業種
Health Insurance & PBM
Health Insurance & PBM のすべてのレポート — 全 2 件。
43/100
84Buffett
UnitedHealth Group (UNH): A Deep-Dive Value Investing Study
The largest integrated health insurance and PBM platform in the U.S., recovering after a 41% drop in 2025 operating profit; at the current $388.47 the stock sits in the upper part of its fair-value range with no clear margin of safety. Rating: Watch.
42/100
51Buffett
The Cigna Group Long-Term Value Investment Analysis
A U.S. dual-engine platform of commercial health insurance plus PBM, with 2025 revenue of $274.9 billion and 2.222 billion Evernorth prescriptions. At the current $286 price it trades at roughly 9-10x owner earnings; cheap, but carrying a PBM regulatory discount, with no clear margin of safety. Rating: Watch.