COMP <GO>
ISRG vs UNH // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Intuitive Surgical Inc. (NASDAQ) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: ISRG 7
— UNH 8
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: UNH
LAST: $432.01 (-3.73%) • MKT CAP: $155.56B
options-implied-move
6.80%
LAST: $406.97 (-0.96%) • MKT CAP: $364.66B
options-implied-move
6.74%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ISRG VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ISRG | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 66.00% | 88.57% | -22.57 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.00% | 11.47% | +3.53 | ISRG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 46.0x | 16.4x | +29.55 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 1.66% | 6.48% | -4.82 | UNH | /fcf-yield <GO> |
| Operating Margin | 29.30% | 4.82% | +24.48 | ISRG | /operating-margins <GO> |
| Net Profit Margin | 28.40% | 3.14% | +25.26 | ISRG | /net-margins <GO> |
| Revenue Growth (YoY) | 20.50% | 6.46% | +14.04 | ISRG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.28% | -2.28 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 26.00 | 3.12 | +22.88 | ISRG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | ISRG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.80% | 6.74% | +0.06 | UNH | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.1 | 56.0 | -1.90 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 0.33 | +0.64 | ISRG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 45.8x | 17.1x | +28.71 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $155.56B | $364.66B | -$209.10B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ISRG REV | UNH REV | ISRG GROSS % | UNH GROSS % | ISRG FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $10.06B | $447.57B | 66.0% | 88.7% | $2.58B | $16.07B |
| FY 2024 | $8.35B | $400.28B | 67.5% | 88.3% | $2.04B | $20.70B |
| FY 2023 | $7.12B | $371.62B | 44.0% | 89.6% | $1.49B | $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
ISRG // BETA 0.97
UNH // BETA 0.33