NasdaqGS:ESRX

Stock Analysis Report

Executive Summary

Express Scripts Holding Company operates as a pharmacy benefit management (PBM) company in the United States and Canada.

Snowflake

Fundamentals

Outstanding track record and slightly overvalued.


Similar Companies

Share Price & News

How has Express Scripts Holding's share price performed over time and what events caused price changes?


Latest Share Price and Events


Market Performance


7 Day Return

-6.7%

ESRX

5.8%

US Healthcare

0.4%

US Market


1 Year Return

24.0%

ESRX

-5.7%

US Healthcare

6.9%

US Market


Shareholder returns

ESRXIndustryMarket
7 Day-6.7%5.8%0.4%
30 Day-3.1%3.0%-1.2%
90 Day-2.4%-1.6%-0.4%
1 Year24.0%24.0%-4.2%-5.7%9.3%6.9%
3 Year4.6%4.6%34.3%29.0%45.8%36.4%
5 Year31.7%31.7%65.1%55.2%62.9%45.1%

Price Volatility Vs. Market

How volatile is Express Scripts Holding's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Express Scripts Holding undervalued compared to its fair value and its price relative to the market?

11.2%

Undervalued compared to fair value


Share Price vs. Fair Value

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Price To Earnings Ratio

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Price to Earnings Growth Ratio

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Price to Book Ratio

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Next Steps

Future Growth

How is Express Scripts Holding forecast to perform in the next 1 to 3 years based on estimates from 16 analysts?

-12.9%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

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High Growth Earnings: ESRX's earnings are forecast to decline over the next 3 years.

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Earnings per Share Growth Forecasts


Future Return on Equity

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Next Steps

Past Performance

How has Express Scripts Holding performed over the past 5 years?

22.0%

Historical annual earnings growth


Earnings and Revenue History


Past Earnings Growth Analysis

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Return on Equity

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Return on Assets

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Return on Capital Employed

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Next Steps

Financial Health

How is Express Scripts Holding's financial position?


Financial Position Analysis

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Debt to Equity History and Analysis

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Balance Sheet

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Next Steps

Dividend

What is Express Scripts Holding's current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

companyn/amarketbottom25%1.4%markettop25%3.7%industryaverage1.6%forecastin3Years0%

Current dividend yield vs market & industry


Stability and Growth of Payments

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Stable Dividend: Insufficient data to determine if ESRX's dividends per share have been stable in the past.

Information is not available.


Current Payout to Shareholders

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Future Payout to Shareholders

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Next Steps

Management

What is the CEO of Express Scripts Holding's salary, the management and board of directors tenure and is there insider trading?

2.0yrs

Average management tenure


CEO

Tim Wentworth (58yo)

2.6yrs

Tenure

US$15,895,420

Compensation

Mr. Timothy C. Wentworth, also known as Tim, has been the President of Express Scripts Holding Company since February 1, 2014 and has been its Chief Executive Officer since May 4, 2016. Mr. Wentworth serve ...


CEO Compensation Analysis

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Management Age and Tenure

2.0yrs

Average Tenure

54yo

Average Age

Information is not available.


Board Age and Tenure

11.1yrs

Average Tenure

63yo

Average Age

Information is not available.


Insider Trading

Information is not available.


Recent Insider Transactions

SellUS$520,79309 Nov 18
Thomas MacMahon
EntityIndividual
Role
Lead Director
Lead Independent Director
Shares5,234
Max PriceUS$99.50

Ownership Breakdown


Management Team

  • Tim Wentworth (58yo)

    CEO, President & Director

    • Tenure: 2.6yrs
    • Compensation: US$15.90m
  • Eric Slusser (57yo)

    Executive Officer

    • Tenure: 1.2yrs
    • Compensation: US$4.31m
  • Brad Phillips (48yo)

    VP, Chief Accounting Officer & Corporate Controller

    • Tenure: 1.4yrs
  • Dave Queller (49yo)

    Senior Vice President of Sales & Account Management

    • Tenure: 4.4yrs
    • Compensation: US$3.38m
  • Neal Sample (43yo)

    Executive VP & COO

    • Tenure: 0.9yrs
    • Compensation: US$4.38m
  • Chris Houston (55yo)

    Executive Vice President of Strategic Integrations

    • Tenure: 6.8yrs
    • Compensation: US$4.39m
  • Ron Guerrier

    Senior VP & Chief Information Officer

    • Tenure: 0.7yrs
  • Jim Havel (63yo)

    Executive VP & CFO

    • Tenure: 1.2yrs
    • Compensation: US$4.24m
  • Everett Neville (53yo)

    Executive Vice President of Strategy

    • Tenure: 3.8yrs
    • Compensation: US$3.40m
  • Ben Bier

    Vice President of Investor Relations

    • Tenure: 3.2yrs

Board Members

  • Tom MacMahon (71yo)

    Lead Independent Director

    • Tenure: 10.6yrs
    • Compensation: US$365.00k
  • Frank Mergenthaler (57yo)

    Independent Director

    • Tenure: 9.9yrs
    • Compensation: US$325.00k
  • George Paz (62yo)

    Non-Executive Chairman

    • Tenure: 12.6yrs
    • Compensation: US$475.00k
  • William Roper (69yo)

    Independent Director

    • Tenure: 6.7yrs
    • Compensation: US$315.00k
  • Sy Sternberg (74yo)

    Independent Director

    • Tenure: 26.8yrs
    • Compensation: US$310.00k
  • Woodrow Myers (64yo)

    Independent Director

    • Tenure: 11.6yrs
    • Compensation: US$310.00k
  • Nick LaHowchic (71yo)

    Independent Director

    • Tenure: 17.4yrs
    • Compensation: US$310.00k
  • Tim Wentworth (58yo)

    CEO, President & Director

    • Tenure: 2.6yrs
    • Compensation: US$15.90m
  • Maura Breen (62yo)

    Independent Director

    • Tenure: 14.4yrs
    • Compensation: US$320.00k
  • Bill DeLaney (62yo)

    Independent Director

    • Tenure: 7.3yrs
    • Compensation: US$310.00k

Company Information

Express Scripts Holding Company's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Express Scripts Holding Company
  • Ticker: ESRX
  • Exchange: NasdaqGS
  • Founded: 1986
  • Industry: Health Care Services
  • Sector: Healthcare
  • Market Cap: US$53.993b
  • Shares outstanding: 563.60m
  • Website: https://www.express-scripts.com

Number of Employees


Location

  • Express Scripts Holding Company
  • One Express Way
  • Saint Louis
  • Missouri
  • 63121
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
ESRXNasdaqGS (Nasdaq Global Select)YesCommon StockUSUSDJun 1992
4XSDB (Deutsche Boerse AG)YesCommon StockDEEURJun 1992
ESRXSNSE (Santiago Stock Exchange)YesCommon StockCLUSDJun 1992
ESRXSWX (SIX Swiss Exchange)YesCommon StockCHCHFJun 1992
ESRX *BMV (Bolsa Mexicana de Valores)YesCommon StockMXMXNJun 1992
0R0WLSE (London Stock Exchange)YesCommon StockGBUSDJun 1992
ESRXWBAG (Wiener Boerse AG)YesCommon StockATEURJun 1992
ESRX34BOVESPA (Bolsa de Valores de Sao Paulo)BDR EA REPR 1/2 COM USD0.01BRBRLApr 2016

Biography

Express Scripts Holding Company operates as a pharmacy benefit management (PBM) company in the United States and Canada. The company’s PBM segment offers clinical solutions; and specialized pharmacy care,  ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2018/12/20 23:36
End of Day Share Price2018/12/20 00:00
Earnings2018/09/30
Annual Earnings2017/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.