Humana Inc vs Moody's Corporation — how do they compare? Humana Inc trades at $403.59 (market cap $47.81B), while Moody's Corporation trades at $493.6 (market cap $88.28B). The key difference: Moody's Corporation is the larger of the two by market cap, and Humana Inc pays the higher dividend (0.89%). Which is the better fit depends on your goals.
| HUM | MCO | |
|---|---|---|
Market Cap | $47.81B | $88.28B |
Sector | Health | Financials |
52-Week High | $409.42 | $539.61 |
52-Week Low | $163.67 | $412.23 |
Enterprise Value | $56.85B | $94.08B |
Dividend Yield | 0.89% | 0.82% |
Signals from Pluang's Aura AI — not financial advice
Humana (HUM) trades at $398.09, down 0.48% with a bullish technical signal from moving averages. The company shows strong revenue growth to $129.66B in 2025 but faces margin compression with net income margin declining to 0.82%. Recent earnings have consistently beaten expectations, and analyst sentiment is mixed with 34% buy ratings but a consensus price target of $354.33 below current levels.
The outlook suggests cautious optimism with Medicare Advantage expansion opportunities but significant margin pressure and regulatory risks. Key investment considerations include the company's ability to achieve its 3% Medicare Advantage margin target by 2028 while navigating increased healthcare utilization costs and competitive pressures in the insurance sector.
MCO trades at $505.12, down 1.12% today, with a bullish technical signal from moving averages but overbought RSI readings near 76. The company shows strong fundamentals with Q1 2026 EPS beating estimates at $4.33, revenue growth to $7.72B in 2025, and robust profitability margins including a 31.69% net income margin. Recent news highlights AI integration initiatives and dividend sustainability, with a $1.03 dividend paid in June 2026.
Outlook remains positive given analyst consensus of $551.17 price target and 56% buy ratings, though valuation multiples like P/E of 36.65 pose risks if growth slows. Key risks include high debt levels and market sensitivity to credit cycles, but institutional support and recurring revenue model provide stability for long-term investors.
Trailing returns across standard periods
Latest headlines on both assets
Humana is one of the largest private health insurers in the U.S. with a focus on administering Medicare Advantage plans. The firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from individual and group Medicare Advantage, Medicaid, and the military's Tricare program. The firm is also a leader in stand-alone prescription drug plans for seniors enrolled in traditional fee-for-service Medicare. Humana offers employer-based plans primarily for small businesses along with specialty insurance offerings such as dental, vision, and life. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
Read more on HUM →Moody's, along with S&P Ratings, is a leading provider of credit ratings on fixed income securities. Moody's ratings segment, known as Moody's Investors Service or MIS, includes corporates, structured finance, financial institutions, and public finance ratings. MIS represents a majority of the firm's revenue and profits. Moody's other segment is Moody's Analytics and consists of Research, Data, and Analytics or RD&A and Enterprise Risk Solutions or ERS. RD&A's products include credit research, quantitative credit scores, economic research, business intelligence, know your customer (KYC) tools, commercial real estate data and analytical tools, and training services. ERS includes risk management software solutions to financial institutions.
Read more on MCO →