
Michael Burry, the Scion Asset Management founder made famous by The Big Short, has rotated hard into three names Wall Street left for dead. According to a portfolio breakdown circulating this week, his largest position is UNH calls at 18.
UnitedHealth Group Incorporated is an American for-profit multinational managed healthcare and insurance company based in Minnetonka, Minnesota. It offers health care products and insurance services. In 2020, it was the second-largest healthcare company (behind CVS Health) by revenue with $257.1 billion, and the largest insurance company by net premiums. UnitedHealthcare revenues comprise 80% of the Group's overall revenue.
| Revenue (TTM) | $450.53B |
| Gross Profit (TTM) | $88.86B |
| EBITDA | $26.68B |
| Operating Margin | 7.13% |
| Return on Equity | 14.10% |
| Return on Assets | 4.87% |
| Revenue/Share (TTM) | $497.54 |
| Book Value | $108.78 |
| Price-to-Book | 3.66 |
| Price-to-Sales (TTM) | 0.79 |
| EV/Revenue | 0.892 |
| EV/EBITDA | 15.68 |
| Quarterly Earnings Growth (YoY) | 61.50% |
| Quarterly Revenue Growth (YoY) | 0.40% |
| Shares Outstanding | $897.60M |
| Float | $895.00M |
| % Insiders | 0.25% |
| % Institutions | 89.81% |
Volatility is currently contracting

Michael Burry, the Scion Asset Management founder made famous by The Big Short, has rotated hard into three names Wall Street left for dead. According to a portfolio breakdown circulating this week, his largest position is UNH calls at 18.

UNH's 39% six-month rally reflects improving medical costs, stronger earnings estimates and a sharper focus on profitable businesses.

September's rate and oil pressures could drive sector rotation, favoring energy, financials and defensive healthcare over growth stocks.

UNH is showing signs of recovery as medical costs improve, Optum gains momentum and 2026 earnings guidance rises.

Rising employer healthcare costs could boost Marsh's consulting demand and create growth avenues for UnitedHealth and Centene through cost-control solutions.

UnitedHealth's insurance unit said on Tuesday that a broad range of conditions will no longer need prior approval, effective October 1, as it aims to eliminate prior authorization for 30% of healthcare services by the end of this year.

UnitedHealth Group's United Healthcare health insurance business said 1,700 diagnostic codes tied to treatments and procedures will soon no longer require prior approval.

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

UnitedHealth Group's stronger six-month return, improving UnitedHealthcare and Optum results and attractive valuation make it the better buy.

UNH outpaces ELV with stronger earnings prospects, improving Medicare profitability, greater upside and a more favorable risk-reward profile.
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