Professional
Added to YB: 2024-05-15
Pitch date: 2024-05-10
HUM [bullish]
Humana Inc.
-16.5%
current return
Author Info
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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
$329.04
Price Target
473.00 (+76%)
Dividend
1.49%
EV/EBITDA
9.19
P/E
22.20
EV/Sales
0.29
Sector
Health Care Providers and Services
Category
value
Humana Inc.: Shares Attractive as Medicare Advantage Prospects Likely to Improve in 2025 and Beyond
HUM: Top MA insurer facing near-term challenges but set to improve in 2025+. Mispriced 2024 plans amid surging senior medical use, but repricing + pulling levers (exiting unprofitable markets, cutting benefits) should lift margins to 3%+ goal long-term. Still a top pick: narrow-moat advantages in cost & network effects, industry-leading satisfaction, 11-15% LT EPS growth potential. Risks: policy changes, competition. $473 FVE.
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