

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USD 0.27B
BSCJ 0.41 % 0.10 %

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CURE Direxion Daily Healthcare.. 0.00 % 1.06 %

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USD 0.19B
DOG ProShares Short Dow30 0.00 % 0.95 %

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USD 0.17B
DXD ProShares UltraShort Dow3.. 0.00 % 0.95 %

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USD 0.08B
ESGS Columbia Sustainable U.S... 0.00 % 0.35 %

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USD 0.06B
FBGX UBS AG FI Enhanced Large .. 0.00 % 0.00 %

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USD 0.20B
FDLO Fidelity® Low Volatility.. 0.00 % 0.30 %

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USD 1.05B
FDRR Fidelity® Dividend ETF f.. 0.00 % 0.30 %

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USD 0.53B
FHLC Fidelity® MSCI Health Ca.. 0.00 % 0.08 %

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USD 3.04B
FLGE 0.00 % 0.00 %

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FLQG 0.00 % 0.34 %

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FVAL Fidelity® Value Factor E.. 0.00 % 0.30 %

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USD 0.79B
HEA.A:CA 0.00 % 1.61 %

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IBDK 0.00 % 0.10 %

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IJS iShares S&P Small-Cap 600.. 0.00 % 0.25 %

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USD 6.91B
IUSV iShares Core S&P U.S. Val.. 0.00 % 0.04 %

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USD 17.28B
IVE iShares S&P 500 Value ETF 0.00 % 0.18 %

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USD 33.01B
IXJ iShares Global Healthcare.. 0.00 % 0.46 %

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USD 3.92B
IYH iShares U.S. Healthcare E.. 0.00 % 0.43 %

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USD 3.35B
JHMH 0.00 % 0.46 %

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PYF:CA Purpose Premium Yield 0.00 % 0.73 %

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CAD 0.09B
QVM 0.00 % 0.65 %

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RALS 0.00 % 0.95 %

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MXDU 0.00 % 0.34 %

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JDIV 0.00 % 0.12 %

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JMIN 0.00 % 0.12 %

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ESGU iShares ESG Aware MSCI US.. 0.00 % 0.15 %

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USD 12.81B
CLRG 0.00 % 0.25 %

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HONR 0.00 % 0.65 %

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HIG:CA Global Healthcare Income .. 0.00 % 1.02 %

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CAD 0.05B
WOMN Impact Shares YWCA Women'.. 0.00 % 0.00 %

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USD 0.06B
IUS Invesco RAFI Strategic US.. 0.00 % 0.00 %

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USD 0.53B
RWDC 0.00 % 0.00 %

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LS:CA Middlefield Healthcare & .. 0.00 % 2.21 %

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CAD 0.16B
XSUS:CA iShares ESG MSCI USA Inde.. 0.00 % 0.00 %

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CAD 0.46B
DYNF BlackRock US Equity Facto.. 0.00 % 0.00 %

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USD 7.80B
TGED:CA TD Active Global Enhanced.. 0.00 % 0.00 %

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CAD 0.27B
HWF:CA 0.00 % 0.00 %

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SNPE Xtrackers S&P 500 ESG ETF 0.00 % 0.00 %

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USD 1.11B
FHI-B:CA CI Health Care Giants Cov.. 0.00 % 0.00 %

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CAD 0.05B
ACWF 0.00 % 0.00 %

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ISHAF 0.00 % 0.00 %

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ISHXF iShares Canadian Governme.. 0.00 % 0.00 %

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USD 0.50B
VRGWX Vanguard Russell 1000 Gro.. 0.00 % 0.00 %

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USD 26.28B
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Market Performance

  Market Performance vs. Industry/Classification (Healthcare Plans) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -6.10% 38% F 19% F
Dividend Return 0.36% 60% D- 20% F
Total Return -5.74% 38% F 18% F
Trailing 12 Months  
Capital Gain 0.36% 38% F 33% F
Dividend Return 1.53% 60% D- 20% F
Total Return 1.88% 38% F 27% F
Trailing 5 Years  
Capital Gain 106.72% 67% D+ 88% B+
Dividend Return 12.23% 75% C 48% F
Total Return 118.95% 67% D+ 88% B+
Average Annual (5 Year Horizon)  
Capital Gain 19.00% 88% B+ 83% B
Dividend Return 20.56% 88% B+ 83% B
Total Return 1.56% 80% B- 37% F
Risk Return Profile  
Volatility (Standard Deviation) 18.62% 75% C 59% D-
Risk Adjusted Return 110.40% 88% B+ 99% N/A
Market Capitalization 144.25B 100% F 100% F

Key Financial Ratios

  Ratio vs. Industry/Classification (Healthcare Plans) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 18.42 57% 46%
Price/Book Ratio 4.56 25% 19%
Price / Cash Flow Ratio 13.93 25% 26%
Price/Free Cash Flow Ratio 12.05 25% 33%
Management Effectiveness  
Return on Equity 24.99% 88% 88%
Return on Invested Capital 18.18% 89% 84%
Return on Assets 7.79% 100% 86%
Debt to Equity Ratio 65.64% 33% 51%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.