Healthcare companies, and specifically Managed Healthcare companies found in this report, have been growing as prices in the industry continue to increase. The revenues of healthcare companies represented nearly 16% of the total revenues of firms in the S&P 500 last year, up from about 4% in 1984. However, the secret is out. They honeypot is about to be exposed. Earlier this year Tim Cook stated, “[healthcare] is a business opportunity,” and with the announcement earlier this year of the JPMorgan, Amazon and Warren Buffet triumvirate, the healthcare sector’s evolution is about to be expedited. In this edition of the DSI, we evaluate the top US Managed Healthcare companies and explore how recent M&A and up-and-coming startups will impact their future.
• United Healthcare excels, sweeping all metrics except Share.
• Centene and WellCare are the smallest from a digital perspective, falling behind on metrics across the board.
• When looking at Growth, Aetna and Anthem have taken a downward turn these past few quarters.
• Aetna ranks second in Magnitude, supported by social engagement and popularity score.