Express Scripts Holding

Courtesy of Express Scripts Holding
  • Previous Rank
    22
  • Revenues ($M)
    100288
  • Revenue Percent Change
    -1.4
  • Profits ($M)
    3404.4
  • Profits Percent Change
    37.5
  • Assets ($M)
    51745
  • Employees
    25600
  • Market Value — as of March 31, 2017 ($M)
    39567

Over the past decade, Express Scripts has become the largest pharmacy benefit manager in the U.S. as the industry has consolidated. The company processes more than 1.5 billion claims every year. The question now is if it can compete using its unique stand-alone business model with rivals like CVS Health that pursue a multi-pronged approach. Express Scripts has benefited from the wave of newly insured patients as a result of the Affordable Care Act and has significantly expanded its profit margins over the past six years. The company's simmering contract dispute with insurance giant Anthem, its largest customer and 18% of its revenue, was an undercurrent to 2016; the companies severed ties in April 2017, sending Express Scripts' stock plummeting. The move leaves the company to find a way forward as it still covers 65 million people and processes about 1 billion prescriptions a year.

Company Info

CEOTimothy C. Wentworth
CEO TitlePresident, Chief Executive Officer & Director
SectorHealth Care
IndustryHealth Care: Pharmacy and Other Services
HQ LocationSt. Louis, MO
Websitewww.express-scripts.com
Years on Fortune 500 List18
Employees25,600

Key Financials (Last Fiscal Year)

Revenues ($M)$100,288
Profits ($M)$3,404.4
Assets ($M)$51,745
Total Stockholder Equity ($M)$16,236
Market Value — as of March 31, 2017 ($M)$39,567

Profit Ratios

Profit as % of Revenues3.4%
Profits as % of Assets6.6%
Profits as % of Stockholder Equity21%

Earnings Per Share (Last Fiscal Year)

Earnings Per Share ($)5
EPS % Change (from 2015)51.4%
EPS % Change (5 year annual rate)16.3%
EPS % Change (10 year annual rate)20.5%

Total Return

Total Return to Investors (2016)-21.3%
Total Return to Investors (5 year, annualized)9%
Total Return to Investors (10 year, annualized)14.4%