COMP <GO>
SHC vs UNH // 10Y YIELD & FRED MACRO BETA
Sotera Health Company (NASDAQ) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: SHC 4
— UNH 11
▲ 10Y YIELD & FRED MACRO BETA LEADER: SHC
LAST: $18.15 (-2.94%) • MKT CAP: $5.34B
macro-sensitivity
1.10
LAST: $406.97 (-0.96%) • MKT CAP: $364.66B
macro-sensitivity
0.33
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SHC VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SHC | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 55.50% | 88.57% | -33.07 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.10% | 11.47% | -8.37 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 33.5x | 16.4x | +17.05 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 2.80% | 6.48% | -3.68 | UNH | /fcf-yield <GO> |
| Operating Margin | 8.20% | 4.82% | +3.38 | SHC | /operating-margins <GO> |
| Net Profit Margin | 6.70% | 3.14% | +3.56 | SHC | /net-margins <GO> |
| Revenue Growth (YoY) | 5.70% | 6.46% | -0.76 | UNH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.28% | -2.28 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.56 | 3.12 | -1.56 | UNH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | SHC | /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 | 47.9 | 56.0 | -8.11 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.10 | 0.33 | +0.77 | SHC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 63.7x | 17.1x | +46.61 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.34B | $364.66B | -$359.32B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SHC REV | UNH REV | SHC GROSS % | UNH GROSS % | SHC FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.16B | $447.57B | 55.5% | 88.7% | $149.2M | $16.07B |
| FY 2024 | $1.10B | $400.28B | 54.7% | 88.3% | $45.1M | $20.70B |
| FY 2023 | $1.05B | $371.62B | 44.0% | 89.6% | -$194.9M | $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
SHC // BETA 1.10
UNH // BETA 0.33