| Stock (Symbol) | Stock Price | |
Express Scripts (ESRX) |
$60 |
|
| Data is as of | Expected to Report | Sector |
March 18, 2013 |
Feb 6 |
Healthcare |
| Sharek’s Take | ||
 Express Scripts has rebounded nicely from its dip last Fall. The stock fell because management said synergies from the Medco merger would be realized more in 2012 than 2013, thus 2013 estimates came down. Now the the stock is moving up — and its also a solid value, selling at 14 times earnings. Although I think momentum will slow, I’m looking to increase my stake in this conservative growth stock. I think in a year the stock will be a lot higher. |
||
| One-Year Chart | ||
|
|
||
| Earnings Table | ||
 Sales increased 125% last quarter because of the added business from Medco. Profit growth was 28%.ESRX met earnings estimates. Annual Profit Estimates ticked higher. This is good because estimates fell last quarter. Quarterly estimates show growth could slow some three quarters out. That’s when comparisons to 2012 start to get tough. |
||
| Fair Value | ||
 I feel ESRX is working its way back to 18 times earnings. There’s substantial upside here. |
||
| Ten-Year Chart | ||
 Express Scripts is one of my all-time favorite investments. I’ve owned the stock for more than a decade, and it’s always on a trend higher when I look at the ten-year chart. |
||
| Power Ranking | Bottom Line | |
Growth Portfolio
4 of 14 |
ESRX is a great buy right now. The stock’s P/E is 14 and should be 18. The stock’s timely and seems to be headed north. There’s solid long-term upside here. ESRX ranks 4th in the 14 stock Growth Portfolio Power Rankings and 5th in the 8 stock Aggressive Growth Portfolio Power Rankings. |
|
Aggressive Growth Portfolio
5 of 8 |
||
