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 (ESRX) has earned a coveted five-star ranking.
With that in mind, let's take a closer look at Express Scripts and see what CAPS investors are saying about the stock right now.
Express Scripts facts
|
Headquarters (founded) |
St. Louis (1986) |
|
Market Cap |
$46.9 billion |
|
Industry |
Healthcare services |
|
Trailing-12-Month Revenue |
$93.9 billion |
|
Management |
Chairman/CEO George Paz CFO Jeffrey Hall |
|
Return on Equity (average, past 3 years) |
28.7% |
|
Cash/Debt |
$2.8 billion / $15.9 billion |
|
Competitors |
Aetna |
Sources: S&P Capital IQ and Motley Fool CAPS.
On CAPS, 94% of the 844 members who have rated Express Scripts believe the stock will outperform the S&P 500 going forward.
Late last month, one of those bulls, All-Star NovaTodd, succinctly summed up the bull case for our community:
Accounting for the recent Medco acquisition, Express Scripts now does business with ~95% of retail pharmacies in the U.S., and possesses significant bargaining power in this relationship (see the Walgreen fiasco for evidence of this). They also have about 60% market share in the mail-order prescriptions business, fertile ground for future growth. Favorable demographic shifts, the closing of the "Medicare donut hole" and a recent share repurchase authorization are just a few more reasons this company is a long term winner.
Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.
