Added to YB: 2025-07-23
Pitch date: 2025-07-21
MOH [bullish]
Molina Healthcare, Inc.
-5.28%
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
$7.3B
Pitch Price
$177.90
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
turnaround
US healthcare sector in freefall. My stock buy of the week. - Molina Healthcare
MOH: Added more at $183. Down 40% in month to 2020 levels despite minimal company changes. Market overreacting to profit warning, peer issues and Medicare/Medicaid bill. Compelling metrics: 8x fwd P/E, 5x EV/EBIT, 11% earnings yield, 40s ROIC, 20s ROCE, 0.2x EV/sales. Buyback program & defensive nature provide support.
Read full article (2 min)