Centene Corp vs H2O America — how do they compare? Centene Corp trades at $64.67 (market cap $32.05B), while H2O America trades at $62.03 (market cap $2.61B). The key difference: Centene Corp is far larger — about 12.3× H2O America's market cap, and H2O America pays a 2.83% dividend while Centene Corp pays none. Which is the better fit depends on your goals.
| CNC | HTO | |
|---|---|---|
Market Cap | $32.05B | $2.61B |
Sector | Health | Technology |
52-Week High | $68.72 | $65.43 |
52-Week Low | $26.17 | $44.44 |
Enterprise Value | $21.10B | $4.40B |
Dividend Yield | — | 2.83% |
Signals from Pluang's Aura AI — not financial advice
Centene (CNC) trades at $66.56, up 1.2% today, with a bullish technical outlook supported by moving averages and a consensus analyst price target of $71.00. The company reported strong Q2 2026 earnings of $2.51 per share, beating estimates, and raised its full-year EPS guidance, reflecting margin recovery and cost discipline. Revenue growth remains robust, projected to reach $202.9 billion in 2026, though net income margins are negative due to elevated medical costs.
The stock presents a value opportunity with low P/E (8.06) and P/S (0.16) ratios, but investors face risks from Medicaid membership volatility and regulatory pressures. Analyst sentiment is strongly bullish (61% buy ratings), with institutional interest growing, as seen in recent fund additions. Near-term upside is likely if cost controls sustain profitability improvements.
No Aura AI signal available yet.
Trailing returns across standard periods
Latest headlines on both assets
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 →H2O America is a utility company that provides essential water and wastewater services, primarily in the United States. The company operates a network of regulated water and wastewater systems, focusing on responsible resource management and high-quality service delivery. HTO aims to expand its operational footprint through acquisitions and internal growth, serving residential, commercial, and industrial customers.
Read more on HTO →