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Clover Health Investments, Corp. (CLOV) vs Centene Corporation (CNC)

Clover Health Investments, Corp. and Centene Corporation are both Healthcare Plans companies. Centene Corporation is the larger, with a market value of $36.7B against $2.4B — 15.4× the size. Clover Health Investments, Corp. has negative trailing earnings, so its P/E is not meaningful; Centene Corporation trades at 23.5×. Clover Health Investments, Corp. grew revenue faster over the last twelve months: 54.5% against 9.71%. Centene Corporation has the higher net margin (0.72% vs 0.45%) and the higher return on invested capital (4.42% vs 1.99%). Across the 20 metrics below, Centene Corporation leads on 12 and Clover Health Investments, Corp. on 8.

Valuation

Metric CLOV CNC Healthcare Plans median
P/E n/m 23.48 22.50
P/S 0.93 0.17 0.40
P/B 6.50 1.55 2.77
Price to free cash flow 19.21 8.73 14.76
EV/EBITDA 181.97 11.81 12.61
EV/Sales 0.85 0.13 0.36
Earnings yield (1.05%) 4.26% 3.79%
Free cash flow yield 5.21% 11.45% 6.62%

Profitability

Metric CLOV CNC Healthcare Plans median
Gross margin 18.86% 7.78% 19.35%
Operating margin 0.45% 0.49% 2.48%
Net margin 0.45% 0.72% 1.45%
Free cash flow margin 4.83% 1.93% 3.26%
Return on equity 3.40% 6.74% 13.58%
Return on assets 1.90% 1.81% 3.11%
Return on invested capital 1.99% 4.42% 5.93%

Growth

Metric CLOV CNC Healthcare Plans median
Revenue growth (TTM) 54.46% 9.71% 6.77%
EPS growth (last fiscal year) (70.00%) (314.42%) (8.27%)
Revenue growth, 5-year CAGR 23.39% 11.88% 11.88%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CLOV CNC Healthcare Plans median
Debt to equity 0.00 0.70 0.67
Current ratio 1.55 1.16 1.32
Net debt to EBITDA 1.40 0.46 0.05

Dividend

Metric CLOV CNC Healthcare Plans median
Dividend yield — — 2.11%
Payout ratio — — 0.31

Size

Metric CLOV CNC Healthcare Plans median
Market cap 2.38b 36.72b 24.02b

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