3 US Defensive Stocks With Strong Margins And Essential Healthcare Demand

Simply Wall St.06-22

Markets are watching the Supreme Court and the Federal Reserve almost as closely as earnings reports right now, as questions over central bank independence and possible political pressure on monetary ...

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When trust in the Fed is in focus, many investors look again at large U.S. defensive stocks that may offer relatively steadier business profiles if volatility picks up. This article explains how that backdrop could influence your positioning and...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","BK4154":"管理型保健护理","XBI":"SPDR S&P Biotech ETF","MOH":"Molina Healthcare Inc","BK4137":"综合支持服务","CHNG":"Change Healthcare Inc.","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","SWAV":"Shockwave Medical Inc .","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","LU0029874061.USD":"TEMPLETON GLOBAL SMALLER COMPANIES \"A\" YDIS INC","LABU":"三倍做多标普生物-Direxion","BK4585":"ETF&股票定投概念","XLV":"健康照护类股ETF-SPDR","BK7104":"黄金","SG9999014039.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) INC","MOH.AU":"MOHO RESOURCES LTD","SG9999014021.USD":"UNITED GLOBAL DURABLE EQUITIES (USDHDG) ACC","SG9999014005.SGD":"United Global Durable Equities Fund Acc SGD","BK4082":"医疗保健设备","BK4167":"医疗保健技术","SG9999014013.SGD":"United Global Durable Equities Fund Dis SGD","HCSG":"Healthcare Svcs Group Inc","LU0128526141.USD":"TEMPLETON GLOBAL SMALLER COMPANIES \"A\" ACC","BK4588":"碎股"},"translate_title":"3只利润率强劲且具有基本医疗保健需求的美国防御性股票","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XLV":1.5,"XBI":0.6,"LABU":0.6,"CHNG":1,"SWAV":1,"HCSG":1.5,"MOH":1,"MOH.AU":1},"content_text":"Markets are watching the Supreme Court and the Federal Reserve almost as closely as earnings reports right now, as questions over central bank independence and possible political pressure on monetary policy add a fresh layer of risk for portfolios. When trust in the Fed is in focus, many investors look again at large U.S. defensive stocks that may offer relatively steadier business profiles if volatility picks up. This article explains how that backdrop could influence your positioning and walks through 3 stocks from our U.S. Large Cap Defensive Stocks screener that appear positively exposed to this news driven theme. AdvertisementShockwave Medical (SWAV) Overview: Shockwave Medical develops and sells medical devices that use intravascular lithotripsy to break up calcified plaque inside blood vessels and heart valves, helping interventional cardiologists and vascular specialists treat peripheral artery disease, coronary artery disease and certain heart valve conditions. Operations: Shockwave Medical generates about US$788 million in revenue from surgical and medical equipment, with roughly US$625 million from the United States, US$88 million from Europe and US$75 million from other countries. Market Cap: US$12.6b Shockwave Medical sits squarely in the kind of healthcare exposure investors often look for when Fed independence is being debated, with a focused IVL product portfolio that targets complex vascular and heart valve cases where clinical data and adoption updates matter more than short term macro swings. Forecast earnings and revenue growth ahead of the wider market, high margins and strong return on equity point to a quality business, although the very high P/E multiple and recent decline in earnings growth highlight valuation and execution risks that cannot be ignored. In addition, prior shareholder dilution and funding structure considerations present a business that may appear attractive on fundamentals but still leaves key questions open for anyone weighing it against other defensive large caps. Shockwave Medical’s high margins and strong return on equity set the scene for a quality story, but the very high P/E and growth questions make the 1 key reward and 2 important warning signs feel like the missing plot twist investors overlook. NasdaqGS:SWAV P/E Ratio as at Jun 2026 Change Healthcare (CHNG) Overview: Change Healthcare runs software, data, and payment networks that connect U.S. hospitals, doctors, pharmacies, insurers, and government health programs, helping them manage claims, billing, eligibility checks, clinical decisions, and patient engagement more efficiently. Market Cap: US$9.0b Change Healthcare sits squarely in the sort of healthcare IT and payments infrastructure that many investors look at when markets start to worry about Federal Reserve independence, because its services are tied to essential insurance and clinical workflows rather than discretionary spending. The stock screens as good value on some metrics while still being unprofitable, with losses increasing over the past 5 years and earnings only expected to turn positive over the next few years. As an investor you are balancing potential upside against clear execution and funding risks. Heavy reliance on external borrowing, past shareholder dilution and regulatory scrutiny around health data and billing add further complexity that deserves a closer look before deciding how it fits alongside other defensive large caps. Change Healthcare’s losses and funding risks are only half the story, with its core networks tied to essential U.S. healthcare workflows in a way many investors may be overlooking, so the 2 key rewards and 1 important warning sign could surface the twist that reshapes how you see the stock. NasdaqGS:CHNG Earnings & Revenue History as at Jun 2026 Molina Healthcare (MOH) Overview: Molina Healthcare provides managed healthcare plans to low income individuals and families in the United States through Medicaid, Medicare, and Affordable Care Act marketplace products, focusing on government sponsored programs rather than employer plans. Operations: Molina Healthcare generates most of its US$43.1b in revenue in the United States, with about US$32.0b from Medicaid, US$6.3b from Medicare, US$4.2b from Marketplace plans, and US$155m from other sources. Market Cap: US$10.2b Molina Healthcare sits at the center of U.S. government backed healthcare, which many investors turn to when worries about Federal Reserve independence and potential volatility push them toward more defensive sectors. The company has meaningful earnings growth forecasts and fresh contract wins, such as the new Illinois Medicaid award. However, recent pressure on net margins to 0.4%, a one off US$96.0m loss, and heavy use of external borrowings indicate that execution on medical costs and funding is crucial. Combined with a relatively high P/E against sector averages and significant insider selling, this creates a picture in which policy stability and contract momentum may be appealing, while the key issue remains how these risks are managed over the coming years. Molina Healthcare’s contract momentum and tiny 0.4% net margin suggest earnings could be more finely balanced than they appear. The 2 key rewards and 3 important warning signs might reveal what is really driving that trade off between growth and risk NYSE:MOH Revenue & Expenses Breakdown as at Jun 2026 The three stocks covered here are just a starting point, with the full U.S. Large Cap Defensive Stocks screener surfacing 8 more large U.S. companies that pair defensive sectors with equally compelling narratives around cash flows, balance sheets, and earnings quality. Use Simply Wall St to identify and analyze the exact catalysts that matter to you so you can filter by the factors discussed here and focus on the highest conviction defensive ideas in one place. Take Control of Your Investment Journey  If Change Healthcare or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point.\n            Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates.\n            Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives.\n            By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.\n         Seeking Alternatives Before Others Catch On? Fresh ideas tend to move first when momentum builds, and the most attractive entry points can disappear before the broader market takes notice. Review these curated themes while they may still be less crowded and consider positioning early.  Identify resilient companies before they attract wider institutional attention by reviewing a curated 66 resilient stocks with low risk scores that focuses on businesses with comparatively sturdier risk profiles and balance sheets. Explore long-term spending patterns in smarter infrastructure by using the hand-picked 34 power grid technology and infrastructure stocks to find companies connected to grid improvements and modernization. Follow the expansion of intelligent automation by using the focused 31 robotics and automation stocks featuring companies associated with robotics and efficiency-oriented hardware and software.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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