Humana Inc vs TransMedics Group Inc — how do they compare? Humana Inc trades at $437.71 (market cap $46.49B), while TransMedics Group Inc trades at $79.03 (market cap $2.74B). The key difference: Humana Inc is far larger — about 17× TransMedics Group Inc's market cap, and Humana Inc pays a 0.91% dividend while TransMedics Group Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Humana Inc for 53 Days and TransMedics Group Inc for 24 Days on average.
| HUM | TMDX | |
|---|---|---|
Market Cap | $46.49B | $2.74B |
Volume | 2,567,704 | 949,331 |
Sector | Health | Health |
52-Week High | $409.85 | $150.42 |
52-Week Low | $163.67 | $61.99 |
Typical Hold Time | 53 Days | 24 Days |
Enterprise Value | $53.84B | $3.13B |
Dividend Yield | 0.91% | — |
Signals from Pluang's Aura AI — not financial advice
Humana (HUM) trades at $441.74, up 11.41% over 24 hours, reflecting strong momentum. The stock shows bullish technical signals with support at $391 and resistance at $406. Fundamentally, revenue grew to $129.66B in 2025, though net income margin compressed to 0.88%. Recent news highlights a Barclays upgrade to a $515 price target and upcoming Q3 earnings on November 6, 2026.
The outlook is cautiously optimistic with a consensus price target of $457.05 implying modest upside. Risks include margin pressure from Medicare Advantage plan changes and potential regulatory scrutiny. Institutional activity is mixed, with Bank of America adding a position while some funds reduced stakes.
TransMedics Group (TMDX) trades at $80.69, down 0.47% on the day, amid a bearish technical signal and mixed earnings performance. The company reported strong revenue growth to $605.49M in 2025 with a net income margin of 22.69%, but recent quarters have seen earnings misses. Analyst sentiment remains positive with a consensus price target of $99.75 and a 69% buy rating, though news flow includes investigations into fiduciary duties.
The outlook balances robust fundamentals against near-term headwinds. Upside potential exists from the high analyst target and strong profitability metrics like a 36.28% ROE, but risks include earnings volatility, margin pressure, and ongoing legal scrutiny. The stock's current valuation at a P/E of 20.47 offers a reasonable entry if execution improves.
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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 →TransMedics is a pioneering medical technology company that is disrupting the organ transplant market with its Organ Care System (OCS™). By replacing traditional cold storage with portable warm perfusion, the OCS maintains donor organs in a near-physiologic state, allowing for continuous assessment and optimization. Through its National OCS Program (NOP™), TransMedics provides an end-to-end clinical and logistics solution, including a dedicated aviation fleet, to maximize the utilization of donor organs and improve patient outcomes.
Read more on TMDX →