U.S. Healthcare Potentially Undervalued Companies

Humana

Market Cap: US$30.6b

Provides medical and specialty insurance products in the United States.

Owens & Minor

Market Cap: US$540.0m

Operates as a healthcare solutions company worldwide.

Centene

Market Cap: US$31.1b

Operates as a healthcare enterprise that provides programs and services to under-insured and uninsured families, and commercial organizations in the United States.

GE HealthCare Technologies

Market Cap: US$32.3b

Engages in the development, manufacture, and marketing of products, services, and complementary digital solutions used in the diagnosis, treatment, and monitoring of patients in the United States, Canada, and internationally.

Lantheus Holdings

Market Cap: US$5.6b

Develops, manufactures, and commercializes diagnostic and therapeutic products that assist clinicians in diagnosis and treatment of heart, cancer, and other diseases worldwide.

electroCore

Market Cap: US$37.3m

A bioelectronic medicine and general wellness company, provides non-invasive vagus nerve stimulation (“nVNS”) technology platform in the United States, the United Kingdom, and internationally.

Biodesix

Market Cap: US$54.2m

Operates as a diagnostic solutions company.

Axogen

Market Cap: US$573.3m

Develops and commercializes technologies for peripheral nerve regeneration and repair worldwide.

AMN Healthcare Services

Market Cap: US$776.6m

Provides technology-enabled healthcare workforce solutions and staffing services to acute and sub-acute care hospitals, and other healthcare facilities in the United States.

Surgery Partners

Market Cap: US$2.9b

Owns and operates a network of surgical facilities and ancillary services in the United States.

American Well

Market Cap: US$108.6m

An enterprise platform and software company, delivers digitally enabling hybrid care in the United States and internationally.

Health Catalyst

Market Cap: US$290.4m

Provides data and analytics technology and services to healthcare organizations in the United States.

Baxter International

Market Cap: US$16.0b

Through its subsidiaries, provides a portfolio of healthcare products in the United States.

ZimVie

Market Cap: US$255.9m

Develops, manufactures, and markets a portfolio of products and solutions designed to support dental tooth replacement and restoration procedures worldwide.

Concentra Group Holdings Parent

Market Cap: US$2.7b

Provides occupational health services in the United States.

Enovis

Market Cap: US$1.9b

Operates as a medical technology company focus on developing clinically differentiated solutions in the United States and internationally.

Tivity Health

Market Cap: US$1.6b

Tivity Health, Inc. provides fitness and health products and solutions in the United States.

Trinity Biotech

Market Cap: US$13.9m

Acquires, together with its subsidiaries, develops, acquires, manufactures, and markets medical diagnostic products for the clinical laboratory and point-of-care (POC) segments of the diagnostic market in the Americas and Ireland.

Embecta

Market Cap: US$773.2m

A medical device company, focuses on the provision of various solutions to enhance the health and wellbeing of people living with diabetes in the United States and internationally.

Avanos Medical

Market Cap: US$581.7m

A medical technology company, provides medical device solutions in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Sinopharm Group

Market Cap: US$57.4b

Engages in the wholesale and retail of pharmaceutical and healthcare products, and medical devices in the People’s Republic of China.

ModivCare

Market Cap: US$19.4m

A technology-enabled healthcare services company, provides a suite of integrated supportive care solutions for public and private payors and their members in the United States.

Auna

Market Cap: US$513.4m

A healthcare service provider, operates hospitals and clinics in Mexico, Peru, and Colombia.

Owlet

Market Cap: US$69.1m

Provides digital parenting solutions in the United States, the United Kingdom, and internationally.

DENTSPLY SIRONA

Market Cap: US$3.2b

Develops, manufactures, and markets dental equipment supported by cloud-enabled solutions, dental products, and healthcare consumable products in urology and enterology worldwide.

VSee Health

Market Cap: US$19.0m

Provides telehealth care solutions.

Cigna Group

Market Cap: US$89.0b

Provides insurance and related products and services in the United States.

Shanghai Pharmaceuticals Holding

Market Cap: US$60.0b

Shanghai Pharmaceuticals Holding Co., Ltd.

Bausch + Lomb

Market Cap: US$4.1b

Operates as an eye health company in the United States, Puerto Rico, China, France, Japan, Germany, the United Kingdom, Canada, Russia, Spain, Italy, Mexico, Poland, and internationally.

Apyx Medical

Market Cap: US$44.6m

An energy technology company, designs, develops, manufactures, and sells electrosurgical equipment and medical devices in the United States and internationally.

AdaptHealth

Market Cap: US$1.1b

Distributes home medical equipment (HME), medical supplies, and home and related services in the United States.

Tactile Systems Technology

Market Cap: US$226.2m

A medical technology company, develops and provides medical devices to treat underserved chronic diseases in the United States.

Definitive Healthcare

Market Cap: US$413.0m

Provides software as a service (SaaS) healthcare commercial intelligence platform in the United States and internationally.

Tenet Healthcare

Market Cap: US$13.8b

Operates as a diversified healthcare services company in the United States.

InnovAge Holding

Market Cap: US$482.2m

Manages and provides a range of medical and ancillary services for seniors in need of care and support to live independently in its homes and communities.

Evolent Health

Market Cap: US$1.2b

Through its subsidiary, provides specialty care management services in oncology, cardiology, and musculoskeletal markets in the United States.