Added to YB: 2026-10-15
Pitch date: 2026-10-13
CI [bullish]
The Cigna Group
+5.27%
current return
Author Info
Karst Research is partial to asset heavy industries, healthcare, and insurers. Trying to keep it simple, I think. Occasional ramblings. Sign up for the newsletter.
Company Info
The Cigna Group, together with its subsidiaries, provides insurance and related products and services in the United States.
Market Cap
$74.9B
Pitch Price
$283.85
Price Target
378.00 (+27%)
Dividend
2.20%
EV/EBITDA
7.82
P/E
11.72
EV/Sales
0.35
Sector
Health Care Providers and Services
Category
value
Large Cap Healthcare - The Cigna Group
CI: Cigna trades at ~8x 2027E EPS of $34.40 despite a decade of ~14% adjusted-EPS compounding; 11x implies $378 per share, or 40% upside. Growth rests on its leading specialty-pharmacy platform, the PBM’s shift to fee-based Signature, a commercially focused health plan and buybacks. Key risks are further PBM regulation, weaker Signature margins, medical-cost inflation and capital deployment falling short of the expected 4-5% annual EPS contribution.
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