COMP <GO>
LLY vs UNH // RETURN ON INVESTED CAPITAL (ROIC)
Eli Lilly and Company (NYSE) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: LLY 9
— UNH 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: LLY
LAST: $1,417.54 (+3.19%) • MKT CAP: $1.29T
roic
32.36%
LAST: $406.97 (-0.96%) • MKT CAP: $368.83B
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LLY VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LLY | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 83.64% | 88.57% | -4.93 | UNH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 32.36% | 11.47% | +20.89 | LLY | /roic <GO> |
| EV/EBITDA & P/E Valuation | 36.4x | 16.4x | +19.97 | UNH | /valuation <GO> |
| Free Cash Flow Yield | 2.30% | 6.48% | -4.18 | UNH | /fcf-yield <GO> |
| Operating Margin | 40.21% | 4.82% | +35.39 | LLY | /operating-margins <GO> |
| Net Profit Margin | 31.90% | 3.14% | +28.76 | LLY | /net-margins <GO> |
| Revenue Growth (YoY) | 45.51% | 6.46% | +39.05 | LLY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.49% | 2.28% | -1.79 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 9.29 | 3.12 | +6.17 | LLY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 7/9 | +2.00 | LLY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.77% | 6.74% | +0.03 | UNH | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.6 | 59.2 | +7.40 | LLY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.51 | 0.33 | +0.18 | LLY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.6x | 17.7x | +12.88 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.29T | $368.83B | $924.31B | LLY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LLY REV | UNH REV | LLY GROSS % | UNH GROSS % | LLY FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $65.18B | $447.57B | 83.0% | 88.7% | $16.81B | $16.07B |
| FY 2024 | $45.04B | $400.28B | 81.3% | 88.3% | $8.82B | $20.70B |
| FY 2023 | $34.12B | $371.62B | 79.3% | 89.6% | $4.24B | $25.68B |
| FY 2022 | $28.54B | $324.16B | 76.8% | 89.6% | $7.59B | $23.40B |
| FY 2021 | $28.32B | $287.60B | 74.2% | 89.2% | $7.37B | $19.89B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LLY // BETA 0.51
UNH // BETA 0.33