ScoreWhy is Elevance Health, Inc. ?
1
Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 14.83%
2
Poor long term growth as Operating profit has grown by an annual rate of -306.99%
3
Flat results in Jun 25
- INTEREST(9M) At USD 1,025 MM has Grown at 27.49%
- ROCE(HY) Lowest at 12.48%
4
With ROE of 13.90%, it has a expensive valuation with a 2.09 Price to Book Value
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -6.57%, its profits have fallen by -5.3%
5
Consistent Underperformance against the benchmark over the last 3 years
- Along with generating -6.57% returns in the last 1 year, the stock has also underperformed S&P 500 in each of the last 3 annual periods
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Elevance Health, Inc. should be less than 10%
- Overall Portfolio exposure to Healthcare Services should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Healthcare Services)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Elevance Health, Inc. for you?
Medium Risk, Low Return
Absolute
Risk Adjusted
Volatility
Elevance Health, Inc.
3.35%
-0.90
36.40%
S&P 500
25.41%
0.70
20.15%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
10.32%
EBIT Growth (5y)
0
EBIT to Interest (avg)
0.04
Debt to EBITDA (avg)
19.11
Net Debt to Equity (avg)
0.69
Sales to Capital Employed (avg)
2.55
Tax Ratio
24.32%
Dividend Payout Ratio
27.13%
Pledged Shares
0
Institutional Holding
98.40%
ROCE (avg)
0.14%
ROE (avg)
14.83%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
11
Industry P/E
Price to Book Value
1.44
EV to EBIT
NA
EV to EBITDA
38.34
EV to Capital Employed
1.48
EV to Sales
0.30
PEG Ratio
NA
Dividend Yield
2.46%
ROCE (Latest)
ROE (Latest)
12.90%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bearish
RSI
No Signal
No Signal
Bollinger Bands
Bearish
Mildly Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Bearish
Bearish
Dow Theory
Mildly Bullish
Mildly Bearish
OBV
Mildly Bullish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend7What is working for the Company
OPERATING CASH FLOW(Y)
Highest at USD 7,605 MM
DIVIDEND PER SHARE(HY)
Highest at USD 0
DIVIDEND PAYOUT RATIO(Y)
Highest at 21.49%
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
-4What is not working for the Company
ROCE(HY)
Lowest at 12.14%
INTEREST COVERAGE RATIO(Q)
Lowest at 99.16
Here's what is working for Elevance Health, Inc.
Operating Cash Flow
Highest at USD 7,605 MM and Grown
In each year in the last three yearsMOJO Watch
The company has generated higher cash revenues from business operations
Operating Cash Flows (USD MM)
Dividend per share
Highest at USD 0 and Grown
In each year in the last five yearsMOJO Watch
Company is distributing higher dividend from profits generated
DPS (USD)
Dividend Payout Ratio
Highest at 21.49%
in the last five yearsMOJO Watch
Company is distributing higher proportion of profits generated as dividend
DPR (%)
Raw Material Cost
Fallen by 0% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for Elevance Health, Inc.
Interest Coverage Ratio
Lowest at 99.16
in the last five periodsMOJO Watch
The company's ability to manage interest payments is deteriorating
Operating Profit to Interest
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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