WallStSmart

AstraZeneca PLC (AZN)vsUnitedHealth Group Incorporated (UNH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UnitedHealth Group Incorporated generates 634% more annual revenue ($450.53B vs $61.37B). AZN leads profitability with a 17.0% profit margin vs 3.1%. UNH appears more attractively valued with a PEG of 1.06. UNH earns a higher WallStSmart Score of 62/100 (C+).

AZN

Buy

60

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 6.7Quality: 5.0
Piotroski: 6/9Altman Z: 1.48

UNH

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 5.5Value: 4.7Quality: 6.0
Piotroski: 4/9Altman Z: 2.28
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AZNUndervalued (+18.4%)

Margin of Safety

+18.4%

Fair Value

$196.10

Current Price

$160.17

$35.93 discount

UndervaluedFair: $196.10Overvalued
UNHSignificantly Overvalued (-16.1%)

Margin of Safety

-16.1%

Fair Value

$326.53

Current Price

$379.09

$52.56 premium

UndervaluedFair: $326.53Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AZN4 strengths · Avg: 8.8/10
Market CapQuality
$252.33B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
20.8%9/10

Every $100 of equity generates 21 in profit

Operating MarginProfitability
23.5%8/10

Strong operational efficiency at 23.5%

Free Cash FlowQuality
$2.13B8/10

Generating 2.1B in free cash flow

UNH3 strengths · Avg: 10.0/10
Market CapQuality
$340.27B10/10

Mega-cap, among the largest globally

EPS GrowthGrowth
61.5%10/10

Earnings expanding 61.5% YoY

Free Cash FlowQuality
$10.25B10/10

Generating 10.3B in free cash flow

Areas to Watch

AZN2 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.5%4/10

2.5% earnings growth

Altman Z-ScoreHealth
1.482/10

Distress zone — elevated risk

UNH2 concerns · Avg: 3.5/10
Revenue GrowthGrowth
0.4%4/10

0.4% revenue growth

Profit MarginProfitability
3.1%3/10

3.1% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : AZN

The strongest argument for AZN centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 17.0% and operating margin at 23.5%. PEG of 1.28 suggests the stock is reasonably priced for its growth.

Bull Case : UNH

The strongest argument for UNH centers on Market Cap, EPS Growth, Free Cash Flow. PEG of 1.06 suggests the stock is reasonably priced for its growth.

Bear Case : AZN

The primary concerns for AZN are EPS Growth, Altman Z-Score.

Bear Case : UNH

The primary concerns for UNH are Revenue Growth, Profit Margin. Thin 3.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

AZN profiles as a mature stock while UNH is a value play — different risk/reward profiles.

UNH carries more volatility with a beta of 0.62 — expect wider price swings.

AZN is growing revenue faster at 6.4% — sustainability is the question.

UNH generates stronger free cash flow (10.3B), providing more financial flexibility.

Bottom Line

UNH scores higher overall (62/100 vs 60/100). AZN offers better value entry with a 18.4% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

AstraZeneca PLC

HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA

AstraZeneca PLC discovers, develops, manufactures and markets prescription drugs in the areas of oncology, cardiovascular, renal and metabolism, respiratory, infections, neuroscience and gastroenterology worldwide. The company is headquartered in Cambridge, the United Kingdom.

UnitedHealth Group Incorporated

HEALTHCARE · HEALTHCARE PLANS · USA

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.

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