Yield Theory
Subscribe

Health Care stock comparisons

152 health care stock comparisons. 123 share an exact SEC industry code; the rest share a specific research theme. 13 have audited revenue and net income for both companies plus maintained company research on at least one side, led by CI vs UNH, JNJ vs LLY.

Pharmaceuticals, biotech, medical devices, and managed care: defensive demand paired with binary drug and regulatory catalysts.

Most substantive health care comparisons

Ordered by relationship strength: pairs with audited financials and maintained research first, then same-SEC-industry pairs, then larger combined businesses.

CI vs UNH

Same SIC

Same SEC industry: Hospital & Medical Service Plans. Revenue $274.9B vs $447.6B.

ELV vs UNH

Same SIC

Same SEC industry: Hospital & Medical Service Plans. Revenue $199.1B vs $447.6B.

CNC vs UNH

Same SIC

Same SEC industry: Hospital & Medical Service Plans. Revenue $194.8B vs $447.6B.

JNJ vs LLY

Same SIC

Same SEC industry: Pharmaceutical Preparations. Revenue $94.2B vs $65.2B.

LLY vs MRK

Same SIC

Same SEC industry: Pharmaceutical Preparations. Revenue $65.2B vs $65.0B.

LLY vs PFE

Same SIC

Same SEC industry: Pharmaceutical Preparations. Revenue $65.2B vs $62.6B.

COR vs MCK

Same SIC

Same SEC industry: Wholesale-Drugs, Proprietaries & Druggists' Sundries. Revenue $321.3B vs $403.4B.

CAH vs MCK

Same SIC

Same SEC industry: Wholesale-Drugs, Proprietaries & Druggists' Sundries. Revenue $222.6B vs $403.4B.

CAH vs COR

Same SIC

Same SEC industry: Wholesale-Drugs, Proprietaries & Druggists' Sundries. Revenue $222.6B vs $321.3B.

CI vs ELV

Same SIC

Same SEC industry: Hospital & Medical Service Plans. Revenue $274.9B vs $199.1B.

CI vs CNC

Same SIC

Same SEC industry: Hospital & Medical Service Plans. Revenue $274.9B vs $194.8B.

CNC vs ELV

Same SIC

Same SEC industry: Hospital & Medical Service Plans. Revenue $194.8B vs $199.1B.

HUM vs MOH

Same SIC

Same SEC industry: Hospital & Medical Service Plans. Revenue $129.7B vs $45.4B.

JNJ vs MRK

Same SIC

Same SEC industry: Pharmaceutical Preparations. Revenue $94.2B vs $65.0B.

JNJ vs PFE

Same SIC

Same SEC industry: Pharmaceutical Preparations. Revenue $94.2B vs $62.6B.

MRK vs PFE

Same SIC

Same SEC industry: Pharmaceutical Preparations. Revenue $65.0B vs $62.6B.

ABBV vs ABT

Same SIC

Same SEC industry: Pharmaceutical Preparations. Revenue $61.2B vs $44.3B.

ABBV vs REGN

Same SIC

Same SEC industry: Pharmaceutical Preparations. Revenue $61.2B vs $14.3B.

ABBV vs VTRS

Same SIC

Same SEC industry: Pharmaceutical Preparations. Revenue $61.2B vs $14.3B.

AMGN vs GILD

Same SIC

Same SEC industry: Biological Products, (No Diagnostic Substances). Revenue $36.8B vs $29.4B.

ABT vs REGN

Same SIC

Same SEC industry: Pharmaceutical Preparations. Revenue $44.3B vs $14.3B.

ABT vs VTRS

Same SIC

Same SEC industry: Pharmaceutical Preparations. Revenue $44.3B vs $14.3B.

BDX vs SYK

Same SIC

Same SEC industry: Surgical & Medical Instruments & Apparatus. Revenue $21.8B vs $25.1B.

AMGN vs BIIB

Same SIC

Same SEC industry: Biological Products, (No Diagnostic Substances). Revenue $36.8B vs $9.9B.

All other health care pairs

Which business differences matter to the investment thesis?

Health Care compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.

Members-only research

Get this month’s call for $39

$39/mo or $249/yr · cancel future renewals anytime · sources included