Sector
Healthcare
Drug makers, medical devices and health insurers. Long product cycles, patents and regulation shape returns.
Typical revenue growth
10.2%
a year, last decade
Typical operating margin
18.2%
Typical return on capital
16.8%
5-year average
Priced vs usual
–
0 cheaper · 0 dearer than usual
Standouts
All healthcare companies
biggest first| Company | Size | Quality | Health | Return on capital | Growth | vs usual price |
|---|---|---|---|---|---|---|
| LLY Eli Lilly | $1.21tn | 3/3 | 7 | – | 12.6% | – |
| JNJ Johnson & Johnson | $641bn | 3/3 | 4 | – | – | – |
| ABBV AbbVie | $505bn | 3/7 | 8 | 19.8% | 10.3% | – |
| UNH UnitedHealth | $370bn | 7/7 | 7 | 17.5% | 11.0% | – |
| MRK Merck | $358bn | 3/3 | 4 | – | – | – |
| TMO Thermo Fisher | $251bn | 4/7 | 5 | 9.7% | 10.1% | – |
| AMGN Amgen | $241bn | 4/7 | 8 | 16.8% | 5.4% | – |
| ABT Abbott | $181bn | 3/7 | 6 | 13.5% | 8.1% | – |
| PFE Pfizer | $170bn | 2/3 | 6 | – | – | – |
Quality = long-term checks passed (growth, cash generation, returns, margins, dilution, debt). Health = Piotroski F-score. Standouts are facts, not recommendations.