Clover Health Investments, Corp. (CLOV) vs Progyny, Inc. (PGNY)
Clover Health Investments, Corp. and Progyny, Inc. are both Healthcare Plans companies. Clover Health Investments, Corp. is the larger, with a market value of $2.5B against $2.0B — 1.2× the size. Clover Health Investments, Corp. has negative trailing earnings, so its P/E is not meaningful; Progyny, Inc. trades at 26.2×. Clover Health Investments, Corp. grew revenue faster over the last twelve months: 54.0% against 5.54%. Progyny, Inc. has the higher net margin (6.00% vs −0.74%) and the higher return on invested capital (32.4% vs −8.62%). Across the 19 metrics below, Progyny, Inc. leads on 16 and Clover Health Investments, Corp. on 3.
Valuation
Profitability
| Metric | CLOV | PGNY | Healthcare Plans median |
|---|---|---|---|
| Gross margin | 18.57% | 24.57% | 19.04% |
| Operating margin | (0.74%) | 8.55% | 1.93% |
| Net margin | (0.74%) | 6.00% | 1.04% |
| Free cash flow margin | 3.00% | 13.61% | 3.18% |
| Return on equity | (5.10%) | 16.24% | 12.48% |
| Return on assets | (2.84%) | 10.65% | 2.98% |
| Return on invested capital | (8.62%) | 32.40% | 2.04% |
Growth
Health
Dividend
Size
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