Added to YB: 2026-08-20
Pitch date: 2026-06-06
MOH [bullish]
Molina Healthcare, Inc.
+11.61%
current return
Author Info
No bio for this author
Company Info
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 in the United States.
Market Cap
$10.6B
Pitch Price
$190.40
Price Target
375.00 (+76%)
Dividend
N/A
EV/EBITDA
23.91
P/E
-1.5K
EV/Sales
0.23
Sector
Health Care Providers and Services
Category
turnaround
Molina Healthcare, Inc. - $MOH
MOH: Medicaid-focused MCO down 50% on margin/membership fears. Structural cost advantage (300bps better medical costs) supports conservative 2029 EPS target of $25 vs consensus $17.35, trading <8x vs 15x+ historical. PT $325-375 (70-100% upside); $450-600 if margins normalize; distress enables 4-5x PF EPS M&A. Downside ~$100.
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