Professional
Added to YB: 2025-01-16
Pitch date: 2024-12-31
CNC [bullish]
Centene Corporation
-33.15%
current return
Author Info
No bio for this author
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
$61.11
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
Oakmark Fund Portfolio Holding: Centene Corporation
CNC: Managed healthcare co. Q3 resilient, 2025 EPS guidance above consensus. Stock down on election concerns, but overly discounted. Strong earnings growth potential despite political headwinds. Trades at <9x 2025 EPS. Attractive valuation for high-ROIC business in growing industry.
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