Oct. 01, 2025 7:39 PM ETMolina Healthcare, Inc. (MOH) StockUNH, HUM, ELV, CNC, UNH:CA, MOHStock Info1.99K FollowersSummaryMolina Healthcare, Inc. is a pure play on government-sponsored health insurance, excelling in Medicaid and dual-eligible populations with strong contract wins and retention.MOH trades at a significant discount (~8–9× earnings, ~0.2× EV/sales).Risks include policy changes, execution on acquisitions, medical cost inflation, and cash flow volatility, but state-level dynamics and contract discipline mitigate headline concerns.MOH is a structurally profitable compounder, offering a compelling value opportunity for defensive investors willing to look past policy noise and market misperceptions.Getty ImagesInvestment ThesisMolina Healthcare, Inc. (NYSE:MOH) is perhaps the pure play on government-sponsored health insurance.Its sole expertise in Medicaid and dual-eligible populations has generated cyclical contract wins and sticky member retention. Total Medicaid enrollment has indeedThis article was written byStock Info1.99K FollowersFollower of the markets. My investment style is mostly looking for asymmetrical risk/reward opportunities on the long and short side. I utilize a mixture of stock and derivatives positions in my investment approach. The time horizon of my investments varies.For some more investment insights or if you want to message me, feel free to do so.Analyst’s Disclosure:I/we have a beneficial long position in the shares of MOH either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments