COMP <GO>
HLF vs UNH // RETURN ON INVESTED CAPITAL (ROIC)
Herbalife Ltd. (NYSE) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: HLF 6
— UNH 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HLF
LAST: $12.93 (-3.36%) • MKT CAP: $1.36B
roic
34.40%
LAST: $410.91 (+0.94%) • MKT CAP: $368.83B
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLF VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLF | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 77.90% | 88.57% | -10.67 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 34.40% | 11.47% | +22.93 | HLF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.4x | 16.4x | -11.05 | HLF | /valuation <GO> |
| Free Cash Flow Yield | 18.66% | 6.48% | +12.18 | HLF | /fcf-yield <GO> |
| Operating Margin | 9.50% | 4.82% | +4.68 | HLF | /operating-margins <GO> |
| Net Profit Margin | 4.50% | 3.14% | +1.36 | HLF | /net-margins <GO> |
| Revenue Growth (YoY) | 0.90% | 6.46% | -5.56 | UNH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.28% | -2.28 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.39 | 3.12 | -0.73 | UNH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | UNH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.74% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.5 | 59.2 | -11.68 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.33 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.5x | 17.1x | -11.59 | HLF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.36B | $368.83B | -$367.48B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLF REV | UNH REV | HLF GROSS % | UNH GROSS % | HLF FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.04B | $447.57B | 77.9% | 88.7% | $252.9M | $16.07B |
| FY 2024 | $4.99B | $400.28B | 77.9% | 88.3% | $163.4M | $20.70B |
| FY 2023 | $5.06B | $371.62B | — | 89.6% | $357.5M | $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
HLF // BETA —
UNH // BETA 0.33