Centene Corp vs Tapestry, Inc. — how do they compare? Centene Corp trades at $66.8 (market cap $33.93B), while Tapestry, Inc. trades at $135.74 (market cap $27.35B). The key difference: Centene Corp is the larger of the two by market cap, and Tapestry, Inc. pays a 1.18% dividend while Centene Corp pays none. Which is the better fit depends on your goals.
| CNC | TPR | |
|---|---|---|
Market Cap | $33.93B | $27.35B |
Sector | Health | Consumer Cyclical |
52-Week High | $68.72 | $160.49 |
52-Week Low | $25.21 | $95.69 |
Enterprise Value | $26.56B | $30.20B |
Dividend Yield | — | 1.18% |
Signals from Pluang's Aura AI — not financial advice
Centene Corporation (CNC) trades at $68.29, up 1.4% with strong technical momentum and bullish moving average signals. The stock shows impressive 66% YTD gains, supported by recent contract renewals and margin recovery initiatives. Despite negative 2025 net income of -$6.67B, valuation metrics remain attractive with P/E of 8.06 and P/S of 0.17. Analyst consensus is strongly bullish with 61% buy ratings and $66.07 price target.
Centene presents a compelling value opportunity with low valuation multiples and strong operational cash flow of $5.09B. Key risks include ongoing margin pressure and Medicaid contract dependency. The company's AI-driven cost controls and recent Illinois Medicaid renewal provide catalysts for earnings recovery, though healthcare regulatory changes remain a concern for long-term stability.
TPR is trading at $136.13, down 3.27% today, with a bearish technical signal despite strong analyst support. The company shows impressive profitability with 76.18% gross margins and 55.74% ROE, though recent earnings declined significantly from $816M in 2024 to $183M in 2025. Recent quarters have consistently beaten EPS expectations, with Q1 2026 reporting $1.66 versus $1.30 expected.
The stock presents a compelling growth opportunity with 75.6% analyst buy ratings and a $184.14 consensus target, representing 35% upside. However, elevated P/E of 41.5 and recent net income contraction warrant caution. Key risks include high debt levels and competitive pressures in the luxury retail sector.
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 →Coach, Kate Spade, and Stuart Weitzman are the fashion and accessory brands that comprise Tapestry. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (67% of fiscal 2022 sales), Europe, Asia (28% of fiscal 2022 sales), and elsewhere. Coach (74% of fiscal 2022 sales) is best known for affordable luxury leather products. Kate Spade (22% of fiscal 2022 sales) is known for colorful patterns and graphics. Women's handbags and accessories produced 69% of Tapestry's sales in fiscal 2022. Stuart Weitzman, Tapestry's smallest brand, generates nearly all its revenue from women's footwear.
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