MOH Share Price Performance
US$0
-296.07 (-100.00%)
Price US$0
Fair ValueUS$172.53
Share Pricen/a
Molina Healthcare, Inc. Stock Price
- 4 Narratives written by author
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- 106 Fair Values set on narratives written by author
MOH Community Narratives
AN
Fair Value US$172.53 22.0% undervalued intrinsic discount
MOH: Margin Recovery Will Rely On Navigating Medicaid Headwinds And ACA Premium Hikes
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WA
Fair Value US$411.65 67.3% undervalued intrinsic discount
MOH: Expanding Government Contracts in Medicare Makes for Moderate Growth But with Certain Risks such as Medicaid rediterminations
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AN
Fair Value US$153 12.1% undervalued intrinsic discount
Rising Healthcare Costs And Policy Risks Will Erode Margins
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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.Read more
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WA
US$411.65
67.3% undervalued intrinsic discount
WallStreetWontons Fair Value
Revenue growth
7.42% p.a.
Profit Margin
5%
Future PE
13.4x
Share price in 2028
US$538.86
MOH: Margin Recovery Will Rely On Navigating Medicaid Headwinds And ACA Premium Hikes
Key Takeaways Molina's successful RFP wins and Medicaid strategy are poised to enhance revenue, EPS growth, and net margins through efficient care coordination. Strategic acquisitions and disciplined medical cost management are expected to stabilize margins and boost future earnings, supporting capital deployment and growth.Read more
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AN
US$172.53
22.0% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
5.24% p.a.
Profit Margin
2.42%
Future PE
7.17x
Share price in 2028
US$209.34
Rising Healthcare Costs And Policy Risks Will Erode Margins
Key Takeaways Persistent rises in medical costs and tightening government policies are set to pressure profitability and weaken Molina's core business stability. Dependence on government contracts and challenges in digital innovation pose risks of membership loss and revenue decline amid increasing competition.Read more
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AN
US$153
12.1% undervalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
5.12% p.a.
Profit Margin
2.43%
Future PE
7.26x
Share price in 2028
US$185.81
Aging Population And Telehealth Will Drive Medicaid Expansion
Key Takeaways Molina is well-positioned for accelerated growth and margin expansion through contract wins, digital investments, and targeted acquisitions in a shifting healthcare landscape. Strong cost control, focus on high-acuity beneficiaries, and industry trends favoring outsourcing support sustainable earnings upside and resilience against market pressures.Read more
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AN
US$279.05
51.8% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
8.76% p.a.
Profit Margin
2.75%
Future PE
10.6x
Share price in 2028
US$338.88
Recently Updated Narratives
WA
MOH: Expanding Government Contracts in Medicare Makes for Moderate Growth But with Certain Risks such as Medicaid rediterminations
Fair Value: US$411.65 67.3% undervalued intrinsic discount
6 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
MOH: Margin Recovery Will Rely On Navigating Medicaid Headwinds And ACA Premium Hikes
Fair Value: US$172.53 22.0% undervalued intrinsic discount
57 followersusers have followed this narrative
0 commentsusers have commented on this narrative
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AN
Rising Healthcare Costs And Policy Risks Will Erode Margins
Fair Value: US$153 12.1% undervalued intrinsic discount
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Snowflake Analysis
Molina Healthcare, Inc. Key Details
About MOH
- Founded
- 1980
- Employees
- 18000
- CEO
- WebsiteView website
Molina Healthcare, Inc. provides managed healthcare services to low-income families and individuals under the Medicaid and Medicare programs and through the state insurance marketplaces. It operates in four segments: Medicaid, Medicare, Marketplace, and Other. The company served in across 21 states. The company was founded in 1980 and is headquartered in Long Beach, California.
