COMP <GO>
OFIX vs UNH // RETURN ON INVESTED CAPITAL (ROIC)
Orthofix Medical Inc. (NASDAQ) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: OFIX 1
— UNH 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UNH
LAST: $10.24 (+1.99%) • MKT CAP: $417.1M
roic
-12.20%
LAST: $410.91 (+0.94%) • MKT CAP: $368.83B
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OFIX VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OFIX | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 68.80% | 88.57% | -19.77 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -12.20% | 11.47% | -23.67 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 16.4x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 7.99% | 6.48% | +1.51 | OFIX | /fcf-yield <GO> |
| Operating Margin | -9.90% | 4.82% | -14.72 | UNH | /operating-margins <GO> |
| Net Profit Margin | -11.20% | 3.14% | -14.34 | UNH | /net-margins <GO> |
| Revenue Growth (YoY) | 2.90% | 6.46% | -3.56 | UNH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.28% | -2.28 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.02 | 3.12 | -2.10 | UNH | /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 | 42.3 | 59.2 | -16.90 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.33 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 17.1x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $417.1M | $368.83B | -$368.41B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OFIX REV | UNH REV | OFIX GROSS % | UNH GROSS % | OFIX FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $822.3M | $447.57B | 68.8% | 88.7% | $33.3M | $16.07B |
| FY 2024 | $799.5M | $400.28B | 68.3% | 88.3% | $25.8M | $20.70B |
| FY 2023 | $746.6M | $371.62B | — | 89.6% | -$45.8M | $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
OFIX // BETA —
UNH // BETA 0.33