Optionality

across 7 members — open each for the figure + sources

about Health

aggregate of member nodes

Aggregate of 7 member claims — each member's sourced figures are below.

the working

Basis

aggregate of member nodes

Member claims 7

This is an aggregate — its evidence is the members' own claims.

Kaiser Permanente constrained — non-profit with reserves mission-locked, no equity-capital-markets lever, …
Unitedhealth Group mixed — MLR caps the insurance core; Optum (Health/Rx/Insight) is the free M&A lever, but …
Cvs Health constrained — MLR caps the Aetna insurance core AND ~$78-80B debt + a near-frozen buyback …
Cigna mixed — MLR caps the shrinking Cigna Healthcare insurance core, but Evernorth/Express …
Elevance Health constrained — the 14-15-state Blue Cross Blue Shield license fence blocks geographic …
Humana constrained (the MOST) — ~85% government book means CMS sets the rates and Star ratings …
Hca Healthcare free (leveraged) — the FREEST capital allocator of the health nodes: for-profit, no MLR …

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A claim is one metric we assert about a node — the value is the summary, this page is the receipt. Sourced from kestrel; supersedes-history not yet shown. Back to Health.