COMP <GO>
IONS vs UNH // RETURN ON INVESTED CAPITAL (ROIC)
Ionis Pharmaceuticals Inc. (NASDAQ) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: IONS 3
— UNH 11
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UNH
LAST: $43.52 (-1.96%) • MKT CAP: $7.38B
roic
-20.90%
LAST: $406.97 (-0.96%) • MKT CAP: $364.66B
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IONS VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IONS | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 96.00% | 88.57% | +7.43 | IONS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -20.90% | 11.47% | -32.37 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 16.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -4.34% | 6.48% | -10.82 | UNH | /fcf-yield <GO> |
| Operating Margin | -40.40% | 4.82% | -45.22 | UNH | /operating-margins <GO> |
| Net Profit Margin | -40.40% | 3.14% | -43.54 | UNH | /net-margins <GO> |
| Revenue Growth (YoY) | 33.80% | 6.46% | +27.34 | IONS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.28% | -2.28 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.08 | 3.12 | -2.04 | UNH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | UNH | /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 | 43.1 | 56.0 | -12.91 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.09 | 0.33 | +0.76 | IONS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.0x | 17.1x | +4.91 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.38B | $364.66B | -$357.28B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IONS REV | UNH REV | IONS GROSS % | UNH GROSS % | IONS FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $943.7M | $447.57B | 98.3% | 88.7% | -$320.0M | $16.07B |
| FY 2024 | $705.1M | $400.28B | 98.4% | 88.3% | -$546.2M | $20.70B |
| FY 2023 | $787.6M | $371.62B | 44.0% | 89.6% | -$343.0M | $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
IONS // BETA 1.09
UNH // BETA 0.33