CENTENE CORPORATION vs MOLINA HEALTHCARE, INC., two Managed Care stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CNC and MOH diverge most: on return on assets, CNC reads -6.1% and MOH reads -0.0%; on return on equity, CNC reads -22.5% and MOH reads -0.2%. The rest of the comparable metrics sit closer together. 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 | CNC | MOH |
|---|---|---|
| Price | $62.19 | $195.79 |
| Market cap | $30.9B | $10.0B |
| Sector | Managed Care | Managed Care |
| Stage | Growth | Mature |
| P/B | 1.37 | 2.41 |
| P/S | 0.15 | 0.23 |
| EV/EBITDA | 7.1 | 23.8 |
| Revenue growth | +14.3% | +2.8% |
| Gross margin | 8.6% | — |
| Operating margin | 2.2% | 1.3% |
| Net margin | -2.5% | -0.0% |
| Return on equity | -22.5% | -0.2% |
| Return on assets | -6.1% | -0.0% |
| Return on invested capital | 3.7% | 1.7% |
| FCF yield | 28.9% | 2.7% |
| Debt / equity | 0.71 | 0.90 |
| Current ratio | 1.15 | 1.68 |
| Altman Z (solvency) | 3.08 | 4.03 |
| Piotroski F (quality) | 6 / 9 | 4 / 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.