Fierce Healthcare December 21, 2021
Heather Landi

Global investment bank Goldman Sachs projects the pursuit of value-based care could potentially bring significant payoff for big insurers in 2022.

For the next two years, analysts Nathan Rich and Lindsay Golub estimate a potential 13% annual earnings per share growth for large-cap managed care organizations (MCOs), more than double the firm’s 6% projection for S&P EPS growth, according to a recent report.

Citing a positive outlook for the managed care space, Goldman Sachs has initiated its coverage of publicly traded U.S. health insurers, issuing “buy” ratings for five of them, including UnitedHealth and Anthem.

“The growing momentum behind value-based care (VBC) and efforts to diversify into provider services position the MCOs well to begin to bend the medical cost...

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Topics: Insurance, Payer, Payment Models, Survey / Study, Trends, Value Based
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