Value stocks are making a comeback, and this comeback could last for a long time as investors rotate away from growth stocks. UnitedHealth Group (NYSE:UNH), Pinterest (NYSE:PINS), and The Trade Desk (NASDAQ:TTD) are currently among the most undervalued value stocks, and a comeback is yet to lift them substantially.
That’s exactly why I am bullish on these stocks long-term. Each of these stocks comes with dependable underlying businesses that the market has oversold. I expect triple-digit gains on the way up as these stocks eventually recover.
Big-name companies like these rarely disappoint investors if you buy and hold for the long run. I see a full recovery as only a matter of time for the following stocks.
UnitedHealth Group (UNH)
UnitedHealth is the leading insurance company in the U.S. and is currently undergoing a tough period due to a series of unforeseen events in the past year. The UnitedHealthcare CEO was assassinated last year, and since then, the whole industry has started “simplifying” and “streamlining” insurance claims.
As expected, earnings took a hit, and UnitedHealth went through more tumultuous management changes. That kept rocking the boat and sent UNH stock even lower.
EBITDA has declined from $36.33 billion in 2023 to $23.06 billion in 2025. This is despite revenue growing from $371.62 billion to $447.57 billion in the same period. Earnings are essentially back to 2019 levels, and so is the stock.
I don’t see an overnight snapback, but I do see significant gains in the next year and a half as margins stabilize and UnitedHealth starts reaping the benefits of the growing revenue. The assassination shock factor is steadily fading, and it is only a matter of time before you hear management start comfortably talking about increasing margins once more.
Per their Q4 2025 remarks, “…we still anticipate operating just slightly below our historical margin range until 2027.”
Thus, I’m confident they’re planning to get this business back to its typical state.
Pinterest (PINS)
Pinterest has a strong core audience of 70% women, and this is quite unique among very large platforms. Its users are very active with e-commerce and are more receptive to ads. Most of Wall Street does not give the company the credit it deserves.
The stock fell recently after Pinterest guided Q1 2026 revenue at $951-971 million, below the $980 million estimate. Its EPS also missed by 3.2% due to the company getting “an exogenous shock” per the CEO from tariffs, which then caused downstream effects on ad spending.
Both analysts and the management expect a strong recovery in the years ahead. EPS is expected to rise from $1.7 this year to $2.21 in 2027, with revenue growth remaining strong near 14% year-over-year.
A profitable and growing tech business like Pinterest should easily trade over 20 times forward earnings.
PINS stock trades at less than 8 times free cash flow to enterprise value. It trades at just 10 times forward earnings, but the enterprise value is a better gauge due to the company having nearly $2.5 billion in cash on its balance sheet and debt at just $262 million.
I expect a swift recovery as the EPS starts accelerating early next year.
The Trade Desk (TTD)
TTD stock has sold off by over 83% from its December 2024 peak. Going back to that peak will likely take many years, but I do expect the stock to at least make a recovery halfway in the next two years. The stock’s decline may have been catastrophic, but that does not mean the financials are also catastrophic.
The Trade Desk’s stock mainly declined due to Wall Street re-rating the premium it was paying. The company’s growth rate slowed, and the market abruptly stopped paying the growth premium, and then went a step forward and discounted the stock.
It is now in oversold territory as both revenue and earnings are growing, and growing quite fast for a tech company of this size. Revenue grew 23% year-over-year on average in the past three years and is expected to grow by 12% annually in the coming years. EPS is expected to grow 15.5% annually alongside that. Despite this, you’re paying just 11 times forward earnings for TTD stock.
In 2022, net income was just $53 million, and EBITDA was $168 million. In 2025, Trade Desk closed the year with $443 million in net income and $705 million in EBITDA. The stock price today is half of what it was back then, and I believe it is at a floor price right now.
11 times forward earnings for a tech stock with double-digit growth is laughably low. The value stock has massive upside potential once risk-on sentiment returns.
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