Added to YB: 2025-01-10
Pitch date: 2025-01-09
ELV [bullish]
Elevance Health, Inc.
-18.59%
current return
Author Info
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Company Info
Elevance Health, Inc., together with its subsidiaries, operates as a health benefits company in the United States.
Market Cap
$65.6B
Pitch Price
$371.71
Price Target
N/A
Dividend
2.30%
EV/EBITDA
9.69
P/E
11.84
EV/Sales
0.45
Sector
Health Care Providers and Services
Category
value
Elevance Health, Inc. - $ELV
ELV: 2nd largest US health insurer, 46M members. Q4 Medicaid costs hit valuation, now 11.5x P/E vs 15x historical. Strong financials: 10yr rev CAGR 9.88%, EPS 13.95%. Dominant in markets (67% KY, 56% IN). $41.5B 5yr CFO, smart capital allocation. Glenn Greenberg's fund owns 1.64M shares. 53.6% share reduction since 2008.
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