STRO
Sutro Biopharma, Inc.
There isn't enough reported data to score STRO 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.
STRO Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Weak | |
| Under pressure | |
| Unavailable |
STRO'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.
STRO PE Valuation
STRO 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.
STRO Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Decline | |
| -- | |
| Limited | |
| Low |
Analysts expect STRO's losses to shrink, with revenue declining. However, they disagree widely on these estimates.
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.
STRO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2025 | -$25.50 | -$9.40 |
| Q2 2025 | -$24.70 | -$6.40 |
| Q1 2025 | -$29.20 | -$10.40 |
| Q4 2024 | -$29.60 | -$11.80 |
| Q3 2024 | -$16.10 | +$12.80 |
| Q2 2024 | -$18.30 | +$6.20 |
| Q1 2024 | -$18.80 | +$4.80 |
| Q4 2023 | -$17.80 | +$5.70 |
UNH has the stronger earnings trend. Trailing diluted EPS is down 258% for STRO versus UNH down 8.5%.
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's earnings per share have fallen from their peak: $17.55 over the past year, against $23.89 in early 2025.
STRO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $9.1M | -6.1% |
| Q2 2026 | $9.8M | -85% |
| Q1 2026 | $14.5M | -17% |
| Q4 2025 | $11.6M | -21% |
| Q3 2025 | $9.7M | +14% |
| Q2 2025 | $63.7M | +148% |
| Q1 2025 | $17.4M | +34% |
| Q4 2024 | $14.8M | -87% |
STRO's revenue has slid since its 2023 peak: $9M last quarter, down 6.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -241% | +259 points |
| Q2 2026 | -304% | -299 points |
| Q1 2026 | -204% | +190 points |
| Q4 2025 | -327% | +114 points |
| Q3 2025 | -500% | +297 points |
| Q2 2025 | -5.3% | +184 points |
| Q1 2025 | -394% | +41 points |
| Q4 2024 | -441% | -479 points |
STRO's operating margin was −241% last quarter, up 259 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 STRO 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 STRO on profitability, with a higher operating margin.
STRO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$22.5M | +$15.7M |
| Q2 2026 | -$38.3M | +$6.4M |
| Q1 2026 | -$42.3M | +$25.6M |
| Q4 2025 | -$26.4M | +$45.3M |
| Q3 2025 | -$38.2M | +$26.3M |
| Q2 2025 | -$44.7M | -573% |
| Q1 2025 | -$67.9M | -$3.1M |
| Q4 2024 | -$71.7M | -610% |
STRO has burned cash in almost every quarter: −$129M over the past year, against −$223M 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 STRO on cash generation, producing positive trailing cash flow while its opponent burns cash.
STRO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +12.2K shares |
| 1 year | +96% | +8.1M shares |
| 3 years | +175% | +10.5M shares |
| 5 years | +260% | +12M shares |
| Available history | +622% | +14.3M shares |
STRO has 17M diluted shares, up 96% from a year ago.
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 STRO 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.
STRO Net Leverage
STRO'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.
STRO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 30.4 | Neutral |
| Stochastic | 7.3 | Oversold |
STRO's weekly RSI is 30 (neutral) and its Stochastic is 7 (oversold).
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).
STRO PE vs Healthcare Sector
STRO 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.
STRO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $11.8 | 19% below |
| 20 week MA | $18.2 | 47% below |
| 50 week MA | $20.7 | 54% below |
| 100 week MA | $15.8 | 39% below |
| 200 week MA | $29.0 | 67% below |
STRO is in a downtrend: it's below all five of its weekly moving averages, and 67% 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 STRO on trend strength, trading above more of its moving averages.
STRO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $109.8 | $220.8 | +101% |
| 2021 | $220.8 | $142.5 | -35% |
| 2022 | $142.5 | $68.7 | -52% |
| 2023 | $68.7 | $42.9 | -38% |
| 2024 | $42.9 | $18.9 | -56% |
| 2025 | $18.9 | $11.5 | -39% |
| 2026 YTD | $11.5 | $9.59 | -17% |
STRO has finished five years in a row lower, and it's down 17% 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 STRO on returns for 2026, with the stronger performance.