COMP <GO>
BTSG vs UNH // EV/EBITDA & P/E VALUATION
BrightSpring Health Services Inc. (NASDAQ) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: BTSG 5
— UNH 9
▲ EV/EBITDA & P/E VALUATION LEADER: UNH
LAST: $66.89 (+11.08%) • MKT CAP: $11.92B
valuation
37.9x
LAST: $406.97 (-0.96%) • MKT CAP: $364.66B
valuation
16.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BTSG VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BTSG | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 11.80% | 88.57% | -76.77 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.50% | 11.47% | -5.97 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 37.9x | 16.4x | +21.45 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 3.31% | 6.48% | -3.17 | UNH | /fcf-yield <GO> |
| Operating Margin | 2.30% | 4.82% | -2.52 | UNH | /operating-margins <GO> |
| Net Profit Margin | 1.50% | 3.14% | -1.64 | UNH | /net-margins <GO> |
| Revenue Growth (YoY) | 28.20% | 6.46% | +21.74 | BTSG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.28% | -2.28 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.92 | 3.12 | +0.80 | BTSG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.74% | -0.04 | BTSG | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.3 | 56.0 | +11.21 | BTSG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 0.33 | +0.61 | BTSG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 52.9x | 17.1x | +35.81 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.92B | $364.66B | -$352.74B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BTSG REV | UNH REV | BTSG GROSS % | UNH GROSS % | BTSG FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.91B | $447.57B | 11.8% | 88.7% | $394.7M | $16.07B |
| FY 2024 | $10.07B | $400.28B | 12.6% | 88.3% | -$57.1M | $20.70B |
| FY 2023 | $7.69B | $371.62B | 44.0% | 89.6% | -$135.3M | $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
BTSG // BETA 0.94
UNH // BETA 0.33