COMP <GO>
PM vs UNH // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Philip Morris International Inc (NYSE) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: PM 10
— UNH 5
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: PM
LAST: $208.79 (+0.14%) • MKT CAP: $324.98B
options-implied-move
6.70%
LAST: $406.97 (-0.96%) • MKT CAP: $364.66B
options-implied-move
6.74%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PM VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PM | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 67.10% | 88.57% | -21.47 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 45.30% | 11.47% | +33.83 | PM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.7x | 16.4x | +5.25 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 3.28% | 6.48% | -3.20 | UNH | /fcf-yield <GO> |
| Operating Margin | 36.60% | 4.82% | +31.78 | PM | /operating-margins <GO> |
| Net Profit Margin | 27.90% | 3.14% | +24.76 | PM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.30% | 6.46% | +0.84 | PM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.65% | 2.28% | +0.37 | PM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.52 | 3.12 | +1.40 | PM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | PM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.70% | 6.74% | -0.04 | PM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.5 | 56.0 | +8.44 | PM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 0.33 | +0.60 | PM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.6x | 17.1x | +9.51 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $324.98B | $364.66B | -$39.68B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PM REV | UNH REV | PM GROSS % | UNH GROSS % | PM FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $40.65B | $447.57B | 67.1% | 88.7% | $10.66B | $16.07B |
| FY 2024 | $37.88B | $400.28B | 64.8% | 88.3% | $10.77B | $20.70B |
| FY 2023 | $35.17B | $371.62B | 44.0% | 89.6% | $7.62B | $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
PM // BETA 0.93
UNH // BETA 0.33