Competitive PositionPotential share losses in key markets such as Florida, Georgia, and Texas could lead to a downturn not currently reflected in stock estimates.
Cost ManagementA Medicare Medical Loss Ratio (MLR) of 95.3% signifies rising costs that are significantly outpacing revenue, potentially eroding future profitability.
Financial PerformanceMedicare Advantage is expected to lose money in 2024, negatively impacted by reimbursement and STARS pressures.