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 -16.65%, its profits have fallen by -5.3%
5
Consistent Underperformance against the benchmark over the last 3 years
- Along with generating -16.65% 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.
-16.65%
-1.05
36.16%
S&P 500
13.22%
0.65
20.20%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
10.87%
EBIT Growth (5y)
-306.99%
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
25.39%
Pledged Shares
0
Institutional Holding
95.20%
ROCE (avg)
0.14%
ROE (avg)
14.83%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
15
Industry P/E
Price to Book Value
2.09
EV to EBIT
NA
EV to EBITDA
59.39
EV to Capital Employed
2.19
EV to Sales
0.47
PEG Ratio
NA
Dividend Yield
179.04%
ROCE (Latest)
ROE (Latest)
13.90%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Bearish
RSI
No Signal
Bullish
Bollinger Bands
Bullish
Mildly Bearish
Moving Averages
Mildly Bearish (Daily)
KST
Bullish
Bearish
Dow Theory
Mildly Bullish
Mildly Bullish
OBV
No Trend
Mildly Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend6What is working for the Company
DIVIDEND PER SHARE(HY)
Highest at USD 0
NET SALES(Q)
Highest at USD 49,776 MM
DIVIDEND PAYOUT RATIO(Y)
Highest at 22.15%
RAW MATERIAL COST(Y)
Fallen by 0% (YoY
-4What is not working for the Company
INTEREST(9M)
At USD 1,025 MM has Grown at 27.49%
ROCE(HY)
Lowest at 12.48%
Here's what is working for Elevance Health, Inc.
Net Sales
Highest at USD 49,776 MM and Grown
In each period in the last five periodsMOJO Watch
Near term sales trend is very positive
Net Sales (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 22.15%
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
At USD 1,025 MM has Grown at 27.49%
over previous Semi-Annual periodMOJO Watch
Rising interest cost signifies increased borrowings
Interest Paid (USD MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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