Cigna Group vs Humana Inc

Cigna Group (CI) is undervalued and Humana Inc (HUM) is fairly valued.

Against our estimates of intrinsic value, CI trades at the wider discount: a margin of safety of +33%, against -4% for HUM.

Values as of the 22 Sept 2026 close.

Cigna Group (CI)

Discounting its cash flows at 6.9% (average of 3 methods) values the shares at $406.00; the price of $273.74 is 33% below that value, and 84% of that value comes from beyond year five.

Leak Score 70/100 on 9 of 12 signals

Humana Inc (HUM)

Discounting its cash flows at 8.3% (average of 3 methods) values the shares at $358.19; the price of $372.00 is 4% above that value, and 79% of that value comes from beyond year five.

Leak Score 36/100 on 10 of 12 signals

MetricCIHUM
VerdictUndervaluedFairly valued
Price$273.74$372.00
Intrinsic value$406.00$358.19
Margin of safety+33%-4%
Leak Score70/100 (9/12)36/100 (10/12)
Market cap$72.3B$44.7B
Revenue growth, 5 years11.3%10.9%
Operating margin3.9%1.9%
Net margin2.3%0.9%
Return on equity15.5%6.8%
Debt to equity0.750.74
P/E11.3x35.2x
Forward P/E8.2x22.1x
P/B1.7x2.3x
Dividend yield2.3%1.0%

All stocks in Healthcare Plans