La tesis es que el castigo fue exagerado y los márgenes pueden recuperarse en 2026.

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Published

10 Jul 25

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Not Invested

US$95.24

vs US$65.2331.5% undervalued

Revenue growth

Profit margin

No updates

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Undervalued with excellent balance sheet.

Market capUS$31.8b

PB1.4x

Estimated Growth3.6%

Dividend YieldN/A

Sarah London

CEO

4.5yrs

CEO Tenure

Operates as a managed care company that provides programs and services to under-insured families, and commercial organizations in the United States.