COMP <GO>
UNH vs JNJ // RETURN ON INVESTED CAPITAL (ROIC)
UnitedHealth Group Incorporated (NYSE) VS. Johnson & Johnson (NYSE) • 15-METRIC TALLY: UNH 6
— JNJ 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JNJ
LAST: $406.97 (-0.96%) • MKT CAP: $368.83B
roic
11.47%
LAST: $273.20 (-0.73%) • MKT CAP: $662.49B
roic
25.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UNH VS. JNJ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UNH | JNJ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 88.57% | 67.90% | +20.67 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 11.47% | 25.50% | -14.03 | JNJ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.4x | 18.5x | -2.05 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 6.48% | 2.97% | +3.51 | UNH | /fcf-yield <GO> |
| Operating Margin | 4.82% | 34.70% | -29.88 | JNJ | /operating-margins <GO> |
| Net Profit Margin | 3.14% | 28.50% | -25.36 | JNJ | /net-margins <GO> |
| Revenue Growth (YoY) | 6.46% | 6.00% | +0.46 | UNH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.28% | 0.00% | +2.28 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.12 | 5.59 | -2.47 | JNJ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | JNJ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.74% | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.2 | 62.1 | -2.90 | JNJ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.33 | 1.08 | -0.75 | JNJ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.7x | 23.0x | -5.26 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $368.83B | $662.49B | -$293.66B | JNJ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UNH REV | JNJ REV | UNH GROSS % | JNJ GROSS % | UNH FCF | JNJ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $447.57B | $94.19B | 88.7% | 67.9% | $16.07B | $19.70B |
| FY 2024 | $400.28B | $88.82B | 88.3% | 69.1% | $20.70B | $19.84B |
| FY 2023 | $371.62B | $85.16B | 89.6% | — | $25.68B | $18.96B |
| FY 2022 | $324.16B | — | 89.6% | — | $23.40B | — |
| FY 2021 | $287.60B | — | 89.2% | — | $19.89B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UNH // BETA 0.33
JNJ // BETA 1.08