Added to YB: 2025-10-31
Pitch date: 2025-10-30
CI [bullish]
The Cigna Group
+11.36%
current return
Author Info
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Company Info
The Cigna Group, together with its subsidiaries, provides insurance and related products and services in the United States.
Market Cap
$72.8B
Pitch Price
$246.67
Price Target
390.00 (+42%)
Dividend
2.22%
EV/EBITDA
8.60
P/E
12.05
EV/Sales
0.37
Sector
Health Care Providers and Services
Category
value
Cigna Group
CI: Bought @ $261 after -17% drop on PBM strategy shift. Trading 8.8x 2025E EPS despite 13% 10yr EPS CAGR. New rebate-free PBM model + extended contracts through 2030 de-risks cashflows. 2026 EPS ~$30 modest growth before accelerating. Health insurer peers trade 12x-20x vs CI's mid-8x. Target $390 (~50% upside) at 13x P/E.
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