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. The company operates through four segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment offers the temporary assistance for needy families; medicaid expansion; aged, blind, or disabled; and children's health insurance programs, as well as long-term services and supports; foster care; and medicare-medicaid plans. This segment also provides healthcare products and services. The Medicare segment offers special needs and medicare supplement, and prescription drug plans. The Commercial segment provides health insurance marketplace product for individual, small, and large group commercials. The Other segment operates clinical healthcare and pharmacies, as well as offers vision and dental, behavioral health, federal, and corporate management services. It provides services through primary and specialty care physicians, hospitals, behavioral health practitioners, and ancillary providers. The company was founded in 1984 and is headquartered in Saint Louis, Missouri.
Growth Horizons | Analysts project 15% annual EPS growth for 2026-2027, with a potential $10 EPS by 2027. Average price target ranges from $90 to $97 |
Market Diversification | Delve into Centene's strategies for navigating changes in Medicare and Marketplace segments, including pricing tactics and subsidy impact management |
Medicaid Momentum | Explore Centene's cautious approach to Medicaid rates and its potential for positive surprises in margins and profitability as state resolutions unfold |
Conservative Guidance | Centene's conservative 2025 outlook, with EPS projections exceeding $7.25, sparks debate about the company's true earnings potential and market valuation |
Metrics to compare | CNC | Sector Sector - Average of metrics from a broad group of related Healthcare sector companies | Relationship RelationshipCNCPeersSector | |
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P/E Ratio | 9.3x | 10.1x | −0.5x | |
PEG Ratio | 0.34 | −0.51 | 0.00 | |
Price / Book | 1.2x | 1.1x | 2.6x | |
Price / LTM Sales | 0.2x | 1.2x | 2.9x | |
Upside (Analyst Target) | 29.1% | 17.1% | 68.1% | |
Fair Value Upside | Unlock | 6.1% | 10.4% | Unlock |