UnitedHealth Group: Customer-Centered Initiatives To Help Hedge Against Adversity


  • The S&P 500’s -17.48% fall shows that the US health sector performed poorly last year. Covid issues and high inflation rates contributed to this terrible result.
  • Staff shortages, supply chain disruptions, and growing operational expenses are signs of the industry’s crisis.
  • UnitedHealth Group has persevered through industry challenges. Over the past year, the stock price has gained 6%, outperforming the market by 24%.
  • The outlook for the US health sector is bleak, but UNH’s customer-centric strategies will carry the company over the stormy seas.

Stethoscope and mini airplane on top of stack of money

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Investment Thesis

The US health sector has performed poorly over the past year, as evidenced by the S&P 500’s -17.48% decline. This abysmal outcome can be linked to Covid-related difficulties and a challenging economic climate marked by historically high inflation

S&P 500 Chart

Seeking Alpha

Revenue Performance Per Segment

UNH Form 10Q

Health Expenditure Growth Vs GDP Expenditure Growth

McKinsey & Co Analysis

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: This article was researched and written by January Mbuvi.

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