24/36 against 13/36 checks · to 2026-09-11
KO vs UNH.
→Coca-Cola (KO) and UnitedHealth (UNH) are within reach of each other at $379.9B and $340.3B, and on the filings Coca-Cola passes more, 24 checks of 36 against 13.
Which passes more checks?
widest gap first→The two are furthest apart on Quality, where Coca-Cola passes 4 more of the six.
→UnitedHealth turns over $450.1B to Coca-Cola's $49.3B, 9.1 times as much. Coca-Cola keeps 27.8% of revenue as profit against 3.1% at UnitedHealth.
Coca-Cola files as an operating company and UnitedHealth as an insurer, so the measures each is judged on differ - net interest margin means nothing for one, funds from operations nothing for the other. The six axes still compare, because every company is scored on the checks its own filings support.
Which keeps more of each sale?
→Coca-Cola keeps more of each sale: operating margin of 29.3% against 4.8%, a gap of 25 points that flows into everything below it.
Which is growing faster, KO or UNH?
→Coca-Cola and UnitedHealth grew revenue at much the same rate over the last twelve months, +5.1% against +6.5%. Over three years the order is reversed: UnitedHealth compounds at +11.4% against +3.7%.
Which balance sheet is stronger?
→Both lean on debt to a similar degree, 1.30x to equity at Coca-Cola and 0.70x at UnitedHealth.
Which is cheaper?
→UnitedHealth is the cheaper of the two on earnings, 24.5x against 27.8x. Against their own histories, Coca-Cola is above its 22.2x median and UnitedHealth is above its 17.8x.
Which hands more back to owners?
→Coca-Cola and UnitedHealth yield the same at today's prices, 2.4% each. A yield rises when a price falls, so read it beside the payout checks in each report.
Where they differ most
the checks behind the gapQuality: Coca-Cola 4 ahead
- Better gross margins than its sector 61.7% vs 36.5% (sector 70th pct, n=52)
- Runs leaner than its sector (operating margin) 29.3% vs 11.0% (sector 70th pct, n=52)
- Actually profitable TTM net income $13.7B
- Earns well on shareholders' money 13.5% vs 15.9% (sector 70th pct, n=99)
Trend: Coca-Cola 4 ahead
- Price above the Kumo cloud $88.29 against a cloud top of $85.89
- The Senkou cloud ahead is rising the Senkou spans already drawn for the next 26 sessions are rising
- Chikou above the price 26 sessions back $88.29 against $86.83 26 sessions ago
- Price above the Kumo cloud $379.09, below the cloud bottom of $417.11
- Price above the Tenkan and the Kijun $379.09 against the Tenkan (9 sessions) at $391.21 and the Kijun (26) at $396.43
- Tenkan above the Kijun Tenkan $391.21 below the Kijun $396.43, 32 sessions since they crossed