Centene Corp
I · AI Analysis
The brief
Centene provides health insurance and managed care services primarily to government-sponsored programs like Medicaid (temporary assistance, children's health insurance, long-term care) and Medicare (special needs plans, prescription drug coverage), as well as commercial marketplace insurance [Yahoo Finance]. The company also operates clinical healthcare facilities, pharmacies, and ancillary services including vision, dental, and behavioral health [Yahoo Finance].
Centene is a $29.2 billion managed care company serving under-insured families and government-sponsored health programs across Medicaid, Medicare, and commercial insurance [Yahoo Finance]. Despite generating $194.8 billion in revenue with 19.4% year-over-year growth, the company currently operates at a loss with negative operating and net margins [Yahoo Finance]. Deutsche Bank recently upgraded Centene to 'Buy,' citing sector-wide margin recovery after years of cost pressure in Medicare and Medicaid [Yahoo Finance].
Strong revenue growth but currently unprofitable with negative margins across operations.
Sentinellis health
4.7/10
Moderate concerns
Market capitalisation
$29.2B
Revenue (TTM)
$194.8B
Explainers
How we read these numbers
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ReadII · Recent news
What moved
2 stories · ranked by relevance
- Macro2026-05-20
Here Are Wednesday’s Top Wall Street Analyst Research Calls: BJ’s Wholesale Club, Centene, Cigna, Crown Castle, ETSY, Franco-Nevada, Humana, Ovintiv, X-Energy, and More
Yahoo Finance
- Macro2026-05-20
Deutsche Bank sees new upswing for health insurers after years of margin pressure
Yahoo Finance
Premium · Free with any account
Centene operates with negative margins across the board (-3.3% operating, -3.4% net) and negative EBITDA of -$5.1 billion, indicating the company is currently losing money on operations despite revenue growth [Yahoo Finance]
Risks
4
Opportunities
5
Red flags
1
Leadership
10
9 more findings in the full report — free with any account.
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