COMP <GO>
BMY vs UNH // OPERATING MARGIN
Bristol-Myers Squibb Company (NYSE) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: BMY 8
— UNH 6
▲ OPERATING MARGIN LEADER: BMY
LAST: $62.48 (+1.78%) • MKT CAP: $125.40B
operating-margins
17.90%
LAST: $406.97 (-0.96%) • MKT CAP: $364.66B
operating-margins
4.82%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BMY VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BMY | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 71.10% | 88.57% | -17.47 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.30% | 11.47% | +1.83 | BMY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.3x | 16.4x | -0.15 | BMY | /valuation <GO> |
| Free Cash Flow Yield | 10.24% | 6.48% | +3.76 | BMY | /fcf-yield <GO> |
| Operating Margin ACTIVE | 17.90% | 4.82% | +13.08 | BMY | /operating-margins <GO> |
| Net Profit Margin | 14.60% | 3.14% | +11.46 | BMY | /net-margins <GO> |
| Revenue Growth (YoY) | -0.20% | 6.46% | -6.66 | UNH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.02% | 2.28% | +1.74 | BMY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.24 | 3.12 | -0.88 | UNH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 6.74% | +0.06 | UNH | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.7 | 56.0 | -1.34 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 0.33 | +0.65 | BMY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 17.1x | -0.49 | BMY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $125.40B | $364.66B | -$239.26B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BMY REV | UNH REV | BMY GROSS % | UNH GROSS % | BMY FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $48.19B | $447.57B | 71.1% | 88.7% | $12.85B | $16.07B |
| FY 2024 | $48.30B | $400.28B | 71.1% | 88.3% | $13.94B | $20.70B |
| FY 2023 | $45.01B | $371.62B | 44.0% | 89.6% | $11.83B | $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
BMY // BETA 0.98
UNH // BETA 0.33