Mulya.ai
Ticker
CNC
Scenario
Key Inputs
Revenue est.?Analysttaper yr4
OP margin est.?Analyst
Reinvestment est.?projected
R&D capitalizedNo
Leases factoredNo
Key Assumptions
WACC ?10.9%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.459
Beta (levered) ?0.938
Terminal OM% ?2.4%
Segment conc. ?76% dominant
Terminal growth ?4.1%
Bond rating ?CCC · 9.18%
ROIC option ?Opt 3 · 8.7%
Prob of failure ?20.0%
Pipeline validated · 2026-05-17

CNC · Centene Corporation

$35.102026-05-17
Sector: Healthcare; Industry: Medical - Healthcare Plans; Sub-Industry: Managed Health Care

Intrinsic Value Range Comparison · Mulya.ai

Bull
$213
+505.7% vs market
Base · active
$54
+55.1% vs market
Bear
$54
+55.1% vs market
Mulya.ai vs Analyst IV Comparison?
Market $35
Median $43
Bear $54
Base $54
Bull $213
Market Price $35
Mulya.ai Base $54
Analysts Median $43
Mulya.ai IV range ($54 · $213)
Analysts Range ($38 · $59)
Fundamentals · historical + forward · base
italics = DCF projection
PeriodRevenueRev Gr ?Ops M% ?Tax Rate ?NOPAT ?
Reinvest ?
FCFF ?WACC% ?PV FCFF ?ROIC ?Inv. Cap ?EPS ?P/E
2021.Q4$126.0B1.4%26.3%$1.3B$1.5B$2.8B4.3%4.2%$31.2B$2.74
2022.Q4$144.5B14.7%0.9%38.7%$807MM$3.8B$4.6B5.9%2.7%$27.9B$2.45
2023.Q4$154.0B6.5%1.9%25.0%$2.2B$4.5B$6.7B5.8%8.4%$24.2B$5.50
2024.Q4$163.1B5.9%1.9%22.6%$2.5B−$2.9B−$471MM6.5%9.3%$28.4B$6.73
2025.Q4$194.8B19.4%-3.9%0.8%−$7.6B$883MM−$6.7B6.4%-31.1%$20.2B$-13.59
italics below = DCF projection · 10yr Rev CAGR: 2.6%
2026.Q4$189.8B+-2.6%1.3%2.7%$2.3B$0MM$2.3B10.7%$2.1B11.6%$20.2B$4.777.4
2027.Q4$190.0B+0.1%1.6%4.6%$3.0B−$1MM$3.0B10.4%$2.4B14.7%$20.2B$6.065.8
2028.Q4$195.8B+3.1%2.2%6.5%$4.0B−$51MM$4.0B10.2%$2.9B19.8%$20.3B$8.174.3
2029.Q4$202.0B+3.2%3.2%8.4%$5.9B$0MM$5.9B10.0%$4.0B29.0%$20.3B$11.992.9
2030.Q4$208.8B+3.4%3.2%10.4%$6.0B$0MM$6.0B9.8%$3.7B29.4%$20.3B$12.132.9
Term. Yr+$262.0B4.1%2.4%20.0%$5.1B−$2.4B$2.7B8.6%$23.8B8.7%
Active scenario IV: $54 (+55.1% vs market)