Molina Healthcare
NYSE:MOH Community- 2 Narratives written by author
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WA
WallStreetWontons
Community Contributor
MOH: Expanding Government Contracts in Medicare Makes for Moderate Growth But with Certain Risks such as Medicaid rediterminations
Catalysts Membership Growth : MOH has seen a 9% increase in members year over year, reaching approximately 5.7 million members as of March 31, 2024. This growth is driven by new contract wins, acquisitions, and expansion.
View narrativeUS$411.65
FV
31.1% undervalued intrinsic discount7.42%
Revenue growth p.a.
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5 months ago author updated this narrative
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Consensus Narrative from 14 Analysts
Healthcare Market Position Will Strengthen Through Upcoming Expansions And Acquisitions
Key Takeaways Recent contract wins and Medicaid expansions are expected to boost premium revenue and improve earnings. Planned acquisition and efficiency improvements will enhance market share and long-term earnings growth.
View narrativeUS$357.67
FV
20.6% undervalued intrinsic discount11.39%
Revenue growth p.a.
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24 days ago author updated this narrative