COMP <GO>
MRK vs UNH // EV/EBITDA & P/E VALUATION
Merck & Company Inc. (NYSE) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: MRK 6
— UNH 7
▲ EV/EBITDA & P/E VALUATION LEADER: MRK
LAST: $146.33 (+3.83%) • MKT CAP: $361.02B
valuation
15.3x
LAST: $410.91 (+0.94%) • MKT CAP: $368.83B
valuation
16.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MRK VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MRK | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.80% | 88.57% | -13.77 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.70% | 11.47% | +9.23 | MRK | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 15.3x | 16.4x | -1.15 | MRK | /valuation <GO> |
| Free Cash Flow Yield | 3.42% | 6.48% | -3.06 | UNH | /fcf-yield <GO> |
| Operating Margin | 34.30% | 4.82% | +29.48 | MRK | /operating-margins <GO> |
| Net Profit Margin | 28.10% | 3.14% | +24.96 | MRK | /net-margins <GO> |
| Revenue Growth (YoY) | 1.30% | 6.46% | -5.16 | UNH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.26% | 2.28% | -0.02 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.19 | 3.12 | +2.07 | MRK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.74% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.7 | 59.2 | -7.50 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 0.33 | +0.59 | MRK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.4x | 17.1x | +1.31 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $361.02B | $368.83B | -$7.81B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MRK REV | UNH REV | MRK GROSS % | UNH GROSS % | MRK FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $65.01B | $447.57B | 74.8% | 88.7% | $12.36B | $16.07B |
| FY 2024 | $64.17B | $400.28B | 76.3% | 88.3% | $18.10B | $20.70B |
| FY 2023 | $60.12B | $371.62B | — | 89.6% | $10.30B | $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
MRK // BETA 0.92
UNH // BETA 0.33