COMP <GO>
SGRY vs UNH // REVENUE GROWTH (YOY)
Surgery Partners Inc. (NASDAQ) VS. UnitedHealth Group Incorporated (NYSE) • 15-METRIC TALLY: SGRY 7
— UNH 6
▲ REVENUE GROWTH (YOY) LEADER: SGRY
LAST: $23.12 (-0.39%) • MKT CAP: $3.03B
revenue-growth
6.60%
LAST: $400.44 (-1.60%) • MKT CAP: $359.43B
revenue-growth
3.33%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SGRY VS. UNH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SGRY | UNH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 88.31% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.90% | 12.38% | -2.48 | UNH | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 15.3x | -5.57 | SGRY | /valuation <GO> |
| Free Cash Flow Yield | 6.44% | 6.25% | +0.19 | SGRY | /fcf-yield <GO> |
| Operating Margin | 45.80% | 5.32% | +40.48 | SGRY | /operating-margins <GO> |
| Net Profit Margin | -9.20% | 3.53% | -12.73 | UNH | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 6.60% | 3.33% | +3.27 | SGRY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.29% | -2.29 | UNH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.67 | 3.09 | -2.42 | UNH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | SGRY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 7.00% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 85.0 | 55.1 | +29.90 | SGRY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 0.33 | +0.66 | SGRY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.0x | 17.7x | +4.26 | UNH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.03B | $359.43B | -$356.41B | UNH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SGRY REV | UNH REV | SGRY GROSS % | UNH GROSS % | SGRY FCF | UNH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.09B | $447.57B | — | 88.7% | $195.6M | $16.07B |
| FY 2024 | $976.6M | $400.28B | — | 88.3% | $209.7M | $20.70B |
| FY 2023 | $918.4M | $371.62B | — | 89.6% | $293.8M | $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
SGRY // BETA 0.99
UNH // BETA 0.33