<- Go home

Added to YB: 2024-02-05

Pitch date: 2024-02-03

HUM [bullish]

Humana Inc.

-26.51%

current return

Author Info

No bio for this author

Company Info

Humana Inc. provides medical and specialty insurance products in the United States. It operates in two segments, Insurance and CenterWell.

Market Cap

$28.5B

Pitch Price

$365.30

Price Target

N/A

Dividend

1.49%

EV/EBITDA

9.19

P/E

22.20

EV/Sales

0.29

Sector

Health Care Providers and Services

Category

turnaround

Show full summary:
Humana: A Golden Buying Opportunity As Fears Potentially Peaked

HUM hit by unexpected medical costs, slashes '24 EPS to $16 from $28.91 consensus, '25 $35 goal nixed; but sees '25 margin inflection w/$6-10 EPS growth+upside; dominates 18% of Medicare Advantage but less diversified than rivals; trades 14.5x FY25 EPS (10yr avg 19x), could be bear trap

Read full article (3 min)