COMP <GO>
IONS vs UNH // RETURN ON INVESTED CAPITAL (ROIC)
Ionis Pharmaceuticals Inc. (NASDAQ) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: IONS 3
— UNH 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UNH
LAST: $41.24 (-5.24%) • MKT CAP: $6.85B
roic
-20.90%
LAST: $400.44 (-1.60%) • MKT CAP: $359.43B
roic
12.38%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IONS VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IONS | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 96.00% | 88.31% | +7.69 | IONS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -20.90% | 12.38% | -33.28 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 15.3x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -4.34% | 6.25% | -10.59 | UNH | /fcf-yield <GO> |
| Operating Margin | -40.40% | 5.32% | -45.72 | UNH | /operating-margins <GO> |
| Net Profit Margin | -40.40% | 3.53% | -43.93 | UNH | /net-margins <GO> |
| Revenue Growth (YoY) | 33.80% | 3.33% | +30.47 | IONS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.29% | -2.29 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.08 | 3.09 | -2.01 | UNH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | UNH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 7.00% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 36.2 | 55.1 | -18.90 | UNH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.09 | 0.33 | +0.76 | IONS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.0x | 17.7x | +4.26 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.85B | $359.43B | -$352.58B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IONS REV | UNH REV | IONS GROSS % | UNH GROSS % | IONS FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $943.7M | $447.57B | 98.3% | 88.7% | -$320.0M | $16.07B |
| FY 2024 | $705.1M | $400.28B | 98.4% | 88.3% | -$546.2M | $20.70B |
| FY 2023 | $787.6M | $371.62B | — | 89.6% | -$343.0M | $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
IONS // BETA 1.09
UNH // BETA 0.33