Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, pharmacy benefit manager Express Scripts (Nasdaq: ESRX ) has earned a respected four-star ranking.
With that in mind, let's take a closer look at Express Scripts' business and see what CAPS investors are saying about the stock right now.
Express Scripts facts
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Headquarters (Founded)
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St. Louis (1986)
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Market Cap
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$28 billion
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Industry
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Health-care plans
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Trailing-12-Month Revenue
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$45 billion
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Management
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Chairman/CEO George Paz
CFO Jeffrey Hall |
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Return on Equity (Average, Past 3 Years)
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40.3%
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Cash/Debt
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$291 million / $4.1 billion
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Competitors
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UnitedHealth Group (NYSE: UNH )
WellPoint (NYSE: WLP ) |
Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.
On CAPS, 94% of the 711 members who have rated Express Scripts believe the stock will outperform the S&P 500 going forward. These bulls include All-Star BoiseKen, who is ranked in the top 6% of our community, and troym72.
Just last week, BoiseKen applauded Express Scripts' recent purchase: "They might get knocked down shortterm from the [MedCo Health (NYSE: MHS ) ] deal, but ... I think they paid a great price for a longterm boost. Generic drugs going off patent along with MHS' individualized medicine and depth of skill make this a winner."
Express Scripts even boasts a solid three-year average return on capital of 18.9%. That's higher than that of industry peers like UnitedHealth (13.1%) and WellPoint (8.7%).
CAPS member troym72 elaborates on the bull case:
Express Scripts is in a great position to take advantage of the aging population which will is in greater and greater need for regular maintenance medications, which falls right into their mail-order strategy. Increasing Revenue and EPS over the last 5 years shows that Express Scripts has the leadership and direction to keep growing for years to come.
What do you think about Express Scripts -- or any other stock, for that matter? If you want to retire rich, you need to put together the best portfolio you can. Owning exceptional stocks is a surefire way to secure your financial future, and on Motley Fool CAPS, thousands of investors are working every day to find them. CAPS is 100% free, so get started!
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