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Also traded in: Canada

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 4/10

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Interest Coverage 9.37
CTRX's Interest Coverage is ranked lower than
99.99% of the 24 Companies
in the Global Health Care Plans industry.

( Industry Median: 11.13 vs. CTRX: 9.37 )
Ranked among companies with meaningful Interest Coverage only.
CTRX' s Interest Coverage Range Over the Past 10 Years
Min: 0  Med: 0 Max: 9.37
Current: 9.37
0
9.37
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 2/10

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» CTRX's 10-Y Financials

Financials (Next Earnings Date: 0)


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q4 2014

CTRX Guru Trades in Q4 2014

Joel Greenblatt 22,426 sh (New)
Jim Simons 208,970 sh (+213.77%)
Jeremy Grantham 3,028,803 sh (+83.12%)
Paul Tudor Jones 17,792 sh (+42.85%)
Manning & Napier Advisors, Inc 7,315,426 sh (+37.30%)
Vanguard Health Care Fund 4,937,683 sh (+16.97%)
Wallace Weitz 1,162,989 sh (+16.14%)
Pioneer Investments 379,996 sh (+13.93%)
Diamond Hill Capital 505,966 sh (+6.08%)
Steven Cohen Sold Out
» More
Q1 2015

CTRX Guru Trades in Q1 2015

Mario Gabelli 145,800 sh (New)
Paul Tudor Jones 218,880 sh (+1130.22%)
Diamond Hill Capital 590,081 sh (+16.62%)
Pioneer Investments 427,011 sh (+12.37%)
Jeremy Grantham 3,314,869 sh (+9.44%)
Wallace Weitz 1,177,876 sh (+1.28%)
Vanguard Health Care Fund Sold Out
Manning & Napier Advisors, Inc 2,208,429 sh (-69.81%)
Joel Greenblatt 5,390 sh (-75.97%)
Jim Simons 30,000 sh (-85.64%)
» More
Q2 2015

CTRX Guru Trades in Q2 2015

Eric Mindich 5,681,000 sh (New)
Louis Moore Bacon 40,000 sh (New)
Prem Watsa 16,500 sh (New)
Jim Simons 877,670 sh (+2825.57%)
Paul Tudor Jones 604,390 sh (+176.13%)
Mario Gabelli 261,700 sh (+79.49%)
Diamond Hill Capital 641,994 sh (+8.80%)
Pioneer Investments Sold Out
Joel Greenblatt Sold Out
Manning & Napier Advisors, Inc Sold Out
Wallace Weitz 630,219 sh (-46.50%)
Jeremy Grantham 491,270 sh (-85.18%)
» More
Q3 2015

CTRX Guru Trades in Q3 2015

Mario Gabelli Sold Out
Diamond Hill Capital Sold Out
Jim Simons Sold Out
Jeremy Grantham Sold Out
Prem Watsa Sold Out
Wallace Weitz Sold Out
Eric Mindich Sold Out
Louis Moore Bacon Sold Out
Paul Tudor Jones Sold Out
» More
» Details

Insider Trades

Latest Guru Trades with CTRX

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Business Description

Industry: Health Care Plans » Health Care Plans
Compare:NYSE:CNC, NYSE:ANTX, NYSE:HNT, NYSE:WCG, NYSE:MOH, NAS:MGLN, NYSE:UAM, NAS:HIIQ, OTCPK:QULRY, NAS:CNXR, OTCPK:OPRX, OTCPK:WCUI, NYSE:HUM, NYSE:CI, NYSE:AET, NAS:ESRX, NYSE:CVS, NYSE:UNH » details
Traded in other countries:CCT.Canada,


Catamaran Corp is a provider of pharmacy benefit management services PBM and healthcare IT solutions to the healthcare benefit management industry. The Company's PBM services include electronic point-of-sale pharmacy claims management, retail pharmacy network management, mail service pharmacy claims management, specialty pharmacy claims management, Medicare Part D services, benefit design consultation, preferred drug management programs, drug review and analysis, consulting services, data access, and reporting and information analysis. The Company owns a mail service pharmacy and a specialty service pharmacy ('Ascend'). PBM services such as pharmacy network management could be provided to the company's customers using the Company's own system software and services. It provides on-line transaction processing solutions through web-enabled, real-time transaction processing technology. The Company's informed Rx offering is a suite of a la carte PBM services that provide a flexible and cost-effective alternative to traditional PBM offerings typically employed by health plans, government agencies and employers. It also provides a pharmacy spend management solutions and information technology capabilities. RxCLAIM (r) is an on-line transaction processing system designed to provide instant on-line adjudication of third-party prescription drug claims at the point of service, including trouble-free claims management and cost-effective review, as well as payment and billing support and real-time functionality for updating benefit, price, member, provider and drug details. RxCLAIM is designed to provide the company's customers with automation efficiencies, flexibility and control by facilitating the real-time processing of pharmacy claims and payments against eligibility, plan benefits, formularies, price, drug utilization review, prior authorization and rebates in addition to many other features. It is also a provider of HCIT solutions and services to providers, payers and other participants in the pharmaceutical supply chain in North America. SXC's product offerings include a range of software products for managing prescription drug programs and for drug prescribing and dispensing. The Company's solutions are available on a license basis with on-going maintenance and support or on a transaction fee basis using an ASP model. The Company's provider customers include independent, regional chain, institutional, and mail-order pharmacies. It is subject to state and federal statutes and regulations governing the operation of mail service pharmacies and the dispensing of controlled substances.

Guru Investment Theses on Catamaran Corp

Wallace Weitz Comments on Catamaran Corp - Jan 22, 2016

Catamaran Corporation (NASDAQ:CTRX) is a provider of pharmacy benefit management services and healthcare IT solutions to the healthcare benefit management industry. UnitedHealth Group completed its purchase of Catamaran this past summer for $61.50 per share in cash. While we were disappointed to lose a potential “compounder” early on in our investment, we believe we received full and fair value for our shares. We continue to have exposure to the attractive pharmacy benefit management (PBM) segment through a position in Express Scripts.

From Wallace Weitz (Trades, Portfolio)'s fourth quarter 2015 Value Fund commentary.

Check out Wallace Weitz latest stock trades

Wallace Weitz Comments on Catamaran Corp - Oct 27, 2015

Catamaran Corporation (NASDAQ:CTRX) is a provider of pharmacy benefit management services and healthcare IT solutions to the healthcare benefit management industry. UnitedHealth Group completed its acquisition of Catamaran during the third quarter. The Fund received $61.50 per share in cash in exchange for our remaining shares, which was slightly above our base case estimate of intrinsic value of approximately $60 at the time the deal was announced. While it is gratifying to have a well-regarded industry participant confirm our notion of Catamaran’s quality and undervaluation, it is also somewhat bittersweet parting with a potential compounder in an industry that we believe has an attractive future.



From Wallace Weitz (Trades, Portfolio)'s 3Q 2015 commentary.

Check out Wallace Weitz latest stock trades

Mario Gabelli Comments on Catamaran Corp - Oct 19, 2015

Catamaran Corporation (NASDAQ:CTRX) is an Illinois based provider of pharmacy benefit management services and technology solutions. On March 30, 2015, the company agreed to combine with OptumRX, UnitedHealth Group’s independent pharmacy care services business. This was a combination of the #3 and #4 pharmacy benefit managers in the U.S. Under the terms of the combination, OptumRx acquired Catamaran for $61.50 in cash per share. The combination required regulatory and shareholder approvals and closed on July 23, 2015. The Fund earned an annualized return of 8.71%.



From Mario Gabelli (Trades, Portfolio)'s ABC Fund third quarter commentary.



Check out Mario Gabelli latest stock trades

Top Ranked Articles about Catamaran Corp

Wallace Weitz Comments on Catamaran Corp Guru stock highlight
Catamaran Corporation (NASDAQ:CTRX) is a provider of pharmacy benefit management services and healthcare IT solutions to the healthcare benefit management industry. UnitedHealth Group completed its purchase of Catamaran this past summer for $61.50 per share in cash. While we were disappointed to lose a potential “compounder” early on in our investment, we believe we received full and fair value for our shares. We continue to have exposure to the attractive pharmacy benefit management (PBM) segment through a position in Express Scripts. Read more...
Eric Mindich Sells Stakes in Catamaran and Alphabet in 3rd Quarter Quarterly activity emphasizes sales
Eton Park was founded in 2004 by Eric Mindich (Trades, Portfolio). It is a global alternative investment firm that seeks to provide investors with superior, risk-adjusted returns over the long term. Eton Park invests on behalf of charitable organizations, endowments, pension funds, family offices and others worldwide. Read more...
Wallace Weitz Comments on Catamaran Corp Guru stock highlight
Catamaran Corporation (NASDAQ:CTRX) is a provider of pharmacy benefit management services and healthcare IT solutions to the healthcare benefit management industry. UnitedHealth Group completed its acquisition of Catamaran during the third quarter. The Fund received $61.50 per share in cash in exchange for our remaining shares, which was slightly above our base case estimate of intrinsic value of approximately $60 at the time the deal was announced. While it is gratifying to have a well-regarded industry participant confirm our notion of Catamaran’s quality and undervaluation, it is also somewhat bittersweet parting with a potential compounder in an industry that we believe has an attractive future. Read more...
Mario Gabelli Comments on Catamaran Corp Guru stock highlight
Catamaran Corporation (NASDAQ:CTRX) is an Illinois based provider of pharmacy benefit management services and technology solutions. On March 30, 2015, the company agreed to combine with OptumRX, UnitedHealth Group’s independent pharmacy care services business. This was a combination of the #3 and #4 pharmacy benefit managers in the U.S. Under the terms of the combination, OptumRx acquired Catamaran for $61.50 in cash per share. The combination required regulatory and shareholder approvals and closed on July 23, 2015. The Fund earned an annualized return of 8.71%. Read more...

Ratios

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Valuation & Return

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More Statistics

Revenue (TTM) (Mil) $22,647
EPS (TTM) $ 1.63
Short Percentage of Float0.44%
52-Week Range $39.40 - 61.50
Shares Outstanding (Mil)208.01

Analyst Estimate


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Dec15 Dec16 Dec17
Revenue (Mil $)
EPS ($) 3.26 3.70 4.14
EPS w/o NRI ($) 3.26 3.70 4.14
EPS Growth Rate
(3Y to 5Y Estimate)
N/A
Dividends Per Share ($)
» More Articles for CTRX

Headlines

Articles On GuruFocus.com
Wallace Weitz Comments on Catamaran Corp Jan 22 2016 
Weitz Value Fund 4th Quarter Commentary Jan 22 2016 
Paul Tudor Jones Exits Positions in Motorola, Pall Corp. Dec 08 2015 
Wallace Weitz Comments on Catamaran Corp Oct 27 2015 
Wallace Weitz's Value Fund 3Q 2015 Quarterly Commentary Oct 27 2015 
Mario Gabelli Comments on Catamaran Corp Oct 19 2015 
The Gabelli ABC Merger and Arbitrage Fund Q3 Shareholder Commentary Oct 19 2015 
Taconic Capital Buys Time Warner Cable, Broadcom Aug 23 2015 
Prem Watsa Buys 8 New Diverse Holdings in Second Quarter Aug 14 2015 
Weekly 52-Week Highs Highlight: CTSH, CMG, CTRX, MA Aug 11 2015 

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