ELV:NYE-Elevance Health Inc (USD)

COMMON STOCK | Healthcare Plans |

Last Closing

USD 537.26

Change

0.00 (0.00)%

Market Cap

USD 123.51B

Volume

0.70M

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: 2024-04-27 )

Largest Industry Peers for Healthcare Plans

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

-1.07 (-0.21%)

USD 471.98B
CI Cigna Corp

+0.75 (+0.22%)

USD 99.70B
CVS CVS Health Corp

+0.65 (+1.16%)

USD 87.92B
CNC Centene Corp

-0.64 (-0.82%)

USD 41.51B
HUM Humana Inc

+3.99 (+1.19%)

USD 39.06B
MOH Molina Healthcare Inc

-2.25 (-0.63%)

USD 20.77B
OSCR Oscar Health Inc

+0.31 (+1.43%)

USD 5.13B
NEUE NeueHealth Inc

-0.09 (-1.46%)

N/A

ETFs Containing ELV

FHI-B:CA CI Health Care Giants Cov.. 5.43 % 0.00 %

N/A

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

N/A

CAD 0.01B
CBUF:XETRA iShares MSCI World Health.. 3.80 % 0.00 %

-0.01 (0.11%)

USD 1.13B
GFGF Guru Favorite Stocks ETF 3.77 % 0.00 %

-0.12 (0.11%)

USD 0.03B
WHCS:SW iShares MSCI World Health.. 3.54 % 0.00 %

N/A

USD 0.84B
PBI:CA Purpose Best Ideas 3.48 % 0.79 %

N/A

CAD 0.01B
AILV 3.21 % 0.00 %

N/A

N/A
DXGE:CA Dynamic Active Global Equ.. 3.09 % 0.00 %

+0.13 (+0.11%)

CAD 0.04B
ESGI:AU VanEck MSCI International.. 2.65 % 0.00 %

+0.15 (+0.11%)

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

-0.02 (0.11%)

USD 0.17B
UBUS:F UBS (Irl) ETF Public Limi.. 2.36 % 0.00 %

+0.04 (+0.11%)

USD 0.32B
UBUW:F UBS (Irl) ETF Public Limi.. 2.36 % 0.00 %

+0.07 (+0.11%)

USD 0.02B
UBUS:XETRA UBS (Irl) ETF plc - Facto.. 2.36 % 0.00 %

-0.01 (0.11%)

USD 0.49B
UBUW:XETRA UBS (Irl) ETF plc - Facto.. 2.36 % 0.00 %

+0.07 (+0.11%)

USD 0.05B
UC96:LSE UBS (Irl) ETF plc - Facto.. 2.33 % 0.00 %

-2.00 (0.11%)

USD 0.32B
TDOC:CA TD Global Healthcare Lead.. 2.28 % 0.00 %

+0.05 (+0.11%)

CAD 0.08B
HWVS:LSE HSBC MSCI World Value ESG.. 2.19 % 0.00 %

+0.02 (+0.11%)

USD 0.18B
XHS SPDR® S&P Health Care Se.. 2.14 % 0.35 %

+0.62 (+0.11%)

USD 0.08B
H41D:XETRA HSBC MSCI World Value ESG.. 2.06 % 0.00 %

+0.05 (+0.11%)

USD 0.18B
QUVU 2.04 % 0.00 %

N/A

N/A
CBUI:XETRA iShares MSCI World Value .. 2.02 % 0.00 %

+0.01 (+0.11%)

USD 0.26B
SRHQ Elevation Series Trust - .. 1.76 % 0.00 %

-0.04 (0.11%)

USD 0.14B
RSPH Invesco S&P 500® Equal.. 1.75 % 0.00 %

-0.03 (0.11%)

USD 1.02B
KRUZ 1.52 % 0.00 %

N/A

N/A
ZUH:CA BMO Equal Weight US Healt.. 1.50 % 0.39 %

-0.03 (0.11%)

CAD 0.30B
DFUV Dimensional US Marketwide.. 1.18 % 0.00 %

-0.04 (0.11%)

USD 10.54B
FLSP Franklin Liberty Systemat.. 0.90 % 0.00 %

+0.07 (+0.11%)

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

+0.01 (+0.11%)

USD 0.78B
FHI:CA CI Health Care Giants Cov.. 0.00 % 0.75 %

N/A

CAD 0.09B
RYH 0.00 % 0.40 %

N/A

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 13.93% 75% C 88% B+
Dividend Return 0.35% 40% F 19% F
Total Return 14.28% 75% C 88% B+
Trailing 12 Months  
Capital Gain 14.64% 63% D 68% D+
Dividend Return 1.30% 40% F 16% F
Total Return 15.94% 75% C 65% 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 -1.03% 13% F 35% F
Dividend Return -0.62% 13% F 25% F
Total Return 0.41% 20% F 10% F
Risk Return Profile  
Volatility (Standard Deviation) 5.46% 100% F 92% A
Risk Adjusted Return -11.30% 13% F 20% F
Market Capitalization 123.51B 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:
Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

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 Revenue Growth

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

Low Dividend Growth

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