Metrics

The numbers behind Molina Healthcare, Inc.: as-reported financial statements and company metrics for FY2021–FY2025, traced to the source filings, opened with the share-price history those statements have to justify. Every linked figure opens the exact page of the filing it was printed on, with the statement row highlighted. Amounts in US$ millions unless noted.

Reading notes: Currency USD, figures in millions as printed on each filing's statements ('In millions, except per-share data'). Each fiscal year's income statement, balance sheet, cash-flow statement and premium-revenue-by-segment breakdown are cited to that year's own Form 10-K (each 10-K prints the current year in its first data column). Revenue breakdown uses the 10-K Item 1 'consolidated premium revenue by segment' table (premium revenue only). Its total ties exactly to the Consolidated Statements of Income 'Premium revenue' line each year. The Marketplace/Medicare/Other allocation in data/financials/segment.json differs for FY2021-FY2023 because that feed reports total segment revenue (including premium tax and other revenue), not premium-only; the filing's premium-only table was used. The 'Other' premium segment was first broken out as a separate line in the FY2024 10-K table (FY2024 shown as a dash / zero) and carried a $90M figure in FY2025; FY2021-FY2023 10-K tables have no 'Other' premium row.

Share Price — Full Available History — 23 Years

The stock closed at $224.82 on Jul 16, 2026 — up 2,429% over the window shown (+15.1% a year), trading between $7.44 and $419.53. At that close the stock trades at 25× FY2025 diluted EPS as reported below.

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Source: market price feed, monthly closes, sampled from 5,796 source observations, Jul 2003–Jul 2026. Price return only, excludes dividends. Prices are split-adjusted (×1.5 on May 23, 2011).

Market capitalization $12.6bn and enterprise value $12.2bn.

Market cap = 56.2M shares outstanding × the Jul 16, 2026 close of $224.82. Enterprise value adds total debt of $3.8bn and subtracts cash and equivalents of $4.2bn (net cash of $482mn), from the FY2025 balance sheet. Market-derived figures, shown without filing links.

FY2025 at a Glance

Revenue (US$ millions)

45,426

Operating income (US$ millions)

781

Net income (US$ millions)

472

Diluted EPS

8.92

Source: FY2025 consolidated statements [1] [2] [3] [4]. Click any linked figure to open the filing page with the row highlighted.

Premium Revenue by Segment

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Premium Revenue by Segment FY2021 FY2022 FY2023 FY2024 FY2025
  Medicaid 20,461 24,827 26,327 30,579 32,240
  Medicare 3,361 3,795 4,179 5,542 6,235
  Marketplace 3,033 2,261 2,023 2,506 4,487
  Other 90
Total premium revenue 26,855 30,883 32,529 38,627 43,052
Total premium revenue growth, derived +15.0% +5.3% +18.7% +11.5%

Source: Form 10-K Item 1 Business, consolidated premium revenue by segment (premium revenue only; ties to the income-statement premium revenue line) [5] [6] [7] [8]. Click any linked figure to open the filing page with the row highlighted.

Income Statement

Source: Consolidated Statements of Income [1] [2] [3] [4]. Click any linked figure to open the filing page with the row highlighted.

Columns marked E are consensus analyst estimates from S&P Capital IQ (CapIQ), shown alongside reported results for direct comparison; they are not company guidance.

Estimate source: S&P Capital IQ (CapIQ) consensus, as of 2026-07-22. Estimate figures are S&P Capital IQ consensus (vendor data — no filing page links). EPS and net income use the normalized (adjusted) consensus where the street reports it. Line-item analyst models (segments, drivers, KPIs) are in the Visible Alpha tab.

Balance Sheet

Source: Consolidated Balance Sheets [9] [10] [11] [12]. Click any linked figure to open the filing page with the row highlighted.

Cash Flow

Source: Consolidated Statements of Cash Flows [13] [14] [15] [16]. Click any linked figure to open the filing page with the row highlighted.

Medical Care Ratio by Segment

Medical Care Ratio by Segment FY2021 FY2022 FY2023 FY2024 FY2025
Medicaid MCR 88.7% 88.0% 88.7% 90.3% 91.8%
Medicare MCR 87.2% 88.5% 90.7% 89.1% 92.4%
Marketplace MCR 86.9% 87.2% 75.3% 75.4% 90.6%

Source: company filings [17] [18] [19] [20]. Click any linked figure to open the filing page with the row highlighted.

Medical Margin by Segment

Medical Margin by Segment FY2021 FY2022 FY2023 FY2024 FY2025
Medicaid 2,322 2,981 2,973 2,979 2,652
Medicare 430 437 388 603 475
Marketplace 399 290 499 617 423
Total medical margin 3,151 3,708 3,860 4,199 3,564

Source: company filings [17] [18] [19] [20]. Click any linked figure to open the filing page with the row highlighted.

Operating and Tax Ratios

Operating and Tax Ratios FY2021 FY2022 FY2023 FY2024 FY2025
G A expense ratio 7.4% 7.2% 7.2% 6.7% 6.6%
Premium tax ratio 2.8% 2.7% 3.2% 3.7% 4.1%
Effective income tax rate 24.7% 25.5% 25.5% 25.8% 19.8%

Source: company filings [21] [22] [23] [24]. Click any linked figure to open the filing page with the row highlighted.

Non-Premium Revenue and Medicare Enrollment

Non-Premium Revenue and Medicare Enrollment FY2021 FY2022 FY2023 FY2024 FY2025
Premium tax revenue 787 873 1,069 1,486 1,863
Investment income 52 143 394 452 420
Other revenue 77 75 80 85 91
Medicare membership 142,000 156,000 172,000 242,000 262,000

Source: company filings [1] [5] [2] [6]. Click any linked figure to open the filing page with the row highlighted.

Long-Term Record

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Fiscal year Total revenue Operating income Net income Diluted net income per share Net cash provided by (used in) operating activities
FY2016 17,782 306 52 0.92
FY2017 19,883 (555) (512) (9.07)
FY2018 18,890 1,131 707 10.61
FY2019 16,829 1,044 737 11.47
FY2020 19,423 1,078 673 11.23 1,898
FY2021 27,771 1,020 659 11.25 2,119
FY2022 31,974 1,173 792 13.55 773
FY2023 34,072 1,573 1,091 18.77 1,662
FY2024 40,650 1,707 1,179 20.42 644
FY2025 45,426 781 472 8.92 (535)

Source: consolidated statements across filings; older years from the standardized feed [13] [1] [14] [2]. Click any linked figure to open the filing page with the row highlighted.

Operating KPIs

KPI FY2021 FY2022 FY2023 FY2024 FY2025
Total membership 5,199,000 5,258,000 4,995,000 5,535,000 5,491,000
Medicaid membership 4,329,000 4,754,000 4,542,000 4,890,000 4,568,000
Marketplace membership 728,000 348,000 281,000 403,000 655,000
Consolidated medical care ratio (MCR) 88.3% 88.0% 88.1% 89.1% 91.7%

Source: company-reported operating metrics [5] [25] [6] [26]. Click any linked figure to open the filing page with the row highlighted.

Analyst Consensus

Mean target

210.76

Median target

209.00

High target

286.00

Low target

129.00

Street ratings: 3 strong buy, 15 hold, 1 sell. Consensus: Hold.

Estimate source: S&P Capital IQ (CapIQ) consensus, as of 2026-07-22. Estimate figures are S&P Capital IQ consensus (vendor data — no filing page links). EPS and net income use the normalized (adjusted) consensus where the street reports it. Line-item analyst models (segments, drivers, KPIs) are in the Visible Alpha tab.

Traceability

349 of 371 figures on this page (94%) link to the filing page where they are printed — click a linked figure to open the source PDF at that page with the row highlighted. Unlinked figures come from standardized data feeds or pre-filing years.

  • Currency USD, figures in millions as printed on each filing's statements ('In millions, except per-share data').

  • Each fiscal year's income statement, balance sheet, cash-flow statement and premium-revenue-by-segment breakdown are cited to that year's own Form 10-K (each 10-K prints the current year in its first data column).

  • Revenue breakdown uses the 10-K Item 1 'consolidated premium revenue by segment' table (premium revenue only). Its total ties exactly to the Consolidated Statements of Income 'Premium revenue' line each year. The Marketplace/Medicare/Other allocation in data/financials/segment.json differs for FY2021-FY2023 because that feed reports total segment revenue (including premium tax and other revenue), not premium-only; the filing's premium-only table was used.

  • The 'Other' premium segment was first broken out as a separate line in the FY2024 10-K table (FY2024 shown as a dash / zero) and carried a $90M figure in FY2025; FY2021-FY2023 10-K tables have no 'Other' premium row.

  • FY2016-FY2020 long-term-record figures come from the standardized data feed (SEC XBRL via fiscal.ai) and are shown without page links; FY2021-FY2025 long-term rows are filing-cited. FY2016-FY2019 operating cash flow is not carried in the feed and is left blank.

  • Balance sheet 'Goodwill and intangible assets, net' is the filing's single combined line; the data feed's goodwill-only figure (e.g. $1,671M FY2024) is a component of it and is not a discrepancy.

  • Quarterly block covers Q1 FY25 through Q1 FY26 (fiscal quarters ending 2025-03-31 to 2026-03-31). Income and balance-sheet figures are printed in the 10-Qs; Q4 FY25 income is derived from the FY2025 10-K less the nine-month YTD, and single-quarter operating cash flows are derived from the printed YTD cash-flow statements. All derived operating-cash-flow quarters reconcile exactly and match data/financials/cash_flow_quarterly.json (190, -302, -125, -298, 1,082).