Home Compare CAH vs UNH
Stock Comparison · Comparison

Cardinal Health vs UnitedHealth Group: Which Stock Looks Stronger in 2026?

Cardinal Health holds the cleaner structural position, with the lead spread across profitability and growth. UnitedHealth still has the edge on valuation, which keeps the comparison from looking entirely one-sided. On the market side, Cardinal Health is in better shape — its trend is intact while UnitedHealth's trend has broken down. That puts structure and market broadly in agreement — Cardinal Health's lead looks more confirmed than conflicted.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The clearest separation starts in profitability, but growth adds another real layer to the result. The overall score gap is 19 points in favour of Cardinal Health, Inc..

Trajectory Similarity
0.77
Similar
Peer-set rank: #12
within Cardinal Health, Inc.'s functional peer set

These two companies are linked by measured long-term financial trajectory similarity within the selected peer universe.

A solid similarity means the pair shares a clearly comparable long-term financial profile, even if individual dimensions still differ.

Most of the shared profile comes through investment intensity and margin consistency.

Similarity drivers
investment intensitymargin consistency
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
CAH
Cardinal Health, Inc.
65
Peer-Score
Signal qualityMedium
vs
UNH
UnitedHealth Group Incorporated
46
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: CAH vs UNH Profitability 68 29 Stability 57 29 Valuation 60 76 Growth 75 43 CAH UNH
Gap Ranking
#1 Profitability +39
#2 Growth +32
#3 Stability +28
#4 Valuation +16
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CAH and UNH Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CAHUNH Relative valuation Structural strength

Cardinal Health, Inc. holds the stronger structural profile, but the price setup still leans toward UnitedHealth Group Incorporated.

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
On profitability, Cardinal Health, Inc. ranks near the top of the group; UnitedHealth Group Incorporated sits in the weaker half.
Growth
On growth, the same pattern holds: both are strong, but Cardinal Health, Inc. still leads clearly.
Profitability — Dominant Gap
CAH
68
UNH
29
Gap+39in favour of CAH

Capital efficiency adds support, with a 40-point ROIC advantage.

What keeps the gap from being one-sided

Absolute pricing still looks more supportive for UnitedHealth, with a forward P/E that is 5.5 turns lower there.

What this means for the comparison

The lead is built on both profitability and growth — though valuation still provides a counterweight.

Explore full peer positioning in AssetNext

Break down the CAH vs UNH comparison across all dimensions with the full interactive tool.

Explore full breakdown →
Similar profitability-and-growth comparisons

Explore how CAH and UNH each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.