United Therapeutics UTHR
United Therapeutics is a biopharmaceutical company that develops and commercializes innovative therapies for rare lung diseases, primarily pulmonary arterial hypertension (PAH), with a model based on research and development of drugs and delivery devices. United Therapeutics shows excellent financial health (net cash, operating margin of 42.23%) and a high quality moat (ROIC 20.71%), but revenue growth is negative (-1.90%) and valuation, although reasonable (P/E 17.04), is not particularly cheap. The recent Goldman sell recommendation adds short-term pressure.
Detailed metrics
Market and fundamental data as of the analysis date.
Full AI report
Generated automatically from the metrics, the macro context and the company's news.
United Therapeutics is a biopharmaceutical company that develops and commercializes innovative therapies for rare lung diseases, primarily pulmonary arterial hypertension (PAH), with a model based on research and development of drugs and delivery devices. United Therapeutics shows excellent financial health (net cash, operating margin of 42.23%) and a high quality moat (ROIC 20.71%), but revenue growth is negative (-1.90%) and valuation, although reasonable (P/E 17.04), is not particularly cheap. The recent Goldman sell recommendation adds short-term pressure.
Score by category
| Category | Score |
|---|---|
| Financial health | 9.1 |
| Quality / Moat | 7.5 |
| Valuation | 6.0 |
| Growth | 5.1 |
| Dividend | 1.5 |
| Momentum | 6.1 |
| Risk & Context | 7.7 |
OVERALL SCORE: 6.6/10
Context and risks
Moderate regulatory risk in the US for pharmaceuticals, with pressure on drug prices. Additionally, dependence on approval of new products (xenotransplants) adds specific regulatory uncertainty.
News considered in the analysis
- What United Therapeutics (UTHR)'s Goldman Sell Call Amid Bold Pipeline And Buyback Means For Shareholders — Goldman Sachs emite una recomendación de venta, lo que añade presión bajista a corto plazo, aunque el mercado ya lo ha descontado parcialmente.
- United Therapeutics (UTHR) Falls On Goldman Sell Call, Is It Still 29% Undervalued? — La caída de la acción tras la recomendación de venta refleja el impacto inmediato, pero el análisis de valoración sugiere que el mercado ya ha ajustado parte del precio.
- United Therapeutics Maps 14 Launches, Fibrosis Growth and Xenokidney Ambitions — La hoja de ruta con 14 lanzamientos y el crecimiento en fibrosis, junto con las ambiciones en xenotrasplantes, son catalizadores positivos a medio plazo, aunque aún no materializados.
- Why United Therapeutics (UTHR) Shares Are Falling Today — La caída de las acciones hoy se atribuye a la recomendación de venta de Goldman, un evento ya conocido y parcialmente descontado.
- CoreWeave upgraded, Etsy downgraded: Wall Street's top analyst calls — Listado genérico de llamadas de analistas sin información específica sobre UTHR.
Verdict: Hold, with attention to pipeline catalysts (14 launches, fibrosis, xenokidney) and revenue evolution.
Main risk: Dependence on regulatory approval and commercial success of new products (especially xenokidney) is the main risk, along with drug pricing pressure in the US pharmaceutical sector.
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