The Cigna Group vs CENTENE CORPORATION, two Managed Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CI and CNC diverge most: on net margin, CI reads 2.2% and CNC reads -2.5%; on return on equity, CI reads 14.5% and CNC reads -22.5%. The rest of the comparable metrics sit closer together. What CI's price implies is a bet that sits within the historical range. What CNC's price implies is a bet that sits within the historical range (earnings-power basis). The bull and bear cases for each are in their full reports below.
| Metric | CI | CNC |
|---|---|---|
| Price | $279.03 | $62.19 |
| Market cap | $73.7B | $30.9B |
| Sector | Managed Care | Managed Care |
| Stage | Mature | Growth |
| P/E | 11.5 | — |
| P/B | 1.72 | 1.37 |
| P/S | 0.26 | 0.15 |
| EV/EBITDA | 5.5 | 7.1 |
| Revenue growth | +7.8% | +14.3% |
| Gross margin | — | 8.6% |
| Operating margin | 3.7% | 2.2% |
| Net margin | 2.2% | -2.5% |
| Return on equity | 14.5% | -22.5% |
| Return on assets | 4.0% | -6.1% |
| Return on invested capital | 18.1% | 3.7% |
| FCF yield | 13.9% | 28.9% |
| Dividend yield | 2.2% | — |
| Debt / equity | 0.07 | 0.71 |
| Current ratio | 0.85 | 1.15 |
| Altman Z (solvency) | 2.62 | 3.08 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.