Added to YB: 2026-04-27
Pitch date: 2026-04-23
CI [bullish]
The Cigna Group
-1.32%
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
$72.7B
Pitch Price
$279.33
Price Target
360.10 (+31%)
Dividend
2.26%
EV/EBITDA
7.93
P/E
12.43
EV/Sales
0.35
Sector
Health Care Providers and Services
Category
value
Cigna Group - Long. At ~$277
CI: #1 PBM by volume (overtook CVS), dominant specialty pharmacy (Accredo), exited MA before sector blew up. Evernorth 85% rev, +17% 2025; specialty +8-12% growth on biosimilars. 9.2x 2026 EPS ($30.25), ~9% FCF yield vs UNH 15x, ELV 13x. $3.6B buybacks 2025, retired 137M shares/$35B. 10-14% LT EPS target. Risks: PBM regulation/FTC, 3.3x leverage, GLP-1 cost absorption.
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