The managed care world is still quite unsettled as the industry prepares for the post-Affordable Care Act
world. While a government-mandated floor on medical expenses will put a
greater premium on the operating leverage of the largest players,
nobody quite knows for certain what participation in state exchanges
will mean for enrollment, premiums, and profits.
That's the world that companies like UnitedHealth (NYSE:UNH), WellPoint (NYSE:WLP), Aetna (NYSE:AET), and Cigna (NYSE:CI)
all face. But there's more on the table for WellPoint, as years of
questionable execution have led to underperformance in terms of both
financials and stock market performance. With a new CEO, a strong base
in individual and small group plans, and a low bar, can WellPoint
deliver on what looks like an otherwise unfairly large discount to its
peers?
Please read more here:
http://www.investopedia.com/stock-analysis/060313/wellpoint-cheaper-unitedhealth-risks-are-higher-wlp-unh-ci-aet.aspx
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