- Entry
- $413.50
- Now
- $432.43 +4.6%
- Target
- —
- Score
- —
Hi everyone, I’m up 45% on UNH with an entry price of $298 . At the current $427, it trades near 31x P/E, well above its historical 18x-22x mean. Given its massive size and recurring regulatory risks, I feel the upside is capped and downside risk is high at this multiple. I’m thinking of selling to reallocate capital into beaten-down, high-moat compounders trading at historically low multiples, specifically SPGI , MELI , ADBE and INTU.Does this capital rotation make sense …
— ORIGINAL POST ·
Selling UNH at 31x P/E to rotate into beaten-down quality tech/software?
· r/ValueInvesting
· Jun 27, 2026