Elevance Health, Inc. (ANTM) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Alignment Healthcare, Inc.

Elevance Health, Inc.

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The Cigna Group

Molina Healthcare, Inc.

NeueHealth, Inc.

Centene Corp.

Humana, Inc.

Oscar Health, Inc.

Interpace Biosciences, Inc.

Why is Elevance Health, Inc. ?

Strong Long Term Fundamental Strength with an average Return on Equity (ROE) of 14.83%

Poor long term growth as Operating profit has grown by an annual rate of -306.99%

Flat results in Jun 25

INTEREST(9M) At USD 1,025 MM has Grown at 27.49%
ROCE(HY) Lowest at 12.48%

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%

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 Report

Verdict Report

How 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.

-33.19%

-0.90

36.40%

S&P 500

14.9%

0.70

20.15%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

10.32%

EBIT Growth (5y)

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

Institutional Holding

95.49%

ROCE (avg)

0.14%

ROE (avg)

14.83%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.47

EV to EBIT

EV to EBITDA

39.15

EV to Capital Employed

1.52

EV to Sales

0.30

PEG Ratio

Dividend Yield

2.42%

ROCE (Latest)

ROE (Latest)

12.90%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bearish

RSI

No Signal

Bollinger Bands

Bearish

Moving Averages

Bearish (Daily)

KST

Bearish

Dow Theory

Mildly Bearish

OBV

Mildly Bullish

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

3What is working for the Company

DIVIDEND PER SHARE(HY)

Highest at USD 0

RAW MATERIAL COST(Y)

Fallen by 0% (YoY

-12What is not working for the Company

OPERATING CASH FLOW(Y)

Lowest at USD 4,290 MM

NET PROFIT(Q)

At USD 547 MM has Fallen at -60.46%

OPERATING PROFIT(Q)

Lowest at USD 581 MM

OPERATING PROFIT MARGIN(Q)

Lowest at 1.17 %

PRE-TAX PROFIT(Q)

Lowest at USD 215 MM

Here's what is working for Elevance Health, Inc.

Dividend per share

Highest at USD 0 and Grown

In each year in the last five years

MOJO Watch

Company is distributing higher dividend from profits generated

DPS (USD)

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

Depreciation

Highest at USD 406 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (USD MM)

Here's what is not working for Elevance Health, Inc.

Pre-Tax Profit

At USD 215 MM has Fallen at -87.89%

over average net sales of the previous four periods of USD 1,775.25 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (USD MM)

Net Profit

At USD 547 MM has Fallen at -60.46%

over average net sales of the previous four periods of USD 1,383.25 MM

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (USD MM)

Operating Cash Flow

Lowest at USD 4,290 MM and Fallen

In each year in the last three years

MOJO Watch

The company's cash revenues from business operations are falling

Operating Cash Flows (USD MM)

Operating Profit

Lowest at USD 581 MM

in the last five periods

MOJO Watch

Near term Operating Profit trend is negative

Operating Profit (USD MM)

Operating Profit Margin

Lowest at 1.17 %

in the last five periods

MOJO Watch

Company's profit margin has deteriorated

Operating Profit to Sales

Pre-Tax Profit

Lowest at USD 215 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (USD MM)