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 ?10.6%
ERP ?4.5%
Risk-free rate ?4.1%
Beta (blended) ?0.754
Beta (levered) ?1.139
Terminal OM% ?2.4%
Segment conc. ?76% dominant
Terminal growth ?4.1%
Bond rating ?CCC · 9.18%
ROIC option ?Opt 3 · 14.0%
Prob of failure ?20.0%
Pipeline validated · 2026-07-21

CNC · Centene Corp.

$65.692026-07-21
Sector: Healthcare; Industry: Medical - Healthcare Plans; Sub-Industry: Managed Health Care

Intrinsic Value Range Comparison · Mulya.ai

Bull
$219
+234.1% vs market
Base · active
$98
+48.7% vs market
Bear
$98
+48.6% vs market
Mulya.ai vs Analyst IV Comparison?
Median $60
Market $66
Bear $98
Base $98
Bull $219
Market Price $66
Mulya.ai Base $98
Analysts Median $60
Mulya.ai IV range ($98 · $219)
Analysts Range ($39 · $80)
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
2024.Q1$154.0B1.9%25.9%$2.2B$67MM$2.2B7.7%8.6%$25.3B$5.45
2024.Q4$154.0B0.0%1.9%22.6%$2.3B−$2.9B−$661MM6.5%8.4%$28.4B$5.45
2025.Q1$163.1B5.9%1.9%23.8%$2.4B−$1.9B$477MM8.1%8.4%$28.9B$6.67
2025.Q4$163.1B0.0%1.9%0.8%$3.2B$883MM$4.0B6.4%12.8%$20.2B$6.67
2026.Q1$198.1B21.5%-3.7%0.0%−$7.4B$2.7B−$4.7B10.5%-43.0%$14.1B$-13.00
italics below = DCF projection · 10yr Rev CAGR: 2.9%
2027.Q1$191.1B+-3.5%1.3%2.0%$2.4B$0MM$2.4B10.4%$2.2B16.9%$14.1B$4.7913.7
2028.Q1$193.1B+1.1%1.5%4.0%$2.8B−$22MM$2.8B10.2%$2.3B20.0%$14.1B$5.6811.6
2029.Q1$199.7B+3.4%1.8%6.0%$3.3B−$123MM$3.2B10.0%$2.4B23.6%$14.2B$6.749.7
2030.Q1$206.7B+3.5%2.4%8.0%$4.6B−$1.5B$3.1B9.8%$2.1B30.8%$15.7B$9.287.1
2031.Q1$216.7B+4.8%2.4%10.0%$4.7B−$2.1B$2.6B9.7%$1.6B28.1%$17.8B$9.516.9
Term. Yr+$273.2B4.1%2.4%20.0%$5.3B−$1.6B$3.8B8.6%$33.5B14.0%
Active scenario IV: $98 (+48.7% vs market)