Added to YB: 2025-11-27
Pitch date: 2025-11-25
CNC [neutral]
Centene Corporation
+3.89%
current return
Author Info
Company Info
Centene Corporation operates as a healthcare enterprise that provides programs and services to under-insured and uninsured families, and commercial organizations in the United States.
Market Cap
$19.0B
Pitch Price
$39.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
4.90
P/E
-3.62
EV/Sales
0.12
Sector
Health Care Providers and Services
Category
value
Random thoughts on markets (CNC)
CNC (update): Up ~10%, best performing MCO over 1-3mo despite still priced for disintermediation. Razor-thin margins protect from gov disruption - handle complex operations (contracts, actuarial risk, compliance) for ~3% margins. Scale/expertise create moats. ACA subsidy extension catalyst could send >$40.
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