Macy's Inc vs UnitedHealth Group Inc — how do they compare? Macy's Inc trades at $23.3 (market cap $6.13B), while UnitedHealth Group Inc trades at $431.17 (market cap $382.83B). The key difference: UnitedHealth Group Inc is far larger — about 62.5× Macy's Inc's market cap, and Macy's Inc pays the higher dividend (3.29%). Which is the better fit depends on your goals.
| M | UNH | |
|---|---|---|
Market Cap | $6.13B | $382.83B |
Sector | Consumer Cyclical | Health |
52-Week High | $25.96 | $431.68 |
52-Week Low | $11.90 | $237.77 |
Enterprise Value | $9.95B | $429.52B |
Dividend Yield | 3.29% | 2.2% |
Signals from Pluang's Aura AI — not financial advice
Macy's (M) trades at $23.39, down 1.22% on the day, with a bullish technical signal supported by moving averages. The stock shows attractive valuation metrics including a P/E of 9.79 and P/S of 0.29, while recent earnings have consistently beaten expectations. Positive sentiment is driven by the 'Bold New Chapter' turnaround strategy, with Berkshire Hathaway's new 3.04 million-share position adding institutional confidence.
The outlook remains cautiously optimistic with a consensus price target of $24.83 offering 6% upside potential. Key opportunities include luxury brand expansion and digital transformation, while risks involve margin pressure from store closures and macroeconomic sensitivity. The stock presents value characteristics with growth catalysts from operational improvements.
UnitedHealth Group (UNH) trades at $426.09, up 0.64% on the day, with a bullish technical signal and strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $6.38 surpassing expectations of $4.94. Revenue growth remains robust, reaching $447.57 billion in 2025, though net margins have compressed to 2.68%. Recent corporate actions include a $2.32 dividend and ongoing share repurchases, while news highlights operational streamlining like reduced pediatric prior authorizations.
UNH's outlook is positive, driven by aging demographics and tech innovation in healthcare, offering upside to the $467.12 consensus target. Risks include regulatory scrutiny, as seen in Massachusetts' Medicaid lawsuit, and margin pressure from rising costs. Institutional sentiment is strongly bullish, with 82.69% of analysts rating it a buy, supporting long-term growth prospects amid sector tailwinds.
Trailing returns across standard periods
Latest headlines on both assets
Founded in 1858 and based in New York City, Macy's operates 570 stores under the Macy's nameplate, 58 stores under the Bloomingdale's nameplate, and 160 freestanding Bluemercury specialty beauty stores (as of the end of fiscal-year 2021). Macy's also operates e-commerce sites and licenses two Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances comprised 59% of Macy's 2021 sales.
Read more on M →UnitedHealth Group is one of the largest private health insurers, providing medical benefits to 50 million members globally, including 5 million outside the U.S. at the end of 2021. As a leader in employer-sponsored, self-directed, and government-backed insurance plans, UnitedHealth has obtained massive scale in managed care. Along with its insurance assets, UnitedHealth's continued investments in its Optum franchises have created a healthcare services colossus that spans everything from medical and pharmaceutical benefits to providing outpatient care and analytics to both affiliated and third-party customers.
Read more on UNH →