CVS vs UNH

CVS Health and UnitedHealth Group, both Healthcare

UnitedHealth Group is the larger company at $364B against $125B. On trailing earnings CVS is the cheaper of the two at a P/E of 24.8 against 25.8, a gap that is only a bargain if the two are growing at similar rates. Over the past year UNH returned +68% against +52% for CVS. Ryufin's sector-relative Smart Score puts CVS ahead, 6/10 against 5/10.

CVS Health and UnitedHealth Groupcompared on valuation, return and Ryufin’s Smart Score
FigureCVSUNH
Last close$94.30$401
Market cap$125B$364B
Trailing P/Elower is cheaper for the same earnings, not automatically better24.825.8
Dividend yield2.8%2.2%
1-year return+52%+68%
5-year return+34%+6.2%
Ryufin Smart Scoresector-relative, 1–106/105/10

Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.

CVS Health

Revenue of $106B in Q2 2026, net income $3.0B. Its largest reported line is Health Services, 42% of the disclosed total.

UnitedHealth Group

Revenue of $112B in Q2 2026, net income $5.5B. Its largest reported line is Total Optum, 50% of the disclosed total.

Open these two in the interactive comparison to add more names, change the period or read the correlation.