Revolution~
2025.09.09 10:36

$联合健康(UNH.US)Restating the 2025 EPS forecast at $16, which aligns with the current share price of $320, resulting in a P/E ratio of 20.

I believe this is still quite stable—most of the major risks have been addressed, and the company’s operations have returned to normal. After all, a P/E ratio of 20 for an INDUSTRY LEADER is reasonable and not overpriced.

If it weren’t for the recent crisis, the EXPECTED EPS would likely have been around $30. Now that the stock price has bottomed out, if the EPS gradually returns to a normal level, the stock price should follow suit and rise accordingly.

Alright then. Let time do its work.

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