GlaxoSmithKline PLC ADR (GSK)vsUnitedHealth Group Incorporated (UNH)
GSK
GlaxoSmithKline PLC ADR
$50.41
-0.18%
HEALTHCARE · Cap: $101.38B
UNH
UnitedHealth Group Incorporated
$379.98
+2.77%
HEALTHCARE · Cap: $335.78B
Smart Verdict
WallStSmart Research — data-driven comparison
UnitedHealth Group Incorporated generates 1272% more annual revenue ($449.71B vs $32.78B). GSK leads profitability with a 17.8% profit margin vs 2.7%. GSK appears more attractively valued with a PEG of 0.50. GSK earns a higher WallStSmart Score of 66/100 (B-).
GSK
Strong Buy66
out of 100
Grade: B-
UNH
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-3.1%
Fair Value
$56.71
Current Price
$50.41
$6.30 premium
Margin of Safety
+42.2%
Fair Value
$639.72
Current Price
$379.98
$259.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Every $100 of equity generates 41 in profit
Strong operational efficiency at 36.3%
Large-cap with strong market position
Attractively priced relative to earnings
Mega-cap, among the largest globally
Generating 8.1B in free cash flow
Areas to Watch
1.5% revenue growth
Elevated debt levels
Distress zone — elevated risk
Moderate valuation
2.0% revenue growth
0.7% earnings growth
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : GSK
The strongest argument for GSK centers on PEG Ratio, Return on Equity, Operating Margin. Profitability is solid with margins at 17.8% and operating margin at 36.3%. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bull Case : UNH
The strongest argument for UNH centers on Market Cap, Free Cash Flow. PEG of 1.27 suggests the stock is reasonably priced for its growth.
Bear Case : GSK
The primary concerns for GSK are Revenue Growth, Debt/Equity, Altman Z-Score.
Bear Case : UNH
The primary concerns for UNH are P/E Ratio, Revenue Growth, EPS Growth. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
UNH carries more volatility with a beta of 0.65 — expect wider price swings.
UNH is growing revenue faster at 2.0% — sustainability is the question.
UNH generates stronger free cash flow (8.1B), providing more financial flexibility.
Monitor DRUG MANUFACTURERS - GENERAL industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GSK scores higher overall (66/100 vs 54/100), backed by strong 17.8% margins. UNH offers better value entry with a 42.2% margin of safety. Both earn "Strong 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.
GlaxoSmithKline PLC ADR
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
GlaxoSmithKline plc is dedicated to the creation, discovery, development, manufacture and marketing of pharmaceuticals, vaccines, over-the-counter drugs and health-related consumer products in the UK, US and internationally. The company is headquartered in Brentford, 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.
Visit Website →Compare with Other DRUG MANUFACTURERS - GENERAL Stocks
Want to dig deeper into these stocks?