CLOVER HEALTH INVESTMENTS, CORP. /DE vs MOLINA HEALTHCARE, INC., two Managed Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CLOV and MOH diverge most: on net margin, CLOV reads -2.6% and MOH reads 0.4%; on return on equity, CLOV reads -16.8% and MOH reads 4.6%. The rest of the comparable metrics sit closer together. What CLOV's price implies is an extreme bet versus history and the cohort (earnings-power basis). What MOH'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 | CLOV | MOH |
|---|---|---|
| Price | $4.62 | $225.33 |
| Market cap | $2.5B | $11.5B |
| Sector | Managed Care | Managed Care |
| Stage | Growth | Mature |
| P/B | 7.25 | 2.82 |
| P/S | 1.11 | 0.25 |
| EV/EBITDA | — | 16.1 |
| Revenue growth | +47.7% | +8.0% |
| Operating margin | 3.6% | 0.8% |
| Net margin | -2.6% | 0.4% |
| Return on equity | -16.8% | 4.6% |
| Return on assets | -8.2% | 1.1% |
| Return on invested capital | -13.3% | 2.6% |
| FCF yield | 2.2% | 2.2% |
| Debt / equity | 0.00 | 0.92 |
| Current ratio | 1.33 | 1.63 |
| Altman Z (solvency) | 3.07 | 4.01 |
| Piotroski F (quality) | 8 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.