Centene Corp (CNC · NYSE)
CNC · MARKET VIEW
Market view · as of Jul 13, 2026
Revenue (TTM)
$178.33B
+5.1% YoY
Gross margin
10.6%
EPS (latest q)
$3.37
vs $2.13 est · beat
52-wk position
97.7%
-1.5% vs 52w high · +3.1% 1mo
Price (last ~year)
Centene Corporation recently secured a four-year renewal of its Illinois Medicaid contract, extending its managed care services through 2030. For the quarter ending March 31, 2026, the company reported $49.94 billion in revenue and $1.54 billion in net income, representing an 18.3% year-over-year increase in earnings. The stock, which carries a $33.26 billion market capitalization, has gained 80.8% over the past three months and recently traded at $67.35.
Valuation
- Market cap
- $33.26B
- PEG
- 1.298
- P/B
- 1.552
- P/S
- 0.186
- EV/EBITDA
- 3.91
- Beta
- 1.077
- Analyst target
- $62.72
Quality & returns
- Gross margin
- 10.6%
- Operating margin
- 5.1%
- Profit margin
- -3.6%
- ROE
- -26.0%
- ROA
- 1.2%
Price movement
- Last
- $67.35
- 1-month
- +3.1%
- 3-month
- +80.8%
- RSI (14)
- 70
- vs SMA200
- +51.5%
- 52-wk position
- 97.7% -1.5% vs high
Quarterly trajectory
Revenue by quarter (oldest → newest)
| Quarter | Revenue | Op income | Net income | EBITDA |
|---|---|---|---|---|
| 2026-03-31 | $49.94B | $1.86B | $1.54B | $2.56B |
| 2025-12-31 | $49.73B | $-1.74B | $-1.10B | $-1.05B |
| 2025-09-30 | $49.69B | $-6.95B | $-6.63B | $-6.19B |
| 2025-06-30 | $48.74B | $-458.0M | $-253.0M | $228.0M |
Recent news
- Somewhat-Bullish Centene's Illinois Medicaid Renewal: A Win for Long-Term Growth? · 2026-07-10
- Bullish Centene Corporation to release Q2FY26 results on July 28 · 2026-07-10
- Neutral Centene stock reflects a diversified health insurance model in a complex US care landscape · 2026-07-10
- Neutral Barclays Reaffirms Their Hold Rating on Agilon Health (AGL) · 2026-07-10
- Neutral Old Republic sets July 23 earnings call for Q2 2026 results · 2026-07-09
- Bullish Centene subsidiary wins Illinois Medicaid contract renewal · 2026-07-09
Sources this view read
- fundamentals Company overview & valuation (Alpha Vantage OVERVIEW)
- filing Quarterly financial statements (Alpha Vantage INCOME/BALANCE/CASH)
- earnings Reported earnings history (Alpha Vantage EARNINGS)
- prices Adjusted daily prices (Alpha Vantage TIME_SERIES_DAILY_ADJUSTED)