Centene's 40% Crash: Generational Buy Or Value Trap?

  • Centene's 40% drop after pulling 2025 guidance is driven by rising medical costs and margin pressure, but the sell-off appears overdone. Historical patterns show that similar sell-offs in 2016 and 2020 were followed by recoveries as premiums were adjusted upward. Valuation is now highly attractive, with Price/Cash Flow below 8, making CNC stock a compelling buy despite sector volatility.