Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, health care IT services specialist Catamaran (UNKNOWN:CTRX.DL) has earned a respected four-star ranking.  

With that in mind, let's take a closer look at Catamaran and see what CAPS investors are saying about the stock right now.

Catamaran facts

Headquarters (founded)

Lisle, Ill. (1993)

Market Cap

$10.7 billion

Industry

Health care services

Trailing-12-Month Revenue

$11.4 billion

Management

Chairman/CEO Mark Thierer
CFO Jeffrey Park

Return on Equity (average, past 3 years)

11.3%

Cash / Debt

$311.4 million / $1.1 billion

Competitors

Caremark Pharmacy Services
Cerner
Express Scripts

Sources: S&P Capital IQ and Motley Fool CAPS.

On CAPS, 95% of the 384 members who have rated Catamaran believe the stock will outperform the S&P 500 going forward.

Just yesterday, one of those Fools, TMFInnovator, succinctly summed up the Catamaran bull case for our community:

Classic disruptor that has been successful. There is a lot to like in this business.

Strengths
-Transparent business model is disruptive to the traditional PBM market.
-CTRX's technology is superior to competitors.
-Now that they are established in difficult customer segments (public-sector institutions and state Medicaid claims), there are high switching costs for customers to leave.

Opportunities
-Healthcare reform is putting a lot of pressure on Managed Care Organizations to take costs out of the system (which would reduce costs to the final consumers).
-The flood of generics into pharmaceuticals offers opportunity for PBM's to take additional costs out.

Reducing costs is a huge opportunity for Catamaran. Their fixed-price, transparent business model is aligned with the direction the industry appears to be heading. If they can upsell to larger clients, they could go from disruptor to the industry standard.