Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, pharmacy benefit manager Express Scripts (NASDAQ: ESRX ) has earned a coveted five-star ranking.
With that in mind, let's take a closer look at Express Scripts and see what CAPS investors are saying about the stock right now.
Express Scripts facts
| Headquarters (founded) | St. Louis (1986) |
| Market Cap | $46.9 billion |
| Industry | Healthcare services |
| Trailing-12-Month Revenue | $93.9 billion |
| Management | Chairman/CEO George Paz CFO Jeffrey Hall |
| Return on Equity (average, past 3 years) | 28.7% |
| Cash/Debt | $2.8 billion / $15.9 billion |
| Competitors | Aetna |
Sources: S&P Capital IQ and Motley Fool CAPS.
On CAPS, 94% of the 844 members who have rated Express Scripts believe the stock will outperform the S&P 500 going forward.
Late last month, one of those bulls, All-Star NovaTodd, succinctly summed up the bull case for our community:
Accounting for the recent Medco acquisition, Express Scripts now does business with ~95% of retail pharmacies in the U.S., and possesses significant bargaining power in this relationship (see the Walgreen fiasco for evidence of this). They also have about 60% market share in the mail-order prescriptions business, fertile ground for future growth. Favorable demographic shifts, the closing of the "Medicare donut hole" and a recent share repurchase authorization are just a few more reasons this company is a long term winner.
If you want market-thumping returns, you need to put together the best portfolio you can. Of course, despite a strong five-star rating, Express Scripts may not be your top choice.
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