ELV:NYE-Elevance Health Inc (USD)

COMMON STOCK | Healthcare Plans |

Last Closing

USD 519.96

Change

+2.72 (+0.53)%

Market Cap

USD 118.47B

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)

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Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Healthcare Plans

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

N/A

USD 404.91B
CI Cigna Corp

N/A

USD 102.81B
CVS CVS Health Corp

N/A

USD 87.92B
CNC Centene Corp

N/A

USD 37.83B
HUM Humana Inc

N/A

USD 37.75B
MOH Molina Healthcare Inc

N/A

USD 22.06B
OSCR Oscar Health Inc

N/A

USD 3.68B
NEUE NeueHealth Inc

N/A

N/A

ETFs Containing ELV

HHL-U:CA Harvest Healthcare Leader.. 5.15 % 0.00 %

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HHL-B:CA Harvest Healthcare Leader.. 5.15 % 0.00 %

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FHI-B:CA CI Health Care Giants Cov.. 5.02 % 0.00 %

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CAD 0.05B
ZWHC:CA BMO Covered Call Health C.. 4.72 % 0.00 %

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CAD 0.01B
GFGF Guru Favorite Stocks ETF 3.66 % 0.00 %

N/A

USD 0.03B
WHCS:SW iShares MSCI World Health.. 3.49 % 0.00 %

N/A

USD 1.07B
AILV 3.21 % 0.00 %

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DXGE:CA Dynamic Active Global Equ.. 3.09 % 0.00 %

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CAD 0.04B
ESGI:AU VanEck MSCI International.. 2.47 % 0.00 %

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USD 0.19B
TEQI T. Rowe Price Equity Inco.. 2.47 % 0.00 %

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USD 0.16B
H41D:XETRA HSBC MSCI World Value ESG.. 2.13 % 0.00 %

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USD 0.18B
TDOC:CA TD Global Healthcare Lead.. 2.09 % 0.00 %

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CAD 0.07B
CBUI:XETRA iShares MSCI World Value .. 1.90 % 0.00 %

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USD 0.26B
KRUZ 1.88 % 0.00 %

N/A

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DFUV Dimensional US Marketwide.. 1.16 % 0.00 %

N/A

USD 10.15B
FLSP Franklin Liberty Systemat.. 0.86 % 0.00 %

N/A

USD 0.18B
IHF iShares U.S. Healthcare P.. 0.00 % 0.43 %

N/A

USD 0.82B
FHI:CA CI Health Care Giants Cov.. 0.00 % 0.75 %

N/A

CAD 0.08B
RYH 0.00 % 0.40 %

N/A

N/A
XHS SPDR® S&P Health Care Se.. 0.00 % 0.35 %

N/A

USD 0.08B
HHL:CA Harvest Healthcare Leader.. 0.00 % 1.15 %

N/A

CAD 0.33B
CBUF:XETRA iShares MSCI World Health.. 0.00 % 0.00 %

N/A

USD 1.13B

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 10.26% 57% F 78% C+
Dividend Return 0.35% 25% F 20% F
Total Return 10.61% 57% F 77% C+
Trailing 12 Months  
Capital Gain 13.98% 43% F 60% D-
Dividend Return 1.33% 25% F 17% F
Total Return 15.31% 43% F 55% F
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 -1.62% 14% F 34% F
Dividend Return -1.26% 14% F 23% F
Total Return 0.36% 25% F 9% A-
Risk Return Profile  
Volatility (Standard Deviation) 4.69% 100% F 94% A
Risk Adjusted Return -26.81% 14% F 14% F
Market Capitalization 118.47B 86% 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:
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 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.