Cigna (CI), mcap=$93bn, price $303 vs $278

Health insurer – overlooked by investors.
Cheaper (11x PE) than peers.
In an industry that benefits from the tailwind of an aging population and is largely immunized from economic cycles.
Peers $UNH, $ELV, and $HUM have long captured the imaginations of growth investors and now trade at higher valuations while offering only slightly better EPS growth.
Cigna guides to 10%-13% long-term EPS growth and has delivered 15% over the past 11 years.
Set to re-rate through its conservative guidance and beat-and-raise model.
Compounder that has trounced the S&P 500 and Nasdaq over the past decade.