Invest Shift 株式投資ブログ




・発表日 2019/4/16 プレマーケット
・売上 $60.31B +9.3% コンセンサス予想より+$590M
・non-GAAP EPS $3.73 +23% コンセンサス予想より+$0.13
GAAP EPS $3.56
GAAP net income $3.46B
・2019FYの予想non-GAAP EPSは$14.50〜14.75(コンセンサス予想は$14.65)

・決算発表後の株価 終値-4.01%
・2019FYコンセンサス予想PER 220.96/14.63=15.10
・2020FYコンセンサス予想PER 220.96/16.60=13.31

UnitedHealth Earnings Beat Expectations but the Stock Falls - Barron's

決算内容はよかったですが、Medicare for allへの懸念が高まっています。

I know there has been public discussion about Medicare for all proposals. We view the discussion first through the prism of our mission and how individuals can be better served and the health system can work better for all. From their perspective, we welcome the contrast between these proposals and the kind of real progress we are talking about on this call and discuss with you at our November conference founded on durable and modern information, technology, and clinical capabilities.

The wholesale disruption of American health care being discussed in some of these proposals would surely jeopardize the relationship people have with their doctors, destabilize the nation's health system, and limit the ability of clinicians to practice medicine at their best. And the inherent cost burden would surely have a severe impact on the economy and jobs, all without fundamentally increasing access to care. 

UnitedHealth Group Incorporated (UNH) CEO David Wichmann on Q1 2019 Results - Earnings Call Transcript | Seeking Alpha


・発表日 2019/4/16 プレマーケット
・売上 $23B -0.4% コンセンサス予想より-$240M
GAAP EPS $0.70 +12.9% コンセンサス予想より+$0.04
GAAP net income $7.3B
・Return on average assets 11.42% (2018Q1は10.85%)
・Net interest income $12.4B +5%
・Noninterest income $10.6B -6%

・決算発表後の株価 終値+0.13%
・2019FYコンセンサス予想PER 29.88/2.85=10.48
・2020FYコンセンサス予想PER 29.88/3.17=9.42


・発表日 2019/4/16 アフターマーケット
・売上 $4.52B +22.2% コンセンサス予想より+$20M
GAAP EPS $0.76 +18.7% コンセンサス予想より+$0.19
GAAP net income $344M
・純増契約者数(paid)US +1.74M International +7.86M(コンセンサス予想US +1.38M International +6.52M)
・2019Q2純増契約者数(paid)予想 US +0.30M International +4.70M(コンセンサス予想 +5.4M)
・2019Q2予想売上 $4.92B
・2019Q2予想GAAP EPS $0.55

・決算発表後の株価 アフターマーケットで-0.85%
・2019FYコンセンサス予想PER 359.46/3.98=90.31
・2020FYコンセンサス予想PER 359.46/6.51=55.21


Netflix bid down over Q2 subscriber outlook - Netflix, Inc. (NASDAQ:NFLX) | Seeking Alpha


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