COMP <GO>
NTRA vs UNH // RETURN ON INVESTED CAPITAL (ROIC)
Natera Inc. (NASDAQ) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: NTRA 4
— UNH 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UNH
LAST: $414.30 (-4.98%) • MKT CAP: $62.85B
roic
-4.90%
LAST: $406.97 (-0.96%) • MKT CAP: $364.66B
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NTRA VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NTRA | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 88.57% | -47.57 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -4.90% | 11.47% | -16.37 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 16.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 0.17% | 6.48% | -6.31 | UNH | /fcf-yield <GO> |
| Operating Margin | -13.40% | 4.82% | -18.22 | UNH | /operating-margins <GO> |
| Net Profit Margin | -9.00% | 3.14% | -12.14 | UNH | /net-margins <GO> |
| Revenue Growth (YoY) | 35.90% | 6.46% | +29.44 | NTRA | /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 | NTRA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /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 | 56.8 | 56.0 | +0.77 | NTRA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.09 | 0.33 | +0.76 | NTRA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 17.1x | +0.91 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $62.85B | $364.66B | -$301.81B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NTRA REV | UNH REV | NTRA GROSS % | UNH GROSS % | NTRA FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.31B | $447.57B | 44.0% | 88.7% | $109.1M | $16.07B |
| FY 2024 | $1.70B | $400.28B | 44.0% | 88.3% | $69.2M | $20.70B |
| FY 2023 | $1.08B | $371.62B | 44.0% | 89.6% | -$295.7M | $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
NTRA // BETA 1.09
UNH // BETA 0.33