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Centene Corporation

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Centene is the largest Medicaid managed care organization in the US, serving more Medicaid members than any other company through state contracts. It also operates a major ACA marketplace business.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($154.0B)

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Medicaid (65%)
Commercial (21%)
Medicare (14%)

Segment Breakdown & Key Customers

Product Details

Medicaid Managed Care65%

Medicaid health plans serving ~16M Medicaid members across 31 states under various state-contracted programs.

Medicare Advantage14%

MA plans including D-SNPs for dual-eligible beneficiaries.

Commercial / ACA Marketplace21%

Individual and small group commercial plans through ACA marketplace and commercial channels.

Supply Chain Relationships

Competitors

UnitedHealth Group

Medicaid, Medicare managed care

Impact: major competitor

Elevance Health

Managed care

Impact: competing

Macro & Market Context

헬스케어Sector News

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Upcoming Catalysts

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

Latest News

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AI Analysis

Click "Get AI Analysis" for an AI-powered supply chain analysis of Centene Corporation.

Company Info

Headquarters

St. Louis, MO

Founded

1984

Employees

74,000

Sector Overview — 헬스케어

Sector News

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Key Themes

  • •CMS 메디케어 어드밴티지 수가 인하 → 보험사 마진 압박
  • •AI 영상진단·병리학 도입 가속 — Tempus, Veracyte 수혜
  • •GLP-1 보험 적용 확대 논의 → UNH·CVS 비용 증가 리스크

Upcoming Catalysts

  • ◆CMS 메디케어 최종 수가 발표 (2026.Q2)
  • ◆UNH/HUM/CVS Q1 실적 (2026.04)