Among the more promising aspects of the Q3 results released yesterday by managed-care provider Molina Healthcare
Overall, this ratio decreased 40 basis points from the year-ago quarter. This improvement can be attributed to the company's termination of its operations in Indiana -- which sustained an out-of-control medical-care ratio of 103.1% in the year-ago quarter -- as well as major improvements from the company's Ohio and Texas contracts, which are among the company's more recent additions. New contracts typically bring relatively high medical-care ratios in the early stages. Fortunately for Molina, the company sees both its Ohio and Texas operations on track and successfully integrating into the company.
Ohio reported a medical-care ratio of 88.8% in Q3, while Texas checked in at 76.2%. These compare favorably to the 97.6% and 91.3% ratios, respectively, reported in Q3 of 2006.
Molina reported a 41% increase in EPS on a 23% increase in premium revenue compared to the prior year's Q3. Increased premiums and higher membership enrollment joined the improving medical-care ratio trend in helping the company achieve the earnings and revenue gains.
Aside from the debacle at WellCare Health Plans
As the management at Molina continues to focus on the profitability of its existing operations -- as opposed to a focus geared solely toward adding new members -- I believe that its stock should continue its rise.
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