Professional
Added to YB: 2026-01-26
Pitch date: 2026-01-20
ELV [neutral]
Elevance Health, Inc.
-5.39%
current return
Author Info
Meditation Capital is a global long-only fund with a focus on investing in quality companies with exceptional products. Their goal is to generate high rates of return while striving to continually maintain safety of principal. Sign up for the newsletter.
Company Info
Elevance Health, Inc., together with its subsidiaries, operates as a health benefits company in the United States.
Market Cap
$76.4B
Pitch Price
$368.00
Price Target
905.00 (+160%)
Dividend
1.99%
EV/EBITDA
10.87
P/E
13.73
EV/Sales
0.50
Sector
Health Care Providers and Services
Category
value
Meditation Capital Portfolio Holding: Elevance Health, Inc.
ELV (holding update): Diversified health insurer w/ Anthem Blue Cross brand. Gov business (50%+ rev) delivers little margin today vs commercial/pharmacy segments driving earnings. Trading 13x 2026E, 7x 2030E. Margin recovery from 3.0% to 4.3% by 2030 (vs 4.7% 2019), 3% annual buybacks. 25% 4yr IRR at 15x exit multiple.
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