Monday, April 7, 2014

The Motley Fool: Can Express Scripts Holding Co. Beat Expectations Again?

Pharmacy benefit management company, or PBM, Express Scripts (NASDAQ: ESRX  ) has done quite well for investors in the past, but Wall Street is less confident about the future. Analysts are skeptical that, with the large advances already made in the shift to generics, Express Scripts can leverage formulary design, producer discounts, mail delivery and other drivers to continue generating double-digit free cash flow growth.

That skepticism could work in investors' favor, though, as Express Scripts looks like one of the relatively few meaningfully undervalued large health care companies.

Read more here:
Can Express Scripts Holding Co. Beat Expectations Again?

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