COMP <GO>
INNV vs UNH // GROSS PROFIT MARGIN
InnovAge Holding Corp. (NASDAQ) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: INNV 2
— UNH 9
▲ GROSS PROFIT MARGIN LEADER: UNH
LAST: $9.24 (+1.54%) • MKT CAP: $1.26B
gross-margins
18.00%
LAST: $410.91 (+0.94%) • MKT CAP: $368.83B
gross-margins
88.57%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (INNV VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | INNV | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 18.00% | 88.57% | -70.57 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -10.20% | 11.47% | -21.67 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 16.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.11% | 6.48% | -4.37 | UNH | /fcf-yield <GO> |
| Operating Margin | -3.50% | 4.82% | -8.32 | UNH | /operating-margins <GO> |
| Net Profit Margin | -3.60% | 3.14% | -6.74 | UNH | /net-margins <GO> |
| Revenue Growth (YoY) | 11.80% | 6.46% | +5.34 | INNV | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.28% | -2.28 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.47 | 3.12 | +1.35 | INNV | /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 | 47.2 | 59.2 | -12.00 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.33 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 17.7x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.26B | $368.83B | -$367.57B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | INNV REV | UNH REV | INNV GROSS % | UNH GROSS % | INNV FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $853.7M | $447.57B | 18.0% | 88.7% | $26.6M | $16.07B |
| FY 2024 | $763.9M | $400.28B | 17.3% | 88.3% | -$44.8M | $20.70B |
| FY 2023 | $688.1M | $371.62B | — | 89.6% | $20.2M | $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
INNV // BETA —
UNH // BETA 0.33