COMP <GO>
BDX vs UNH // ALTMAN Z-SCORE & DEBT/EQUITY
Becton Dickinson and Company (NYSE) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: BDX 6
— UNH 9
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: UNH
LAST: $197.88 (-0.23%) • MKT CAP: $54.03B
balance-sheet
2.22
LAST: $406.97 (-0.96%) • MKT CAP: $364.66B
balance-sheet
3.12
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BDX VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BDX | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 45.40% | 88.57% | -43.17 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.90% | 11.47% | -6.57 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.8x | 16.4x | +5.35 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 2.13% | 6.48% | -4.35 | UNH | /fcf-yield <GO> |
| Operating Margin | 11.80% | 4.82% | +6.98 | BDX | /operating-margins <GO> |
| Net Profit Margin | 7.70% | 3.14% | +4.56 | BDX | /net-margins <GO> |
| Revenue Growth (YoY) | 8.20% | 6.46% | +1.74 | BDX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.21% | 2.28% | -0.07 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 2.22 | 3.12 | -0.90 | UNH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | BDX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 6.74% | +0.36 | UNH | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.0 | 56.0 | +7.96 | BDX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.33 | +0.73 | BDX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.9x | 17.1x | +12.81 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $54.03B | $364.66B | -$310.63B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BDX REV | UNH REV | BDX GROSS % | UNH GROSS % | BDX FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.84B | $447.57B | 45.4% | 88.7% | $1.12B | $16.07B |
| FY 2024 | $20.18B | $400.28B | 45.2% | 88.3% | $1.18B | $20.70B |
| FY 2023 | $19.37B | $371.62B | 44.0% | 89.6% | $790.3M | $25.68B |
| FY 2022 | — | $324.16B | — | 89.6% | — | $23.40B |
| FY 2021 | — | $287.60B | — | 89.2% | — | $19.89B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BDX // BETA 1.06
UNH // BETA 0.33