MOH

BuyHot AirFLAG

Molina Healthcare, Inc. · Healthcare · United States · $10.4B · Avg Vol: $117M/d

Hot Air: Rising on momentum alone: weak business, rich price.

71
StockRank
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Quality
48
Value
48
Momentum
69
P/E (TTM)
1254.9x
peers 25.0x
ROE
-0.2%
peers -31.0%
D/E
0.9x
peers 0.2x
Dividend %
trailing yield
AI CONVICTION THESIS

Molina Healthcare has strong momentum at M74 with a buyback on file, but quality Q51 and value V52 both miss the all-three-above-60 path, and insiders sold 0.04% with no offsetting purchase, which is separately adverse.

The ranks quoted here are from the day it was written; today's Quality, Value and Momentum are the bars above.

ABOUT MOLINA HEALTHCARE, INC.

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Molina Healthcare, Inc. provides managed healthcare services exclusively to government-sponsored programs, primarily Medicaid and Medicare, across the United States. Its deep expertise in navigating complex regulatory environments and delivering integrated care to underserved populations offers a significant competitive advantage. Molina is a prominent, mission-driven participant in the government healthcare market.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGRTTM2026E2027EFwd CAGR
Revenue32.0B34.1B40.6B45.4B12.4%42.5B44.4B48.1B2.9%
EPS13.6618.7121.058.93-13.2%5.248.55-2.1%
Shares58.0M58.3M56.0M51.4M-11.4%52.2M
Debt2.4B2.4B3.1B4.0B18.2%4.0B
Equity3.0B4.2B4.5B4.1B11.1%
Op CF773.0M1.7B644.0M-535.0M-8.7%365.0M
Inv CF-790.0M-744.0M-464.0M312.0M
Fin CF-441.0M-58.0M-347.0M-170.0M
Loading 1Y...
PRICE (1Y)+2.2%
194199204209214Aug 7Aug 28Sep 18
SMA 50SMA 200

Close
$200.79
RSI (14)
50.7
52W High
$244.89
From 52W High
0.8%

SCORE BREAKDOWN

Quality
48
ROIC
9.5%69.7
ROE
-0.2%44.2
GP/Assets
23.0%50.4
Op. Margin
1.4%45.6
FCF/Assets
4.9%69.4
Piotroski
430.8
Int. Cover
4.1x49.2
D/E Ratio
0.95x14.8
Current Ratio
1.68x31.6
Value
48
P/E (TTM)
1254.9x0.2
EV/EBITDA
14.2x50.4
P/FCF
13.8x74.6
P/B
2.5x52.2
P/S
0.2x97.4
Div Yield
N/A
Momentum
69
52W High %
82%72.1
RS 6M
25%81.2
SMA 50/200
1.14x82.8
EPS Rev 4W
+0.1%54.3
EPS Rev 12W
+5.2%79.0
EPS Improve
+5991%99.8
Q Growth
-77%4.4

FUNDAMENTALS

Market Cap
$10.4B
P/E (Forward)
20.6x
Gross Margin
8.4%

SECTOR PEERS

Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of MOH are excluded.

TickerCompanyMkt CapStockRankSignal
MOHMolina Healthcare, Inc.(you)$10.4B71Buy
OSCROscar Health, Inc.$9.4B98Strong Buy
CLOVClover Health Investments, Corp.$2.2B79Buy
ALHCAlignment Healthcare, Inc.$2.8B59Hold
CNCCentene Corporation$32.0B93Strong Buy
HUMHumana Inc.$46.3B89Strong Buy
PGNYProgyny, Inc.$2.0B98Strong Buy
CIThe Cigna Group$73.7B92Strong Buy
ELVElevance Health, Inc.$85.5B90Strong Buy
CVSCVS Health Corporation$119.0B93Strong Buy

Peer medians: ROE -31.0% · P/E 25.0x · Gross margin 58.3%

Company Deep Dive

Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.

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Molina Healthcare, Inc. (MOH): Stock Score Summary

Molina Healthcare, Inc. (MOH) has a MoatMap StockRank of 71/100 based on Quality (48/100), Value (48/100), and Momentum (69/100) factor scores. The current signal is BUY. Molina Healthcare has strong momentum at M74 with a buyback on file, but quality Q51 and value V52 both miss the all-three-above-60 path, and insiders sold 0.04% with no offsetting purchase, which is separately adverse.

Molina Healthcare, Inc. provides managed healthcare services exclusively to government-sponsored programs, primarily Medicaid and Medicare, across the United States. Its deep expertise in navigating complex regulatory environments and delivering integrated care to underserved populations offers a significant competitive advantage. Molina is a prominent, mission-driven participant in the government healthcare market.

Key Financial Metrics

Price$200.79
Market Cap$10.4B
P/E (TTM)1254.94
P/E (Forward)20.60
Price/Book2.50
Return on Equity-0.2%
Return on Invested Capital9.5%
Debt/Equity0.95x
Gross Margin8.4%
Operating Margin1.4%
Revenue Growth-5.7%
Free Cash Flow$758M

Molina Healthcare, Inc. operates in the Healthcare Plans industry, part of the Healthcare sector (United States).

Frequently Asked Questions

What is Molina Healthcare, Inc.’s (MOH) StockRank?
MoatMap’s StockRank for Molina Healthcare, Inc. (MOH) is 71/100, with a Buy signal. It is a composite of Quality (48), Value (48), and Momentum (69) factor ranks across MoatMap’s universe of 25,000+ stocks.
Does Molina Healthcare, Inc. have an economic moat?
Molina Healthcare, Inc. (MOH) has a Quality factor score of 48/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage: the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Molina Healthcare, Inc. a buy, hold, or sell?
MoatMap’s current signal for Molina Healthcare, Inc. (MOH) is Buy, based on a StockRank of 71/100. Signals are derived mechanically from the StockRank composite and should be one input among many; combine with your own thesis on management, competitive position, and valuation.
What sector is Molina Healthcare, Inc. in?
Molina Healthcare, Inc. (MOH) operates in the Healthcare sector, specifically the Healthcare Plans industry (United States).