LYEL
Lyell Immunopharma, Inc.
There isn't enough reported data to score LYEL yet.
UNH
UnitedHealth Group Incorporated
UNH's fundamentals are mixed: free cash flow grew 31%, but earnings per share fell 8.5%. At 23x earnings, it's trading right at its usual valuation. Analysts expect strong earnings growth, though they disagree widely on how much.
LYEL Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Weak | |
| Under pressure | |
| Unavailable |
LYEL's revenue, profitability and cash flow are currently under pressure. There isn't enough data to rate its balance sheet.
UNH Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Healthy | |
| Healthy |
UNH's cash flow and balance sheet are currently healthy, and its revenue and profitability are stable.
LYEL PE Valuation
LYEL has no meaningful PE right now: it lost money over the past year.
UNH PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 18x | $405 | — |
| Cheap | 19x | $325 | -20% |
| Fair | 23x | $410 | +1.2% |
| Current | 23x | $405 | — |
| Expensive | 30x | $526 | +30% |
Historical ranges are pointers, not guarantees.
UNH's PE is in its fair range at 23x. If earnings grow as analysts expect, today's price would be 18x next year's earnings, in its cheap range.
LYEL Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Growth | |
| -- | |
| Limited | |
| Moderate |
Analysts expect LYEL's revenue to grow, with its earnings and profitability holding steady.
UNH Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Stable | |
| Improving | |
| Moderate | |
| Low |
Analysts expect UNH's earnings to grow and its profitability to improve, with its revenue holding steady. However, they disagree widely on these estimates.
LYEL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$12.32 | +$10.70 |
| Q2 2026 | -$12.59 | +$11.70 |
| Q1 2026 | -$13.56 | +$11.44 |
| Q4 2025 | -$16.06 | +$10.14 |
| Q3 2025 | -$23.02 | -$7.22 |
| Q2 2025 | -$24.29 | -$7.89 |
| Q1 2025 | -$25.00 | -$7.00 |
| Q4 2024 | -$26.20 | -$7.60 |
LYEL is still losing money, but far less than before: $12.32 per share over the past year, against $26.20 at its worst in late 2024.
UNH Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $22.65 | +29% |
| Q3 2026 | $17.55 | -8.5% |
| Q2 2026 | $15.58 | -33% |
| Q1 2026 | $13.28 | -44% |
| Q4 2025 | $13.23 | -15% |
| Q3 2025 | $19.17 | +25% |
| Q2 2025 | $23.09 | +53% |
| Q1 2025 | $23.89 | +46% |
| Q4 2024 | $15.51 | -35% |
UNH has the edge over LYEL on earnings quality, reporting a profit while its opponent remains loss making.
LYEL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3K | -80% |
| Q2 2026 | $4K | -50% |
| Q1 2026 | $2K | -71% |
| Q4 2025 | $6K | -45% |
| Q3 2025 | $15K | -56% |
| Q2 2025 | $8K | -38% |
| Q1 2025 | $7K | +133% |
| Q4 2024 | $11K | -15% |
LYEL's revenue has slid since its 2022 peak: $3,000 last quarter, down 80% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -1609833% | -1361480 points |
| Q2 2026 | -1183425% | -594175 points |
| Q1 2026 | -2213050% | -1393521 points |
| Q4 2025 | -2127400% | -298791 points |
| Q3 2025 | -248353% | -99809 points |
| Q2 2025 | -589250% | -192881 points |
| Q1 2025 | -819529% | +1032971 points |
| Q4 2024 | -1828609% | -1370855 points |
LYEL's operating margin was −1609833% last quarter, down 1361480 points from the same quarter a year ago.
UNH Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $112.7B | -0.4% |
| Q2 2026 | $112B | +0.4% |
| Q1 2026 | $111.7B | +2% |
| Q4 2025 | $113.2B | +12% |
| Q3 2025 | $113.2B | +12% |
| Q2 2025 | $111.6B | +13% |
| Q1 2025 | $109.6B | +9.8% |
| Q4 2024 | $100.8B | +6.8% |
UNH has the edge over LYEL on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.8% | +2 points |
| Q2 2026 | 7.1% | +2.5 points |
| Q1 2026 | 8.1% | -0.3 points |
| Q4 2025 | 0.3% | -7.4 points |
| Q3 2025 | 3.8% | -4.8 points |
| Q2 2025 | 4.6% | -3.4 points |
| Q1 2025 | 8.3% | +0.4 points |
| Q4 2024 | 7.7% | -0.4 points |
UNH has the edge over LYEL on profitability, with a higher operating margin.
LYEL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$34.6M | -$6M |
| Q2 2026 | -$34.2M | +$448K |
| Q1 2026 | -$38.6M | +$16.4M |
| Q4 2025 | -$32.6M | +$14.7M |
| Q3 2025 | -$28.6M | +$6.5M |
| Q2 2025 | -$34.6M | +$3.8M |
| Q1 2025 | -$55M | -$12.9M |
| Q4 2024 | -$47.3M | -$6.6M |
LYEL has burned cash in almost every quarter: −$140M over the past year, against −$166M the year before.
UNH Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $4.3B | -16% |
| Q2 2026 | $10.3B | +63% |
| Q1 2026 | $8.1B | +79% |
| Q4 2025 | $160M | -89% |
| Q3 2025 | $5.1B | -61% |
| Q2 2025 | $6.3B | +6.9% |
| Q1 2025 | $4.6B | +1037% |
| Q4 2024 | $1.5B | +$7.6B |
UNH has the edge over LYEL on cash generation, producing positive trailing cash flow while its opponent burns cash.
LYEL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +4.6% | +1.1M shares |
| 1 year | +65% | +9.6M shares |
| 3 years | +95% | +11.9M shares |
| 5 years | +105% | +12.5M shares |
LYEL has 24M diluted shares, up 65% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2021 | — |
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | $11.8M |
UNH Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -4M shares |
| 1 year | -0.7% | -6M shares |
| 3 years | -3.6% | -34M shares |
| 5 years | -5.5% | -53M shares |
| Available history | -6.6% | -64M shares |
UNH has the edge over LYEL on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $3.4B |
| Q2 2026 | $1.6B |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $2.5B |
| Q1 2025 | $3B |
| Q4 2024 | $5B |
UNH spent $5B buying back its own shares over the past year, down 52% from the year before.
LYEL Net Leverage
LYEL's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
UNH Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.7x | Healthy |
| Q2 2026 | 1.7x | Healthy |
| Q1 2026 | 2.2x | Moderate |
| Q4 2025 | 2.3x | Moderate |
| Q3 2025 | 1.7x | Healthy |
| Q2 2025 | 1.5x | Healthy |
| Q1 2025 | 1.3x | Healthy |
| Q4 2024 | 1.4x | Healthy |
UNH's net debt is about 1.7 years of its operating earnings (EBITDA), about the same as a year ago.
LYEL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.4 | Neutral |
| Stochastic | 65.6 | Neutral |
LYEL's weekly RSI is 55 (neutral) and its Stochastic is 66 (neutral).
UNH Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 56.4 | Neutral |
| Stochastic | 60.0 | Neutral |
UNH's weekly RSI is 56 (neutral) and its Stochastic is 60 (neutral).
LYEL PE vs Healthcare Sector
LYEL has no meaningful PE right now: it lost money over the past year.
UNH PE vs Healthcare Sector
| Metric | UNH | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 26x | 11% below |
| PE % | 47 | 29 | 18 pts above |
UNH is trading at 23x earnings, a 11% discount to the Healthcare sector's median of 26x.
LYEL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $10.9 | 44% above |
| 20 week MA | $12.5 | 25% above |
| 50 week MA | $18.3 | 14% below |
| 100 week MA | $15.3 | 2.2% above |
| 200 week MA | $28.4 | 45% below |
LYEL's trend is mixed: it's above three of its five weekly moving averages, and 45% below its 200-week average.
UNH Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $394.2 | 2.8% above |
| 20 week MA | $400.5 | 1.2% above |
| 50 week MA | $361.2 | 12% above |
| 100 week MA | $376.0 | 7.8% above |
| 200 week MA | $446.6 | 9.3% below |
UNH has the edge over LYEL on trend strength, trading above more of its moving averages.
LYEL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $324.0 | $164.2 | -49% |
| 2022 | $164.2 | $61.0 | -63% |
| 2023 | $61.0 | $38.8 | -36% |
| 2024 | $38.8 | $13.0 | -66% |
| 2025 | $13.0 | $35.1 | +170% |
| 2026 YTD | $35.1 | $15.6 | -55% |
LYEL's yearly returns have swung widely, from +170% in 2025 to −66% in 2024. It's down 55% so far in 2026.
UNH Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $296.0 | $340.8 | +15% |
| 2021 | $340.8 | $495.4 | +45% |
| 2022 | $495.4 | $531.3 | +7.3% |
| 2023 | $531.3 | $526.5 | -0.9% |
| 2024 | $526.5 | $510.0 | -3.1% |
| 2025 | $510.0 | $331.8 | -35% |
| 2026 YTD | $331.8 | $405.1 | +22% |
UNH has the edge over LYEL on returns for 2026, with the stronger performance.