Express Scripts Holding Company (NASDAQ:ESRX)

CAPS Rating: 3 out of 5

Provides pharmacy benefit management services, including retail drug card programs, mail pharmacy services, drug formulary management programs and other clinical management programs for HMOs, health insurers, third-party administrators and employers.

ESRX News and Commentary

Caps

How do you think ESRX will perform against the market?

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All Players

837 Outperform
58 Underperform
 

All-Star Players

185 Outperform
12 Underperform
 

Wall Street

25 Outperform
1 Underperform
 

Top ESRX Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

tiomiguel (54.28)
Submitted October 28, 2017

Several good indicators:* Passed two of the top-performing Stock Investor Screens ("Free Cash Flow" and John Neff's contrarian approach).* Five-star and wide-moat ratings from Morningstar* Recent high ratings from both Schwab (B) and Fidelity (9.6)*… More

LouisTafuto (49.52)
Submitted October 24, 2017

Losing market share; lack of vertical integration; deteriorating reputation as a PBM; abating tailwind from prescription (generic) drug inflation;

ESRX VS S&P 500 (SPY)

Fools bullish on ESRX are also bullish on:

Recent Community Commentary

Read the most recent pitches from players about ESRX.

Recs

0
Member Avatar FVelociraptor (99.90) Submitted: 1/5/2018 7:08:50 PM : Underperform Start Price: $75.93 ESRX Score: -1.06

http://velociraptor.cc

Recs

2
Member Avatar tiomiguel (54.28) Submitted: 10/27/2017 8:55:51 PM : Outperform Start Price: $61.94 ESRX Score: +17.38

Several good indicators:
* Passed two of the top-performing Stock Investor Screens ("Free Cash Flow" and John Neff's contrarian approach).
* Five-star and wide-moat ratings from Morningstar
* Recent high ratings from both Schwab (B) and Fidelity (9.6)
* Top "Outperform" rating from Credit Suisse
* Low Price/Sales, Price/Book, and PE -- and all three below 5-year averages
* Strong EPS growth

There seems to be some concern that Amazon's entering the pharmacy-delivery business will hit ESRX hard; however, my guess is there's enough arcane stuff involved in the "pharmacy benefits" side that it wouldn't be Amazon's time/energy to challenge ESRX in that arena. If anything, I'd bet that Amazon might eventually be interested in buying out Express Scripts!

Recs

1
Member Avatar LouisTafuto (49.52) Submitted: 10/24/2017 2:11:31 PM : Underperform Start Price: $58.90 ESRX Score: -23.54

Losing market share; lack of vertical integration; deteriorating reputation as a PBM; abating tailwind from prescription (generic) drug inflation;

Leaderboard

Find the members with the highest scoring picks in ESRX.

Score Leader

dfgamer

dfgamer (92.34) Score: +283.85

The Score Leader is the player with the highest score across all their picks in ESRX.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
dfgamer 92.34 11/8/2006 Outperform 3W $15.42 +391.92% +108.07% +283.85 0 Comment
JakeSpider 95.11 1/17/2007 Outperform 5Y $16.39 +362.59% +100.65% +261.94 0 Comment
mton 80.58 10/30/2006 Outperform 3Y $16.16 +369.25% +108.30% +260.95 0 Comment
alintel 32.88 10/26/2006 Outperform 1Y $16.35 +363.72% +106.65% +257.07 0 Comment
tester34 95.86 10/26/2006 Outperform NS $16.35 +363.72% +106.65% +257.07 0 Comment
raykimbrough 89.43 1/24/2007 Outperform 1Y $16.96 +347.11% +100.49% +246.62 0 Comment
donsch1931 81.88 11/30/2006 Outperform 3M $16.94 +347.57% +104.14% +243.43 0 Comment
JTPaul1 < 20 11/20/2006 Outperform 3Y $16.96 +347.11% +104.64% +242.48 0 Comment
snyking 47.83 12/4/2006 Outperform 3M $17.14 +342.54% +104.37% +238.18 0 Comment
vcd41 87.25 1/8/2007 Outperform 3Y $17.22 +340.49% +103.58% +236.91 0 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackJimCramer 85.44 6/8/2017 Underperform 3W $60.36 +25.63% +10.78% -14.85 0 Comment
TrackCowenandCo 84.55 4/5/2016 Outperform NS $67.53 +12.29% +31.94% -19.65 0 Comment
TrackJimCramer 85.44 6/15/2015 Outperform 3W $87.78 -31.24% +17.15% -48.39 6/8/2017 @ $60.36 0 Comment
TrackJimCramer 85.44 10/29/2013 Underperform 3W $61.88 +41.86% +17.45% -24.41 6/15/2015 @ $87.78 0 Comment
TrackJimCramer 85.44 7/17/2013 Outperform 3W $66.17 -6.48% +5.49% -11.97 10/29/2013 @ $61.88 0 Comment
TrackMonnessCres 75.00 7/1/2013 Outperform NS $62.73 +20.88% +67.46% -46.58 0 Comment
TrackJimCramer 85.44 12/21/2012 Underperform 3W $54.22 +22.04% +17.62% -4.42 7/17/2013 @ $66.17 0 Comment
TrackZacks < 20 8/20/2012 Outperform 3M $60.17 -11.33% -2.83% -8.50 11/9/2012 @ $53.35 1 Comment
trackmizuho < 20 4/11/2012 Outperform NS $56.34 +34.59% +96.70% -62.11 0 Comment
TrackMaximGroup 63.67 7/22/2011 Outperform NS $55.02 +37.82% +100.75% -62.93 0 Comment
TrackJimCramer 85.44 3/31/2011 Outperform 3W $55.61 -2.50% +7.69% -10.19 12/21/2012 @ $54.22 0 Comment
TrackJimCramer 85.44 11/2/2010 Underperform 3W $51.09 +8.85% +10.98% +2.13 3/31/2011 @ $55.61 0 Comment
TrackStifel 92.01 10/28/2010 Outperform NS $49.34 +53.69% +126.82% -73.13 0 Comment
TrackRBCCapMkts 87.00 10/26/2010 Outperform NS $48.95 +54.91% +128.66% -73.75 0 Comment
TrackRonBaron 81.16 9/30/2010 Outperform NS $48.70 +55.71% +167.59% -111.88 0 Comment
TrackFBRCapitalM 86.92 9/23/2010 Outperform NS $47.84 +18.35% +13.41% +4.95 1/7/2011 @ $56.62 0 Comment
TrackCharlesPayn < 20 9/17/2010 Outperform 3M $46.37 +63.53% +140.07% -76.53 0 Comment
TrackAvondale 70.96 8/10/2010 Outperform NS $45.54 +66.51% +141.66% -75.14 0 Comment
TrackBarclaysCap 90.87 4/27/2010 Outperform NS $52.00 +45.83% +122.74% -76.91 0 Comment
TrackCarisandCo 92.50 2/10/2010 Outperform NS $42.57 +78.13% +152.27% -74.14 0 Comment
TrackBBTCapMkts 87.13 12/15/2009 Outperform NS $44.20 +30.77% +16.43% +14.34 1/26/2011 @ $57.80 0 Comment
TrackGoldmanSach 78.56 12/7/2009 Outperform 1Y $43.95 +11.69% +2.39% +9.29 9/28/2010 @ $49.08 1 Comment
TrackJPMorgan 87.87 12/3/2009 Outperform NS $44.31 +126.00% +6.77% +119.23 4/30/2010 @ $100.13 0 Comment
TrackLazardCapit 83.22 7/22/2009 Outperform NS $33.75 +124.71% +185.70% -60.98 0 Comment
TrackUBS 92.16 4/30/2009 Outperform NS $32.47 +133.54% +210.95% -77.41 0 Comment
TrackSunTrustRH 87.42 4/21/2009 Outperform NS $29.44 +157.62% +228.29% -70.67 0 Comment
TrackArgus 87.14 3/13/2009 Outperform NS $23.89 +217.41% +261.84% -44.43 0 Comment
TrackMaximGroup 63.67 1/30/2009 Outperform NS $27.72 +110.06% +50.18% +59.88 1/20/2011 @ $58.23 0 Comment
TrackCitigroup 92.73 10/31/2008 Outperform NS $30.66 +147.37% +191.09% -43.72 0 Comment
TrackChrisDavis 88.34 6/3/2008 Outperform 1Y $36.50 +107.75% +101.04% +6.71 1 Comment
TrackOppenheimer 72.01 1/17/2008 Outperform NS $36.88 +105.61% +104.80% +0.81 0 Comment
TrackDeutscheSec 88.16 1/11/2008 Outperform NS $36.66 +106.87% +99.91% +6.96 0 Comment
TrackJMP 83.19 1/8/2008 Outperform NS $37.63 +101.52% +98.00% +3.52 0 Comment
TrackHeebner < 20 12/31/2007 Outperform NS $36.50 +39.40% -21.54% +60.93 3/31/2010 @ $50.88 1 Comment
TrackBMOCapital < 20 11/30/2007 Outperform NS $34.13 +122.18% +89.84% +32.34 0 Comment
TrackSusquehanna 91.92 10/2/2007 Outperform NS $27.50 +1.49% -0.25% +1.74 10/2/2007 @ $27.91 0 Comment
TrackJohnKeeley < 20 9/30/2007 Outperform NS $27.91 +171.69% +85.44% +86.26 1 Comment
TrackDreman 22.76 9/30/2007 Outperform NS $27.91 +30.78% -4.17% +34.95 12/31/2007 @ $36.50 1 Comment
TrackUBS 92.16 4/24/2007 Outperform NS $23.87 +28.61% -9.25% +37.85 6/19/2008 @ $30.70 0 Comment
TrackLeerinkSwan 95.68 3/21/2007 Outperform NS $21.12 +70.97% -2.13% +73.11 6/3/2008 @ $36.11 0 Comment
TrackCreditSuiss 90.85 3/19/2007 Outperform NS $20.81 +264.35% +105.02% +159.33 0 Comment
TrackBofASec 94.06 3/19/2007 Outperform NS $20.81 +264.35% +105.02% +159.33 0 Comment
TrackJefferies 79.19 2/12/2007 Outperform NS $18.48 +310.45% +99.13% +211.31 0 Comment
TrackJimCramer 85.44 2/9/2007 Outperform 3W $18.33 +178.76% -17.00% +195.76 11/3/2010 @ $51.09 0 Comment
TrackJPMorgan 87.87 11/20/2006 Outperform NS $16.96 +105.69% +0.37% +105.32 1/14/2008 @ $34.89 0 Comment
TrackBroadpointAmTech < 20 11/20/2006 Outperform NS $16.96 +237.09% -1.43% +238.52 4/17/2012 @ $57.17 0 Comment
TrackWellsFargo 86.56 11/6/2006 Outperform NS $15.80 +137.75% +2.05% +135.69 1/9/2008 @ $37.57 0 Comment
TrackMatrix < 20 10/11/2006 Outperform NS $17.26 +231.32% +2.40% +228.93 4/17/2012 @ $57.17 0 Comment
TrackJimCramer 85.44 6/12/2006 Underperform 3W $16.86 +8.70% +15.81% +7.11 2/10/2007 @ $18.33 0 Comment
TrackJimCramer 85.44 4/19/2006 Outperform 3W $21.10 -20.09% -5.61% -14.48 6/12/2006 @ $16.86 0 Comment

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