COMP <GO>
EW vs UNH // RETURN ON INVESTED CAPITAL (ROIC)
Edwards Lifesciences Corporation (NYSE) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: EW 8
— UNH 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: EW
LAST: $92.01 (-2.57%) • MKT CAP: $54.44B
roic
12.50%
LAST: $406.97 (-0.96%) • MKT CAP: $364.66B
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EW VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EW | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 78.00% | 88.57% | -10.57 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 12.50% | 11.47% | +1.03 | EW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 35.1x | 16.4x | +18.65 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 2.45% | 6.48% | -4.03 | UNH | /fcf-yield <GO> |
| Operating Margin | 20.80% | 4.82% | +15.98 | EW | /operating-margins <GO> |
| Net Profit Margin | 17.70% | 3.14% | +14.56 | EW | /net-margins <GO> |
| Revenue Growth (YoY) | 11.50% | 6.46% | +5.04 | EW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.28% | -2.28 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 12.36 | 3.12 | +9.24 | EW | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | EW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.74% | +0.46 | UNH | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.9 | 56.0 | +3.82 | EW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 0.33 | +0.75 | EW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 47.2x | 17.1x | +30.11 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $54.44B | $364.66B | -$310.22B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EW REV | UNH REV | EW GROSS % | UNH GROSS % | EW FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.07B | $447.57B | 78.0% | 88.7% | $1.33B | $16.07B |
| FY 2024 | $5.44B | $400.28B | 79.5% | 88.3% | $289.9M | $20.70B |
| FY 2023 | $5.01B | $371.62B | 44.0% | 89.6% | $670.4M | $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
EW // BETA 1.08
UNH // BETA 0.33