Price movement over the last 24 hours
AdaptHealth Corp vs Centene Corp — how do they compare? AdaptHealth Corp trades at $10.04 (market cap $1.38B), while Centene Corp trades at $67.74 (market cap $32.65B). The key difference: Centene Corp is far larger — about 23.7× AdaptHealth Corp's market cap, and Centene Corp is trading nearer its 52-week high, AdaptHealth Corp nearer its low. Which is the better fit depends on your goals.
| AHCO | CNC | |
|---|---|---|
Market Cap | $1.38B | $32.65B |
Sector | Health | Health |
52-Week High | $13.38 | $68.34 |
52-Week Low | $8.68 | $25.21 |
Enterprise Value | $3.33B | $25.28B |
Signals from Pluang's Aura AI — not financial advice
AdaptHealth (AHCO) trades at $10.27, down 4.55% today, with neutral technical signals and mixed fundamental performance. The company reported Q1 2026 earnings miss with negative EPS of -$0.06 versus $0.0125 expected, continuing a pattern of recent quarterly misses. Despite revenue growth to $3.3B projected for 2026, net income remains negative with -2.43% margin. Analyst consensus remains bullish with 75% buy ratings and $14.80 price target, representing 44% upside potential from current levels.
The investment case balances strong analyst support and reasonable valuation (P/S 0.42, EV/EBITDA 7.17) against persistent profitability challenges. Recent refinancing improves financial flexibility, but execution on cost controls and margin improvement remains critical. The stock offers significant upside if management can translate revenue growth into sustainable profitability, though current negative earnings trend presents near-term headwinds.
Centene (CNC) trades at $66.12, down 2.56% on the day, with a bullish technical signal from moving averages despite recent weakness. The stock shows attractive valuation ratios (P/E 8.06, P/S 0.16) but faces profitability challenges with negative net income margin (-3.25%) and ROE (-26.12%). Recent earnings beats and strong analyst support (62.79% buy ratings) contrast with operational headwinds in Medicaid margins and cost pressures.
Investment outlook balances deep value against execution risks. The consensus price target of $63.29 suggests limited upside, but improving cash flow trends and AI-driven cost initiatives could support recovery. Key risks include regulatory changes, adverse selection in insurance pools, and margin sustainability amid healthcare sector volatility.
Trailing returns across standard periods
Latest headlines on both assets
AdaptHealth provides patient-centered healthcare-at-home solutions in the U.S. It offers medical equipment and supplies for sleep therapy, respiratory health, diabetes management, and general home wellness.
Read more on AHCO →Centene is a managed-care organization focused on government-sponsored healthcare plans, including Medicaid, Medicare, and the individual exchanges. Centene served 22 million medical members as of September 2021, mostly in Medicaid (68% of membership), the individual exchanges (10%), Medicare Advantage (6%), and the balance in Tricare (West region), correctional facility, and international plans. The company also serves 4 million users through the Medicare Part D pharmaceutical program.
Read more on CNC →