COMP <GO>
HUM vs MRK // RETURN ON INVESTED CAPITAL (ROIC)
Humana Inc. (NYSE) VS. Merck & Company Inc. Common Stock (new) (NYSE) • 15-METRIC TALLY: HUM 2
— MRK 12
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MRK
LAST: $414.50 (-0.73%) • MKT CAP: $50.14B
roic
8.30%
LAST: $149.52 (+2.18%) • MKT CAP: $361.02B
roic
20.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HUM VS. MRK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HUM | MRK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 74.80% | -33.80 | MRK | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.30% | 20.70% | -12.40 | MRK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.4x | 15.3x | +3.10 | MRK | /valuation <GO> |
| Free Cash Flow Yield | 0.75% | 3.42% | -2.67 | MRK | /fcf-yield <GO> |
| Operating Margin | 2.10% | 34.30% | -32.20 | MRK | /operating-margins <GO> |
| Net Profit Margin | 0.90% | 28.10% | -27.20 | MRK | /net-margins <GO> |
| Revenue Growth (YoY) | 10.10% | 1.30% | +8.80 | HUM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.86% | 2.26% | -1.40 | MRK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.03 | 5.19 | -0.16 | MRK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 6.60% | -0.10 | HUM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.2 | 56.9 | -4.68 | MRK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 0.92 | -0.04 | MRK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 39.2x | 18.4x | +20.80 | MRK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $50.14B | $361.02B | -$310.88B | MRK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HUM REV | MRK REV | HUM GROSS % | MRK GROSS % | HUM FCF | MRK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $129.66B | $65.01B | 44.0% | 74.8% | $375.0M | $12.36B |
| FY 2024 | $117.76B | $64.17B | 44.0% | 76.3% | $2.39B | $18.10B |
| FY 2023 | $106.37B | $60.12B | 44.0% | 44.0% | -$805.8M | $10.30B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HUM // BETA 0.88
MRK // BETA 0.92