COMP <GO>
NHC vs UNH // RETURN ON INVESTED CAPITAL (ROIC)
National HealthCare Corporation (NYSE) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: NHC 5
— UNH 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UNH
LAST: $212.16 (+0.18%) • MKT CAP: $3.32B
roic
10.10%
LAST: $410.91 (+0.94%) • MKT CAP: $368.83B
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NHC VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NHC | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 88.57% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 10.10% | 11.47% | -1.37 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.5x | 16.4x | +4.05 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 4.47% | 6.48% | -2.01 | UNH | /fcf-yield <GO> |
| Operating Margin | 8.50% | 4.82% | +3.68 | NHC | /operating-margins <GO> |
| Net Profit Margin | 7.90% | 3.14% | +4.76 | NHC | /net-margins <GO> |
| Revenue Growth (YoY) | 16.10% | 6.46% | +9.64 | NHC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.16% | 2.28% | -1.12 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.61 | 3.12 | +3.49 | NHC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | NHC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.74% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 35.1 | 59.2 | -24.10 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.33 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.3x | 17.1x | +6.21 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.32B | $368.83B | -$365.51B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NHC REV | UNH REV | NHC GROSS % | UNH GROSS % | NHC FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.52B | $447.57B | — | 88.7% | $148.6M | $16.07B |
| FY 2024 | $1.31B | $400.28B | — | 88.3% | $79.7M | $20.70B |
| FY 2023 | $1.14B | $371.62B | — | 89.6% | $111.2M | $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
NHC // BETA —
UNH // BETA 0.33