COMP <GO>
MMSI vs UNH // ALTMAN Z-SCORE & DEBT/EQUITY
Merit Medical Systems Inc. (NASDAQ) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: MMSI 7
— UNH 8
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: MMSI
LAST: $86.24 (-7.66%) • MKT CAP: $5.58B
balance-sheet
4.62
LAST: $406.97 (-0.96%) • MKT CAP: $364.66B
balance-sheet
3.12
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MMSI VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MMSI | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.70% | 88.57% | -39.87 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.80% | 11.47% | -3.67 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 23.1x | 16.4x | +6.65 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 3.87% | 6.48% | -2.61 | UNH | /fcf-yield <GO> |
| Operating Margin | 12.20% | 4.82% | +7.38 | MMSI | /operating-margins <GO> |
| Net Profit Margin | 8.50% | 3.14% | +5.36 | MMSI | /net-margins <GO> |
| Revenue Growth (YoY) | 11.80% | 6.46% | +5.34 | MMSI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.28% | -2.28 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 4.62 | 3.12 | +1.50 | MMSI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | MMSI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.74% | -0.04 | MMSI | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.3 | 56.0 | -14.78 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 0.33 | +0.61 | MMSI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 40.4x | 17.1x | +23.31 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.58B | $364.66B | -$359.08B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MMSI REV | UNH REV | MMSI GROSS % | UNH GROSS % | MMSI FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.52B | $447.57B | 48.7% | 88.7% | $215.7M | $16.07B |
| FY 2024 | $1.36B | $400.28B | 47.4% | 88.3% | $185.7M | $20.70B |
| FY 2023 | $1.26B | $371.62B | 44.0% | 89.6% | $88.6M | $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
MMSI // BETA 0.94
UNH // BETA 0.33