Centene Corporation (CNC) vs Humana Inc. (HUM)
Centene Corporation and Humana Inc. are both Healthcare Plans companies. Humana Inc. is the larger, with a market value of $45.7B against $30.6B — 1.5× the size. Centene Corporation has negative trailing earnings, so its P/E is not meaningful; Humana Inc. trades at 37.4×. Humana Inc. grew revenue faster over the last twelve months: 18.3% against 13.9%. Humana Inc. has the higher net margin (0.88% vs −2.51%) and the higher return on invested capital (17.5% vs −30.2%). Across the 20 metrics below, Humana Inc. leads on 11 and Centene Corporation on 9.
Valuation
Profitability
| Metric | CNC | HUM | Healthcare Plans median |
|---|---|---|---|
| Gross margin | 7.82% | 13.65% | 19.04% |
| Operating margin | (2.78%) | 1.86% | 1.93% |
| Net margin | (2.51%) | 0.88% | 1.04% |
| Free cash flow margin | 4.41% | 1.35% | 3.18% |
| Return on equity | (20.35%) | 6.81% | 12.48% |
| Return on assets | (6.02%) | 2.38% | 2.98% |
| Return on invested capital | (30.17%) | 17.52% | 2.04% |
Growth
Health
Dividend
Size
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