Healthcare
Pharma, biotech, medical devices, healthcare services. Defensive demand (people get sick in any economy) but mixed quality — patent cliffs, regulatory exposure, and political pricing risk dominate.
What drives this sector
- Patent expirations are scheduled value destruction
- FDA process is binary risk
- Aging demographics support secular growth
- Pricing power varies wildly by sub-sector
Top stocks ranked by Buffett-fit
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).
- 1
MRKMerck & Co., Inc.280.7Bmcap0Q - 2
UPBUpstream Bio, Inc.507Mmcap0Q - 3
AGIOAgios Pharmaceuticals, Inc.1.6Bmcap0Q - 4
ELANElanco Animal Health Incorporated11.2Bmcap0Q - 5
TMOThermo Fisher Scientific Inc.173.1Bmcap0Q - 6
ALVOAlvotech1.1Bmcap0Q - 7
PHVSPharvaris N.V.2.0Bmcap0Q - 8
PFEPfizer Inc.150.5Bmcap0Q - 9
AZNAstraZeneca PLC285.9Bmcap0Q - 10
KODKodiak Sciences Inc.2.2Bmcap0Q - 11
TRVITrevi Therapeutics, Inc.2.0Bmcap0Q - 12
OCSOculis Holding AG1.6Bmcap0Q - 13
BCRXBioCryst Pharmaceuticals, Inc.1.9Bmcap0Q - 14
ACHCAcadia Healthcare Company, Inc.2.5Bmcap0Q - 15
AMGNAmgen Inc.175.6Bmcap0Q - 16
ISRGIntuitive Surgical, Inc.161.7Bmcap0Q - 17
ABTAbbott Laboratories155.2Bmcap0Q - 18
BMYBristol-Myers Squibb Company117.0Bmcap0Q - 19
MDTMedtronic plc101.8Bmcap0Q - 20
HCAHCA Healthcare, Inc.94.9Bmcap0Q - 21
ELVElevance Health Inc.80.7Bmcap0Q - 22
GMABGenmab A/S16.5Bmcap0Q - 23
RDYDr. Reddy's Laboratories Limited11.1Bmcap0Q - 24
ALCAlcon Inc.36.4Bmcap0Q - 25
CAHCardinal Health, Inc.46.6Bmcap0Q - 26
ARGXargenx SE49.5Bmcap0Q - 27
EWEdwards Lifesciences Corporation48.7Bmcap0Q - 28
IQVIQVIA Holdings Inc.27.3Bmcap0Q - 29
VEEVVeeva Systems Inc.28.5Bmcap0Q - 30
CRLCharles River Laboratories International, Inc.8.5Bmcap0Q - 31
GEHCGE HealthCare Technologies Inc.28.1Bmcap0Q - 32
MLTXMoonLake Immunotherapeutics1.3Bmcap0Q - 33
CAPRCapricor Therapeutics, Inc.1.5Bmcap0Q - 34
PVLAPalvella Therapeutics, Inc.1.5Bmcap0Q - 35
MDGLMadrigal Pharmaceuticals, Inc.11.9Bmcap0Q - 36
TECHBio-Techne Corporation8.6Bmcap0Q - 37
MOHMolina Healthcare, Inc.10.2Bmcap0Q - 38
BTSGUBrightSpring Health Services, Inc. Tangible Equity Unit34.3Bmcap0Q - 39
CNCCentene Corporation26.4Bmcap0Q - 40
LHLabcorp Holdings Inc.20.8Bmcap0Q - 41
UTHRUnited Therapeutics Corporation25.5Bmcap0Q - 42
RPRXRoyalty Pharma plc21.5Bmcap0Q - 43
MEDPMedpace Holdings, Inc.11.9Bmcap0Q - 44
IONSIonis Pharmaceuticals, Inc.12.5Bmcap0Q - 45
SMMTSummit Therapeutics Inc.13.2Bmcap0Q - 46
ALGNAlign Technology, Inc.12.3Bmcap0Q - 47
HSTMHealthStream, Inc.623Mmcap0Q - 48
JAZZJazz Pharmaceuticals plc13.1Bmcap0Q - 49
NBTXNanobiotix S.A.1.5Bmcap0Q - 50
HSICHenry Schein, Inc.8.3Bmcap0Q
Screen all stocks in sector
These are the top names in this sector by our composite quality score (ROIC, margin stability, balance-sheet strength, growth quality).