U.S. Healthcare Undervalued based on future growth

Centene

Market Cap: US$12.7b

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

Molina Healthcare

Market Cap: US$8.4b

Provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces.

Acadia Healthcare Company

Market Cap: US$1.9b

Provides behavioral healthcare services in the United States and Puerto Rico.

PACS Group

Market Cap: US$1.6b

Through its subsidiaries, operates skilled nursing facilities and assisted living facilities in the United States.

Select Medical Holdings

Market Cap: US$1.6b

Through its subsidiaries, operates critical illness recovery hospitals, rehabilitation hospitals, and outpatient rehabilitation clinics in the United States.

Ardent Health

Market Cap: US$1.5b

Owns and operates a network of hospitals and clinics that provides a range of healthcare services in the United States.

Embecta

Market Cap: US$582.1m

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.

Auna

Market Cap: US$456.4m

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

SBC Medical Group Holdings

Market Cap: US$433.1m

Provides management services to cosmetic treatment centers in Japan, Vietnam, the United States, and Singapore.

Viemed Healthcare

Market Cap: US$234.4m

Through its subsidiaries, provides home medical equipment (HME) and post-acute respiratory healthcare services in the United States.

Tactile Systems Technology

Market Cap: US$224.3m

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