ducovest

ELV:NYE-Elevance Health Inc (USD)

COMMON STOCK | Healthcare Plans |

Last Closing

USD 539.86

Change

+1.86 (+0.35)%

Market Cap

USD 125.09B

Volume

1.68M

Analyst Target

N/A
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Elevance Health, Inc., together with its subsidiaries, operates as a health benefits company in the United States. The company operates through four segments: Health Benefits, CarelonRx, Carelon Services, and Corporate & Other. It offers a variety of health plans and services to program members; health products; an array of fee-based administrative managed care services; and specialty and other insurance products and services, such as stop loss, dental, vision, life, disability, and supplemental health insurance benefits. The company operates in the pharmacy services business; and markets and offers pharmacy services, including pharmacy benefit management, as well as home delivery and specialty pharmacies, claims adjudication, formulary management, pharmacy networks, rebate administration, a prescription drug database, and member services. In addition, it provides healthcare-related services and capabilities, including utilization management, behavioral health, integrated care delivery, palliative care, payment integrity services, subrogation services, and health and wellness programs, as well as services related to data management, information technology, and business operations. Further, the company is involved in the National Government Services business. The company provides its services under the Anthem Blue Cross and Blue Shield, Wellpoint, and Carelon brand names. The company was formerly known as Anthem, Inc. and changed its name to Elevance Health, Inc. in June 2022. Elevance Health, Inc. was incorporated in 2001 and is headquartered in Indianapolis, Indiana.

Company Website : https://www.elevancehealth.com

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-20 )

Largest Industry Peers for Healthcare Plans

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

-2.07 (-0.36%)

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CNC Centene Corp

-0.02 (-0.03%)

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MOH Molina Healthcare Inc

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OSCR Oscar Health Inc

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NEUE NeueHealth Inc

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CI Cigna Corp

-1.12 (-0.31%)

 N/A
CVS CVS Health Corp

-0.89 (-1.52%)

 N/A
HUM Humana Inc

-1.59 (-0.51%)

 N/A

ETFs Containing ELV

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

-0.16 (-1.27%)

 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 %

-0.10 (-1.27%)

 N/A
PBI:CA Purpose Best Ideas 3.29 % 0.79 %

N/A

 CAD 0.01B
AILV 3.21 % 0.00 %

N/A

 N/A
ESGI:AU VanEck MSCI International.. 2.62 % 0.00 %

+0.24 (+-1.27%)

 USD 0.19B
WELG:XETRA Amundi S&P Global Health .. 2.53 % 0.00 %

-0.07 (-1.27%)

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

-0.05 (-1.27%)

 N/A
UPVLE:SW UBS (Irl) ETF plc - Facto.. 2.21 % 0.00 %

N/A

 USD 0.02B
UPVLD:SW UBS (Irl) ETF plc - Facto.. 2.21 % 0.00 %

-0.06 (-1.27%)

 USD 0.17B
UPVLH:SW UBS (Irl) ETF plc - Facto.. 2.21 % 0.00 %

N/A

 USD 8.19M
H41D:XETRA HSBC MSCI World Value ESG.. 2.16 % 0.00 %

-0.20 (-1.27%)

 N/A
HWVS:LSE HSBC MSCI World Value ESG.. 2.11 % 0.00 %

-0.20 (-1.27%)

 USD 0.22B
XWEB:XETRA Xtrackers MSCI World Mini.. 1.61 % 0.00 %

-0.07 (-1.27%)

 USD 0.02B
WCEO Hypatia Women Ceo ETF 1.05 % 0.00 %

-0.30 (-1.27%)

 USD 3.52M
IHF iShares U.S. Healthcare P.. 0.00 % 0.43 %

-0.20 (-1.27%)

 N/A
HHL-U:CA Harvest Healthcare Leader.. 0.00 % 0.00 %

-0.04 (-1.27%)

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

N/A

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

N/A

 N/A
RYH 0.00 % 0.40 %

N/A

 N/A
UC96:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

-22.50 (-1.27%)

 USD 0.17B
UPVL:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

-14.00 (-1.27%)

 USD 8.30M
XSD2:LSE db x-trackers ShortDAX x2.. 0.00 % 0.00 %

+2.02 (+-1.27%)

 USD 0.14B
DBPD:XETRA Xtrackers ShortDAX x2 Dai.. 0.00 % 0.00 %

+0.03 (+-1.27%)

 USD 0.13B
UBUS:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

-0.25 (-1.27%)

 USD 0.49B
UBUW:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

-0.24 (-1.27%)

 USD 0.05B
PBI-B:CA Purpose Fund Corp. - Purp.. 0.00 % 0.00 %

N/A

 N/A
TEQI T. Rowe Price Equity Inco.. 0.00 % 0.00 %

-0.14 (-1.27%)

 USD 0.22B
CBUF:XETRA iShares MSCI World Health.. 0.00 % 0.00 %

-0.07 (-1.27%)

 USD 1.13B
HHL-B:CA Harvest Healthcare Leader.. 0.00 % 0.00 %

-0.03 (-1.27%)

 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 14.48% 75% C 70% C-
Dividend Return 1.04% 40% F 25% F
Total Return 15.52% 75% C 67% D+
Trailing 12 Months  
Capital Gain 20.75% 75% C 64% D
Dividend Return 1.42% 40% F 22% F
Total Return 22.17% 75% C 59% 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 2.14% 13% F 47% F
Dividend Return 2.70% 13% F 39% F
Total Return 0.56% 20% F 13% F
Risk Return Profile  
Volatility (Standard Deviation) 9.05% 100% F 80% B-
Risk Adjusted Return 29.82% 63% D 48% F
Market Capitalization 125.09B 83% B 99% 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 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.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

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:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

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.

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.