ELV:NYE-Elevance Health Inc (USD)

COMMON STOCK | Healthcare Plans |

Last Closing

USD 539.99

Change

+5.36 (+1.00)%

Market Cap

USD 125.32B

Volume

0.69M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-15 )

Largest Industry Peers for Healthcare Plans

Symbol Name Price(Change) Market Cap
UNH UnitedHealth Group Incorporate..

+0.83 (+0.15%)

USD 521.40B
CNC Centene Corp

+1.16 (+1.91%)

USD 32.42B
MOH Molina Healthcare Inc

+1.06 (+0.33%)

USD 18.62B
OSCR Oscar Health Inc

+1.11 (+6.97%)

USD 3.86B
NEUE NeueHealth Inc

+0.06 (+1.20%)

USD 0.05B
CI Cigna Corp

+4.66 (+1.51%)

N/A
CVS CVS Health Corp

+0.14 (+0.25%)

N/A
HUM Humana Inc

+8.55 (+3.32%)

N/A

ETFs Containing ELV

ZWHC:CA BMO Covered Call Health C.. 4.88 % 0.00 %

-0.20 (-0.66%)

N/A
WHCS:SW iShares MSCI World Health.. 3.67 % 0.00 %

N/A

N/A
CBUF:F iShares V Public Limited .. 3.37 % 0.00 %

-0.08 (-0.66%)

N/A
AILV 3.21 % 0.00 %

N/A

N/A
CBUF:XETRA iShares MSCI World Health.. 2.88 % 0.00 %

-0.09 (-0.66%)

USD 1.13B
WELG:XETRA Amundi S&P Global Health .. 2.53 % 0.00 %

-0.14 (-0.66%)

N/A
WELS:XETRA Amundi S&P Global Health .. 2.53 % 0.00 %

-0.14 (-0.66%)

N/A
ESGI:AU VanEck MSCI International.. 2.46 % 0.00 %

-0.04 (-0.66%)

USD 0.19B
TEQI T. Rowe Price Equity Inco.. 2.30 % 0.00 %

+0.01 (+-0.66%)

USD 0.25B
H41D:XETRA HSBC MSCI World Value ESG.. 2.16 % 0.00 %

-0.15 (-0.66%)

N/A
PYF-B:CA Purpose Fund Corp. - Purp.. 0.64 % 0.00 %

N/A

N/A
PYF-U:CA Purpose Fund Corp. - Purp.. 0.64 % 0.00 %

N/A

N/A
IHF iShares U.S. Healthcare P.. 0.00 % 0.43 %

-0.13 (-0.66%)

N/A
RYH 0.00 % 0.40 %

N/A

N/A
PBI-B:CA Purpose Fund Corp. - Purp.. 0.00 % 0.00 %

+0.46 (+-0.66%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Healthcare Plans) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 14.51% 75% C 83% B
Dividend Return 0.35% 40% F 18% F
Total Return 14.86% 75% C 82% B
Trailing 12 Months  
Capital Gain 17.46% 75% C 64% D
Dividend Return 1.32% 40% F 17% F
Total Return 18.78% 75% C 60% D-
Trailing 5 Years  
Capital Gain N/A N/A N/A N/A N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return N/A N/A N/A N/A N/A
Average Annual (5 Year Horizon)  
Capital Gain -0.70% 13% F 36% F
Dividend Return -0.27% 13% F 25% F
Total Return 0.43% 20% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 5.91% 100% F 91% A-
Risk Adjusted Return -4.62% 13% F 24% F
Market Capitalization 125.32B 88% B+ 98% N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Low Dividend Growth

This stock has shown below median dividend growth in the previous 5 years compared to its sector.