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MOH

Molina Healthcare, Inc.

MOH · NYSEHealthcare
The economic chain
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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
GovernmentpayersStates & CMS fund premiumsHealth plansManaged-care risk-bearersProvidernetworkHospitals, physicians, PBMMembers &patientsMedicaid, Medicare, Marke…STState Medicaid agenciesCMSCMS (federal)CNCCenteneUNHUnitedHealth GroupELVElevance HealthMOHMolina HealthcareCVSCVS Health (Aetna)PRVProvider networkPBMPharmacy benefit (PBM)MBRMembers & patients
Company details
Market cap
~$10B
P/E ratio
~11×
Revenue
$43.6B
Members
~5.9M
Med. care ratio
~90%
Net margin
~2%
Rev. growth
+11%
Dividend
None
In plain English
Molina is a government-funded managed-care company. It doesn't sell insurance to the public — it wins contracts from state Medicaid agencies and the federal government to run health plans for low-income and dual-eligible people. It collects a fixed monthly premium per member (~$40B/yr across ~5.9M members) and profits only on the thin gap between that premium and the medical claims it pays — its medical care ratio runs near 90%, so a point of cost is the whole margin.
In simple terms
A toll-booth on government health spending
Molina sits between the government and the doctor. States and the federal government hand it a fixed monthly cheque for each enrolled person; Molina builds a network of hospitals and physicians and pays their bills. Its profit is only the sliver between the premium in and the claims out — so managing medical cost, not selling more, is the whole game.
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