Professional
Added to YB: 2025-04-15
Pitch date: 2025-03-31
MOH [bullish]
Molina Healthcare, Inc.
-49.1%
current return
Author Info
No bio for this author
Company Info
Molina Healthcare, Inc. provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces.
Market Cap
$7.3B
Pitch Price
$331.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.68
P/E
8.69
EV/Sales
0.16
Sector
Health Care Providers and Services
Category
growth
Oakmark Select Fund New Position: Molina Healthcare, Inc.
MOH (new position): Leading managed care co, 4th in Medicaid. Industry-best growth & margins due to strong mgmt & ops. Long growth runway via Medicaid share gains & Medicare/Marketplace expansion. Temp pressure from Medicaid redeterminations & policy uncertainty. Earnings dip seen as transient; policy changes manageable. Shares at discount to intrinsic value.
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