COMP <GO>
ZBH vs UNH // 10Y YIELD & FRED MACRO BETA
Zimmer Biomet Holdings Inc. (NYSE) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: ZBH 6
— UNH 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: ZBH
LAST: $94.52 (-3.03%) • MKT CAP: $18.59B
macro-sensitivity
1.02
LAST: $406.97 (-0.96%) • MKT CAP: $364.66B
macro-sensitivity
0.33
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ZBH VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ZBH | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 69.70% | 88.57% | -18.87 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.60% | 11.47% | -6.87 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.3x | 16.4x | +2.85 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 7.92% | 6.48% | +1.44 | ZBH | /fcf-yield <GO> |
| Operating Margin | 13.30% | 4.82% | +8.48 | ZBH | /operating-margins <GO> |
| Net Profit Margin | 8.60% | 3.14% | +5.46 | ZBH | /net-margins <GO> |
| Revenue Growth (YoY) | 7.20% | 6.46% | +0.74 | ZBH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.02% | 2.28% | -1.26 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.42 | 3.12 | -0.70 | UNH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | ZBH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.74% | +0.26 | UNH | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.8 | 56.0 | -6.28 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.02 | 0.33 | +0.69 | ZBH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.6x | 17.1x | +7.51 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $18.59B | $364.66B | -$346.07B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ZBH REV | UNH REV | ZBH GROSS % | UNH GROSS % | ZBH FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.23B | $447.57B | 69.7% | 88.7% | $1.47B | $16.07B |
| FY 2024 | $7.68B | $400.28B | 71.5% | 88.3% | $1.30B | $20.70B |
| FY 2023 | $7.39B | $371.62B | 44.0% | 89.6% | $1.25B | $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
ZBH // BETA 1.02
UNH // BETA 0.33