Switch to:

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 : 7/10

vs
industry
vs
history
Cash to Debt 0.06
ESRX's Cash to Debt is ranked higher than
50% of the 40 Companies
in the Global Health Care Plans industry.

( Industry Median: 0.63 vs. ESRX: 0.06 )
ESRX' s 10-Year Cash to Debt Range
Min: 0.04   Max: No Debt
Current: 0.06

Equity to Asset 0.38
ESRX's Equity to Asset is ranked higher than
74% of the 43 Companies
in the Global Health Care Plans industry.

( Industry Median: 0.38 vs. ESRX: 0.38 )
ESRX' s 10-Year Equity to Asset Range
Min: 0.11   Max: 0.6
Current: 0.38

0.11
0.6
Interest Coverage 5.96
ESRX's Interest Coverage is ranked higher than
61% of the 36 Companies
in the Global Health Care Plans industry.

( Industry Median: 10.29 vs. ESRX: 5.96 )
ESRX' s 10-Year Interest Coverage Range
Min: 2.78   Max: 396
Current: 5.96

2.78
396
F-Score: 6
Z-Score: 3.23
M-Score: -2.51
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 : 8/10

vs
industry
vs
history
Operating margin (%) 3.48
ESRX's Operating margin (%) is ranked higher than
77% of the 43 Companies
in the Global Health Care Plans industry.

( Industry Median: 3.96 vs. ESRX: 3.48 )
ESRX' s 10-Year Operating margin (%) Range
Min: 2.76   Max: 6.06
Current: 3.48

2.76
6.06
Net-margin (%) 1.92
ESRX's Net-margin (%) is ranked higher than
74% of the 43 Companies
in the Global Health Care Plans industry.

( Industry Median: 2.10 vs. ESRX: 1.92 )
ESRX' s 10-Year Net-margin (%) Range
Min: -0.13   Max: 3.53
Current: 1.92

-0.13
3.53
ROE (%) 8.92
ESRX's ROE (%) is ranked higher than
76% of the 42 Companies
in the Global Health Care Plans industry.

( Industry Median: 9.02 vs. ESRX: 8.92 )
ESRX' s 10-Year ROE (%) Range
Min: -1.3   Max: 87.47
Current: 8.92

-1.3
87.47
ROA (%) 3.58
ESRX's ROA (%) is ranked higher than
74% of the 43 Companies
in the Global Health Care Plans industry.

( Industry Median: 3.62 vs. ESRX: 3.58 )
ESRX' s 10-Year ROA (%) Range
Min: -0.38   Max: 14.42
Current: 3.58

-0.38
14.42
ROC (Joel Greenblatt) (%) 211.89
ESRX's ROC (Joel Greenblatt) (%) is ranked higher than
83% of the 42 Companies
in the Global Health Care Plans industry.

( Industry Median: 146.02 vs. ESRX: 211.89 )
ESRX' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 38.56   Max: 586.74
Current: 211.89

38.56
586.74
Revenue Growth (3Y)(%) 15.30
ESRX's Revenue Growth (3Y)(%) is ranked higher than
80% of the 41 Companies
in the Global Health Care Plans industry.

( Industry Median: 14.10 vs. ESRX: 15.30 )
ESRX' s 10-Year Revenue Growth (3Y)(%) Range
Min: 12   Max: 69.8
Current: 15.3

12
69.8
EBITDA Growth (3Y)(%) 20.10
ESRX's EBITDA Growth (3Y)(%) is ranked higher than
92% of the 36 Companies
in the Global Health Care Plans industry.

( Industry Median: 10.90 vs. ESRX: 20.10 )
ESRX' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 3.4   Max: 87.6
Current: 20.1

3.4
87.6
EPS Growth (3Y)(%) 1.50
ESRX's EPS Growth (3Y)(%) is ranked higher than
65% of the 34 Companies
in the Global Health Care Plans industry.

( Industry Median: 7.70 vs. ESRX: 1.50 )
ESRX' s 10-Year EPS Growth (3Y)(%) Range
Min: 1.5   Max: 75.4
Current: 1.5

1.5
75.4
» ESRX's 10-Y Financials

Financials


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

» Details

Guru Trades

Q4 2013

ESRX Guru Trades in Q4 2013

HOTCHKIS & WILEY 1,067,200 sh (New)
Dodge & Cox 5,609,705 sh (New)
Paul Tudor Jones 88,800 sh (+451.55%)
Scott Black 173,883 sh (+130.81%)
Diamond Hill Capital 1,373,143 sh (+33.31%)
Mario Gabelli 197,214 sh (+24.35%)
Wallace Weitz 1,184,825 sh (+20.62%)
Glenn Greenberg 3,958,387 sh (+17.2%)
Pioneer Investments 2,137,569 sh (+16.81%)
Ken Fisher 616,320 sh (+7.71%)
David Rolfe 4,080,938 sh (+6.63%)
John Keeley 34,289 sh (+0.87%)
Steven Romick -385,427 sh (unchged)
Jeff Auxier 78,174 sh (unchged)
Jean-Marie Eveillard 1,168 sh (unchged)
Ruane Cunniff 5,957 sh (unchged)
Lee Ainslie Sold Out
Jeremy Grantham 13,804,543 sh (-2.03%)
Chris Davis 12,872,126 sh (-5.09%)
Louis Moore Bacon 7,495 sh (-6.24%)
Ray Dalio 142,688 sh (-34.72%)
Joel Greenblatt 34,242 sh (-61.22%)
Leon Cooperman 173,100 sh (-90.9%)
Steven Cohen 67,612 sh (-91.21%)
» More
Q1 2014

ESRX Guru Trades in Q1 2014

Manning & Napier Advisors, Inc 2,148,470 sh (New)
Vanguard Health Care Fund 3,265,000 sh (New)
Dodge & Cox 11,586,300 sh (+106.54%)
Louis Moore Bacon 12,678 sh (+69.15%)
Mario Gabelli 316,403 sh (+60.44%)
Steven Cohen 107,243 sh (+58.62%)
Pioneer Investments 3,062,230 sh (+43.26%)
David Rolfe 4,959,737 sh (+21.53%)
HOTCHKIS & WILEY 1,274,400 sh (+19.42%)
Diamond Hill Capital 1,445,136 sh (+5.24%)
Wallace Weitz 1,210,905 sh (+2.2%)
Jean-Marie Eveillard 1,168 sh (unchged)
Steven Romick -385,427 sh (unchged)
Jeff Auxier 78,139 sh (-0.04%)
Scott Black 167,414 sh (-3.72%)
John Keeley 32,879 sh (-4.11%)
Ruane Cunniff 5,655 sh (-5.07%)
Jeremy Grantham 12,559,677 sh (-9.02%)
Glenn Greenberg 3,546,006 sh (-10.42%)
Chris Davis 11,380,532 sh (-11.59%)
Joel Greenblatt 27,971 sh (-18.31%)
Leon Cooperman 141,300 sh (-18.37%)
Ray Dalio 99,888 sh (-30%)
Ken Fisher 337,475 sh (-45.24%)
Paul Tudor Jones 6,900 sh (-92.23%)
» More
Q2 2014

ESRX Guru Trades in Q2 2014

Charles Brandes 2,102,152 sh (New)
Jim Simons 425,639 sh (New)
First Pacific Advisors 2,838,100 sh (New)
Steven Romick 0 sh (+9999%)
Joel Greenblatt 218,877 sh (+682.51%)
Ken Fisher 593,431 sh (+75.84%)
Dodge & Cox 17,874,930 sh (+54.28%)
Manning & Napier Advisors, Inc 3,238,540 sh (+50.74%)
HOTCHKIS & WILEY 1,918,200 sh (+50.52%)
Jeremy Grantham 18,244,782 sh (+45.26%)
Wallace Weitz 1,742,324 sh (+43.89%)
Glenn Greenberg 4,678,694 sh (+31.94%)
Paul Tudor Jones 8,380 sh (+21.45%)
Mario Gabelli 365,939 sh (+15.66%)
David Rolfe 5,526,574 sh (+11.43%)
Diamond Hill Capital 1,549,555 sh (+7.23%)
Jean-Marie Eveillard 1,168 sh (unchged)
Vanguard Health Care Fund 3,265,000 sh (unchged)
Leon Cooperman Sold Out
Louis Moore Bacon Sold Out
Jeff Auxier 77,896 sh (-0.31%)
John Keeley 30,958 sh (-5.84%)
Chris Davis 10,703,208 sh (-5.95%)
Pioneer Investments 2,806,675 sh (-8.35%)
Ruane Cunniff 5,031 sh (-11.03%)
Scott Black 129,139 sh (-22.86%)
Ray Dalio 37,654 sh (-62.3%)
» More
Q3 2014

ESRX Guru Trades in Q3 2014

Warren Buffett 449,489 sh (New)
Jeremy Grantham 25,535,124 sh (+39.96%)
Ray Dalio 50,162 sh (+33.22%)
First Pacific Advisors 3,441,000 sh (+21.24%)
Jim Simons 490,577 sh (+15.26%)
Vanguard Health Care Fund 3,621,200 sh (+10.91%)
Manning & Napier Advisors, Inc 3,583,120 sh (+10.64%)
David Rolfe 5,957,369 sh (+7.79%)
Charles Brandes 2,253,914 sh (+7.22%)
Diamond Hill Capital 1,657,313 sh (+6.95%)
Ruane Cunniff 5,372 sh (+6.78%)
Glenn Greenberg 4,982,726 sh (+6.5%)
Dodge & Cox 18,469,695 sh (+3.33%)
Wallace Weitz 1,776,907 sh (+1.98%)
Scott Black 129,479 sh (+0.26%)
Jean-Marie Eveillard 1,168 sh (unchged)
John Keeley 30,958 sh (unchged)
Chris Davis 10,650,525 sh (-0.49%)
Jeff Auxier 75,725 sh (-2.79%)
HOTCHKIS & WILEY 1,851,500 sh (-3.48%)
Pioneer Investments 2,704,807 sh (-3.63%)
Paul Tudor Jones 7,500 sh (-10.5%)
Ken Fisher 522,773 sh (-11.91%)
Mario Gabelli 247,614 sh (-32.33%)
Joel Greenblatt 48,001 sh (-78.07%)
» More
» Details

Insider Trades

Latest Guru Trades with ESRX

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Glenn Greenberg 2014-09-30 Add 6.5%0.79%$65.6 - $75.51 $ 85.7420%4982726
Joel Greenblatt 2014-09-30 Reduce -78.07%0.15%$65.6 - $75.51 $ 85.7420%48001
Charles Brandes 2014-09-30 Add 7.22%0.14%$65.6 - $75.51 $ 85.7420%2253914
Mario Gabelli 2014-09-30 Reduce -32.33%0.04%$65.6 - $75.51 $ 85.7420%247614
Warren Buffett 2014-09-30 New Buy0.03%$65.6 - $75.51 $ 85.7420%449489
Ray Dalio 2014-09-30 Add 33.22%0.01%$65.6 - $75.51 $ 85.7420%50162
Glenn Greenberg 2014-06-30 Add 31.94%3.17%$66.17 - $76.08 $ 85.7422%4678694
Charles Brandes 2014-06-30 New Buy1.8%$66.17 - $76.08 $ 85.7422%2102152
Wallace Weitz 2014-06-30 Add 43.89%1.1%$66.17 - $76.08 $ 85.7422%1742324
Dodge & Cox 2014-06-30 Add 54.28%0.42%$66.17 - $76.08 $ 85.7422%17874930
Scott Black 2014-06-30 Reduce -22.86%0.32%$66.17 - $76.08 $ 85.7422%129139
Joel Greenblatt 2014-06-30 Add 682.51%0.17%$66.17 - $76.08 $ 85.7422%218877
HOTCHKIS & WILEY 2014-06-30 Add 50.52%0.16%$66.17 - $76.08 $ 85.7422%1918200
Leon Cooperman 2014-06-30 Sold Out 0.14%$66.17 - $76.08 $ 85.7422%0
Chris Davis 2014-06-30 Reduce -5.95%0.14%$66.17 - $76.08 $ 85.7422%10703208
Ken Fisher 2014-06-30 Add 75.84%0.04%$66.17 - $76.08 $ 85.7422%593431
Ray Dalio 2014-06-30 Reduce -62.3%0.04%$66.17 - $76.08 $ 85.7422%37654
Glenn Greenberg 2014-03-31 Reduce -10.42%1.19%$69.84 - $78.64 $ 85.7415%3546006
Vanguard Health Care Fund 2014-03-31 New Buy0.69%$69.84 - $78.64 $ 85.7415%3265000
Dodge & Cox 2014-03-31 Add 106.54%0.46%$69.84 - $78.64 $ 85.7415%11586300
Chris Davis 2014-03-31 Reduce -11.59%0.25%$69.84 - $78.64 $ 85.7415%11380532
Mario Gabelli 2014-03-31 Add 60.44%0.05%$69.84 - $78.64 $ 85.7415%316403
Ken Fisher 2014-03-31 Reduce -45.24%0.04%$69.84 - $78.64 $ 85.7415%337475
Ray Dalio 2014-03-31 Reduce -30%0.02%$69.84 - $78.64 $ 85.7415%99888
Lee Ainslie 2013-12-31 Sold Out 3.5%$60.88 - $70.6 $ 85.7431%0
Glenn Greenberg 2013-12-31 Add 17.2%1.67%$60.88 - $70.6 $ 85.7431%3958387
Leon Cooperman 2013-12-31 Reduce -90.9%1.64%$60.88 - $70.6 $ 85.7431%173100
Scott Black 2013-12-31 Add 130.81%0.74%$60.88 - $70.6 $ 85.7431%173883
Wallace Weitz 2013-12-31 Add 20.62%0.48%$60.88 - $70.6 $ 85.7431%1184825
Dodge & Cox 2013-12-31 New Buy0.41%$60.88 - $70.6 $ 85.7431%5609705
HOTCHKIS & WILEY 2013-12-31 New Buy0.32%$60.88 - $70.6 $ 85.7431%1067200
Joel Greenblatt 2013-12-31 Reduce -61.22%0.11%$60.88 - $70.6 $ 85.7431%34242
Chris Davis 2013-12-31 Reduce -5.09%0.11%$60.88 - $70.6 $ 85.7431%12872126
Ray Dalio 2013-12-31 Reduce -34.72%0.04%$60.88 - $70.6 $ 85.7431%142688
Mario Gabelli 2013-12-31 Add 24.35%0.01%$60.88 - $70.6 $ 85.7431%197214
Premium More recent guru trades are included for Premium Members only!!
Premium More recent guru trades are included for USA Subscribe Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Express Scripts

Wedgewood Partners Comments on Express Scripts - Apr 10, 2013

Although we have been investors in Express Scripts Holding Company (Express Scripts) (ESRX) since 2007, it was not always a "holding company." Express Scripts is the largest pharmacy benefits manager (PBM) in the country, managing nearly one third of all prescriptions written in the U.S. The Company recently (second quarter of 2012) rose to this market position after successfully closing the acquisition of Medco Health Solutions (Medco), effectively doubling the volume of prescriptions previously handled. Express Scripts' primary value proposition is to drive lower absolute and relative drug spend by injecting itself into almost every step of a clients' drug prescription process -­‐ from patient evaluation and distribution channels, to adherence. The Company's unparalleled scale and unique focus on the behavioral and clinical aspects of the drug prescription process enables them to effectively deliver an "open architecture" drug benefit which maximizes the opportunity for clients to eliminate spending waste. The Company's clients include managed care organizations, health insurers; mid-­‐to-­‐large employers and unions, all of whom are constantly bombarded by double-­‐digit medical care cost inflation.

In our view, Express Scripts' unmatched scale and unique approach are what will continue to reinforce its competitive profile for years to come. For example, throughout 2011 and part of 2012, one of Express Scripts' pharmacy network members, Walgreens, purportedly tried to raise prices on prescriptions, without adding any incremental value -­‐ which would have mitigated savings from cheaper, generic drugs coming to market over the next few years. Express Scripts saw these terms as unacceptable, and boldly removed Walgreens from its pharmacy network, yet clients still had access to another 50,000, lower-­‐priced pharmacy alternatives -­‐ from CVS and Rite Aide, to thousands of independent pharmacies. So Express Scripts' clients were able to make a wholesale move to these new pharmacies, with minimal disruption. Needless to say, the effect on Walgreens was not as subtle, almost 10% of its fiscal 2012 earnings per share were quickly lost as millions of prescriptions were shifted to cheaper competing pharmacies. Ultimately, Express Scripts re-­‐admitted the retailer back into its network in mid-­‐2012, presumably with economics that were more beneficial to clients. While this "narrow network" approach is not a new concept, it had never been done to this scale, but Express Scripts was able to be effective while excluding the largest pharmacy chain in the U.S., a testament to the Company's scale and competitive leadership.

As Express Scripts reaches critical mass in terms of prescriptions, we believe there is still room for attractive growth in profitability through further waste reduction and optimization of client behavior. Express Scripts' research estimates show that there is over $400 billion in pharmacy-­‐related waste every year. If the Company can continue to execute on its competitive advantage, we expect the Company to increasingly drive out more of this waste, and in turn, increase its profitability spread on each prescription (EBITDA/Rx).

In the interim, we expect Express Scripts will continue to be a prolific generator of free cash flow. Aside from information technology and a handful of automated drug distribution centers, there are few, large capital expenditure calls on the Company's operating cash flows. That said, in order to finance the Medco deal, Express Scripts issued debt -­‐ with about $13 billion (net of cash) currently on the balance sheet. We expect that they will be able to generate between $4 billion to $5 billion in free cash flow over the next twelve months – and increasing each year for the next several years. With about $6 billion in debt due by the end of 2015, and $2.8 billion cash currently on the balance sheet, Express Scripts should have ample financial firepower to reinvest in the business, pay down debt and provide share buy-­‐back support over the next few years. The Company ended the quarter at a market cap below $50 billion, when squared against our free cash flow estimates, results in a yield of about 10% which, relative to competing investment opportunities and given Express Scripts' opportunity set, we earnestly believe represents an excellent investment opportunity.

From Wedgewood Partners’ first quarter 2013 investor letter.


Check out David Rolfe latest stock trades

Top Ranked Articles about Express Scripts

Guru Focus Value Idea Contest: Get on board the earnings train of Express Scripts (ESRX)
Express Scripts is a good company according to Warren Buffett (Trades, Portfolio). We have learned that Mr. Buffett has a knack for buying quality companies. However, a good company is not always a good stock to buy. Is it still a good investment you may be asking? Should you get on board? Let’s roll up our sleeves and do a little digging into the company’s financials and background. Read more...
Weekly 52-Week Highs Highlight: ITW, ESRX, TEVA, CHD, STI
According to GuruFocus' list of 52-week highs, Illinois Tool Works Inc, Express Scripts, Teva Pharmaceutical Industries Ltd, Church & Dwight Company Inc, and SunTrust Banks Inc. have all reached their 52-week highs. Read more...
Wedgewood Partners' David Rolfe's Top Five Stocks
David Rolfe (Trades, Portfolio)’s Top Five Stocks Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 34.40
ESRX's P/E(ttm) is ranked higher than
76% of the 49 Companies
in the Global Health Care Plans industry.

( Industry Median: 27.40 vs. ESRX: 34.40 )
ESRX' s 10-Year P/E(ttm) Range
Min: 13.5   Max: 36.74
Current: 34.4

13.5
36.74
P/B 3.12
ESRX's P/B is ranked higher than
67% of the 49 Companies
in the Global Health Care Plans industry.

( Industry Median: 2.46 vs. ESRX: 3.12 )
ESRX' s 10-Year P/B Range
Min: 1.85   Max: 31.66
Current: 3.12

1.85
31.66
P/S 0.66
ESRX's P/S is ranked higher than
69% of the 49 Companies
in the Global Health Care Plans industry.

( Industry Median: 0.58 vs. ESRX: 0.66 )
ESRX' s 10-Year P/S Range
Min: 0.33   Max: 1.08
Current: 0.66

0.33
1.08
PFCF 16.62
ESRX's PFCF is ranked higher than
78% of the 49 Companies
in the Global Health Care Plans industry.

( Industry Median: 19.30 vs. ESRX: 16.62 )
ESRX' s 10-Year PFCF Range
Min: 8.82   Max: 25.77
Current: 16.62

8.82
25.77
EV-to-EBIT 22.01
ESRX's EV-to-EBIT is ranked higher than
71% of the 49 Companies
in the Global Health Care Plans industry.

( Industry Median: 15.39 vs. ESRX: 22.01 )
ESRX' s 10-Year EV-to-EBIT Range
Min: 8.9   Max: 30.4
Current: 22.01

8.9
30.4
PEG 1.41
ESRX's PEG is ranked higher than
90% of the 49 Companies
in the Global Health Care Plans industry.

( Industry Median: 3.06 vs. ESRX: 1.41 )
ESRX' s 10-Year PEG Range
Min: 0.42   Max: 1.58
Current: 1.41

0.42
1.58
Shiller P/E 39.14
ESRX's Shiller P/E is ranked higher than
80% of the 49 Companies
in the Global Health Care Plans industry.

( Industry Median: 38.96 vs. ESRX: 39.14 )
ESRX' s 10-Year Shiller P/E Range
Min: 22.74   Max: 67.21
Current: 39.14

22.74
67.21
Current Ratio 0.61
ESRX's Current Ratio is ranked higher than
54% of the 35 Companies
in the Global Health Care Plans industry.

( Industry Median: 1.37 vs. ESRX: 0.61 )
ESRX' s 10-Year Current Ratio Range
Min: 0.57   Max: 2.21
Current: 0.61

0.57
2.21
Quick Ratio 0.50
ESRX's Quick Ratio is ranked higher than
51% of the 35 Companies
in the Global Health Care Plans industry.

( Industry Median: 1.37 vs. ESRX: 0.50 )
ESRX' s 10-Year Quick Ratio Range
Min: 0.47   Max: 2.15
Current: 0.5

0.47
2.15

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.13
ESRX's Price/DCF (Projected) is ranked higher than
82% of the 49 Companies
in the Global Health Care Plans industry.

( Industry Median: 1.25 vs. ESRX: 1.13 )
ESRX' s 10-Year Price/DCF (Projected) Range
Min: 0.87   Max: 62.64
Current: 1.13

0.87
62.64
Price/Median PS Value 1.10
ESRX's Price/Median PS Value is ranked higher than
78% of the 49 Companies
in the Global Health Care Plans industry.

( Industry Median: 1.12 vs. ESRX: 1.10 )
ESRX' s 10-Year Price/Median PS Value Range
Min: 0.52   Max: 2.39
Current: 1.1

0.52
2.39
Price/Peter Lynch Fair Value 1.59
ESRX's Price/Peter Lynch Fair Value is ranked higher than
88% of the 49 Companies
in the Global Health Care Plans industry.

( Industry Median: 9999.00 vs. ESRX: 1.59 )
ESRX' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.42   Max: 2.44
Current: 1.59

0.42
2.44
Earnings Yield (Greenblatt) 4.50
ESRX's Earnings Yield (Greenblatt) is ranked higher than
67% of the 42 Companies
in the Global Health Care Plans industry.

( Industry Median: 8.40 vs. ESRX: 4.50 )
ESRX' s 10-Year Earnings Yield (Greenblatt) Range
Min: 3.3   Max: 11.3
Current: 4.5

3.3
11.3
Forward Rate of Return (Yacktman) 26.75
ESRX's Forward Rate of Return (Yacktman) is ranked higher than
89% of the 35 Companies
in the Global Health Care Plans industry.

( Industry Median: 17.59 vs. ESRX: 26.75 )
ESRX' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 23.6   Max: 38
Current: 26.75

23.6
38

Business Description

Industry: Health Care Plans » Health Care Plans
Compare:UNH, WLP, HUM, AET, CI » details
Traded in other countries:4XS.Germany,
Express Scripts was incorporated in Missouri in September 1986, and reincorporated in Delaware in March 1992. It operates as a Pharmacy benefit management in North America. It includes HMOs, health insurers, third-party administrators, employers, union-sponsored benefit plans, workers' compensation plans and government health programs. It helps health benefit providers address access and affordability concerns resulting from rising drug costs while helping to improve healthcare outcomes. It works with clients, manufacturers, pharmacists and physicians to increase efficiency in the drug distribution chain, to manage costs in the pharmacy benefit and to improve members' health outcomes and satisfaction. The Company supports healthier outcomes by applying science to health decisions. It offers solutions in four areas namely benefit choices, drug choices, pharmacy choices and health choices. Health Decision ScienceSM is the Company's approach to understand and improve the decisions that impact clinical and financial outcomes and applies principles and advanced knowledge from three disciplines: behavioral sciences, clinical specialization and actionable data. These disciplines form a powerful combination that seeks to increase the likelihood of healthier decisions and healthier outcomes. Consumerology(r), or the advanced application of the behavioral sciences to healthcare, optimizes decision mechanisms and helps make decisions easier. Therapeutic Resource CentersSM gives patients access to specialist pharmacists and nurses to close gaps in care. It has organized its operations into two business segments based on products and services offered PBM and Business Operations. The Company's PBM segment consists services such as the retail network pharmacy administration, home delivery pharmacy services, benefit design consultation, drug utilization review, drug formulary management, clinical solutions to improve health outcomes, such as adherence, case coordination and personalized medicine, flexible array of Medicare Part D, Medicaid and Health Insurance Marketplace offerings to support clients' benefits, specialty pharmacy, including the distribution of fertility pharmaceuticals requiring special handling or packaging, administration of a group purchasing organization and consumer health and drug information. The Business Operations segment consists of distribution of pharmaceuticals and medical supplies to providers and clinics and scientific evidence to guide the safe, effective and affordable use of medicines. The Company is subject to federal and state laws and regulations.
» More Articles for ESRX

Headlines

Articles On GuruFocus.com
First Pacific Advisors' Third-Quarter Investment in Yahoo! Increases in Value by 35% Dec 26 2014 
Express Scripts Knocks Gilead’s Hepatitis C Drug in Favor of AbbVie Dec 22 2014 
Guru Focus Value Idea Contest: Get on board the earnings train of Express Scripts (ESRX) Dec 16 2014 
Are These Drugstore Retailers Good Investments? Dec 11 2014 
Weekly 52-Week Highs Highlight: ITW, ESRX, TEVA, CHD, STI Dec 08 2014 
Why Walgreens' Acquisition of Alliance Is a Smart Move Dec 01 2014 
Surprisingly, Warren Buffett Buys These 8 Dividend Stocks Nov 19 2014 
David Rolfe Adds to Stakes in 18 Companies During Third Quarter Nov 17 2014 
Warren Buffett and CIOs Buy DirecTV, Charter Communications, General Motors Co, Express Scripts, Sel Nov 14 2014 
Why The Diplomat Pharmacy IPO Could Rock The Industry Oct 12 2014 


More From Other Websites
Facebook Among IBD 50's Top 5 Earnings Kings In 2014 Dec 27 2014
Barron's 10 Favorite Stocks for 2015 Dec 27 2014
IBD 50: Biotechs Hammered, Then Find Support Dec 26 2014
Street Talk: AKAM, GILD, GRPN, GPRO Dec 26 2014
Biotech Stocks Take A Beating, But Find Support Dec 24 2014
Celgene Wins, GameStop Loses in Abbreviated Trading Dec 24 2014
Stocks Score Small Gains; Virgin America Takes Flight Dec 24 2014
Mini rebound in biotechs Dec 24 2014
Cramer: Profit taking essential Dec 24 2014
Morning Movers: Cal-Maine Dissapoints; Can Gilead Stabilize? Dec 24 2014
Bulls flying with Express Scripts Dec 24 2014
Express Scripts Sees Heavy Call Volume as Bulls Clean Up Dec 24 2014
Biogen Straps Fitbits Onto MS Patients' Wrists Dec 23 2014
Off the Charts: Biotech breakdown Dec 23 2014
US STOCKS-Dow ends above 18k for first time on strong GDP report Dec 23 2014
US STOCKS-Dow ends above 18k for first time on strong GDP report Dec 23 2014
Tracking biotech pullback Dec 23 2014
Dow tops 18,000 as market reaches new highs Dec 23 2014
Dow tops 18,000 as market reaches new highs Dec 23 2014
Hepatitis C drug wars Dec 23 2014

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK