Added to YB: 2025-07-11
Pitch date: 2025-07-09
MOH [bullish]
Molina Healthcare, Inc.
-32.24%
current return
Author Info
Sherwood Investment Letter is building a fund and sharing the stocks they are analyzing and investing in. Sign up for the newsletter.
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
$8.9B
Pitch Price
$233.00
Price Target
N/A
Dividend
N/A
Sector
Health Care Providers and Services
Category
value
Defensive quality & value in the US. My stock buy of the week.
MOH: Bought after 25% drop. Undervalued healthcare with EV/sales 0.3x, P/E 11x, EV/EBIT 7x, 42% 5-yr ROIC, ongoing buybacks. Defensive stock that rose during April market fear. Negatives: low margins, no founder, Medicare/Medicaid bill concerns. Weaker USD benefits SEK buyers.
Read full article (3 min)