COMP <GO>
CAI vs UNH // 10Y YIELD & FRED MACRO BETA
Caris Life Sciences Inc. (NASDAQ) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: CAI 6
— UNH 7
▲ 10Y YIELD & FRED MACRO BETA LEADER: CAI
LAST: $34.33 (-5.01%) • MKT CAP: $9.70B
macro-sensitivity
0.91
LAST: $406.97 (-0.96%) • MKT CAP: $365.29B
macro-sensitivity
0.33
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CAI VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CAI | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 88.57% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.40% | 11.47% | -7.07 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 16.5x | +78.52 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 0.65% | 6.47% | -5.82 | UNH | /fcf-yield <GO> |
| Operating Margin | 5.60% | 4.82% | +0.78 | CAI | /operating-margins <GO> |
| Net Profit Margin | -8.40% | 3.14% | -11.54 | UNH | /net-margins <GO> |
| Revenue Growth (YoY) | 97.00% | 6.46% | +90.54 | CAI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.32% | -2.32 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 9.79 | 3.12 | +6.67 | CAI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | CAI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 7.11% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.8 | 57.4 | +1.40 | CAI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.91 | 0.33 | +0.58 | CAI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.0x | 17.7x | +3.26 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.70B | $365.29B | -$355.59B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CAI REV | UNH REV | CAI GROSS % | UNH GROSS % | CAI FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $812.0M | $447.57B | — | 88.7% | $66.9M | $16.07B |
| FY 2024 | $412.3M | $400.28B | — | 88.3% | -$253.6M | $20.70B |
| FY 2023 | $306.1M | $371.62B | — | 89.6% | -$289.9M | $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
CAI // BETA 0.91
UNH // BETA 0.33