ELEVANCE HEALTH INC (1ANTM.MI) Stock Fundamental Analysis
BIT:1ANTM - US0367521038 - Common Stock
246 EUR
+5.4 (+2.24%)
Overall 1ANTM gets a fundamental rating of 5 out of 10. We evaluated 1ANTM against 28 industry peers in the Health Care Providers & Services industry. 1ANTM has a medium profitability rating, but doesn't score so well on its financial health evaluation. 1ANTM is not valued too expensively and it also shows a decent growth rate.
1. Profitability
1.1 Basic Checks
1ANTM had positive earnings in the past year.
1ANTM had a positive operating cash flow in the past year.
In the past 5 years 1ANTM has always been profitable.
In the past 5 years 1ANTM always reported a positive cash flow from operatings.
1.2 Ratios
Looking at the Return On Assets, with a value of 4.40%, 1ANTM is in the better half of the industry, outperforming 74.07% of the companies in the same industry.
1ANTM's Return On Equity of 12.26% is fine compared to the rest of the industry. 1ANTM outperforms 70.37% of its industry peers.
With a decent Return On Invested Capital value of 5.90%, 1ANTM is doing good in the industry, outperforming 62.96% of the companies in the same industry.
The Average Return On Invested Capital over the past 3 years for 1ANTM is in line with the industry average of 6.48%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.4% | ||
| ROE | 12.26% | ||
| ROIC | 5.9% |
ROA(3y)5.45%
ROA(5y)5.58%
ROE(3y)15.32%
ROE(5y)15.33%
ROIC(3y)6.9%
ROIC(5y)7.19%
1.3 Margins
With a Profit Margin value of 2.83%, 1ANTM perfoms like the industry average, outperforming 59.26% of the companies in the same industry.
In the last couple of years the Profit Margin of 1ANTM has declined.
1ANTM's Operating Margin of 4.60% is in line compared to the rest of the industry. 1ANTM outperforms 48.15% of its industry peers.
In the last couple of years the Operating Margin of 1ANTM has declined.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 4.6% | ||
| PM (TTM) | 2.83% | ||
| GM | N/A |
OM growth 3Y-7.78%
OM growth 5Y-4.45%
PM growth 3Y-8.42%
PM growth 5Y-6.01%
GM growth 3YN/A
GM growth 5YN/A
2. Health
2.1 Basic Checks
1ANTM has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
The number of shares outstanding for 1ANTM has been reduced compared to 1 year ago.
Compared to 5 years ago, 1ANTM has less shares outstanding
Compared to 1 year ago, 1ANTM has a worse debt to assets ratio.
2.2 Solvency
1ANTM has a debt to FCF ratio of 5.70. This is a neutral value as 1ANTM would need 5.70 years to pay back of all of its debts.
1ANTM has a Debt to FCF ratio of 5.70. This is in the better half of the industry: 1ANTM outperforms 74.07% of its industry peers.
A Debt/Equity ratio of 0.65 indicates that 1ANTM is somewhat dependend on debt financing.
Looking at the Debt to Equity ratio, with a value of 0.65, 1ANTM is in the better half of the industry, outperforming 70.37% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.65 | ||
| Debt/FCF | 5.7 | ||
| Altman-Z | N/A |
ROIC/WACC0.78
WACC7.59%
2.3 Liquidity
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | N/A | ||
| Quick Ratio | N/A |
3. Growth
3.1 Past
The earnings per share for 1ANTM have decreased by -6.64% in the last year.
The Earnings Per Share has been growing by 11.17% on average over the past years. This is quite good.
1ANTM shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 10.21%.
1ANTM shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 11.14% yearly.
EPS 1Y (TTM)-6.64%
EPS 3Y8.28%
EPS 5Y11.17%
EPS Q2Q%-12.65%
Revenue 1Y (TTM)10.21%
Revenue growth 3Y8.44%
Revenue growth 5Y11.14%
Sales Q2Q%14.34%
3.2 Future
The Earnings Per Share is expected to grow by 12.57% on average over the next years. This is quite good.
1ANTM is expected to show quite a strong growth in Revenue. In the coming years, the Revenue will grow by 8.96% yearly.
EPS Next Y5.39%
EPS Next 2Y9.72%
EPS Next 3Y11.61%
EPS Next 5Y12.57%
Revenue Next Year12.17%
Revenue Next 2Y8.92%
Revenue Next 3Y8.04%
Revenue Next 5Y8.96%
3.3 Evolution
The EPS growth rate is stable: in the next years the growth will be about the same than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is stable.
4. Valuation
4.1 Price/Earnings Ratio
The Price/Earnings ratio is 8.50, which indicates a very decent valuation of 1ANTM.
Compared to the rest of the industry, the Price/Earnings ratio of 1ANTM indicates a rather cheap valuation: 1ANTM is cheaper than 92.59% of the companies listed in the same industry.
Compared to an average S&P500 Price/Earnings ratio of 27.06, 1ANTM is valued rather cheaply.
The Price/Forward Earnings ratio is 7.07, which indicates a rather cheap valuation of 1ANTM.
Based on the Price/Forward Earnings ratio, 1ANTM is valued cheaply inside the industry as 92.59% of the companies are valued more expensively.
1ANTM's Price/Forward Earnings ratio indicates a rather cheap valuation when compared to the S&P500 average which is at 22.69.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.5 | ||
| Fwd PE | 7.07 |
4.2 Price Multiples
The rest of the industry has a similar Enterprise Value to EBITDA ratio as 1ANTM.
Compared to the rest of the industry, the Price/Free Cash Flow ratio of 1ANTM is on the same level as its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 11.94 | ||
| EV/EBITDA | 8.29 |
4.3 Compensation for Growth
The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
PEG (NY)1.58
PEG (5Y)0.76
EPS Next 2Y9.72%
EPS Next 3Y11.61%
5. Dividend
5.1 Amount
With a Yearly Dividend Yield of 2.42%, 1ANTM has a reasonable but not impressive dividend return.
1ANTM's Dividend Yield is a higher than the industry average which is at 2.70.
Compared to an average S&P500 Dividend Yield of 2.32, 1ANTM has a dividend comparable with the average S&P500 company.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.42% |
5.2 History
The dividend of 1ANTM is nicely growing with an annual growth rate of 15.34%!
Dividend Growth(5Y)15.34%
Div Incr YearsN/A
Div Non Decr YearsN/A
5.3 Sustainability
28.40% of the earnings are spent on dividend by 1ANTM. This is a low number and sustainable payout ratio.
1ANTM's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP28.4%
EPS Next 2Y9.72%
EPS Next 3Y11.61%
BIT:1ANTM (7/25/2025, 7:00:00 PM)
246
+5.4 (+2.24%)
Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupHealth Care Equipment & Services
GICS IndustryHealth Care Providers & Services
Earnings (Last)
Earnings (Next)
Inst Owners92.69%
Inst Owner ChangeN/A
Ins Owners0.13%
Ins Owner ChangeN/A
Market Cap55.39B
Analysts79.29
Price Target419.89 (70.69%)
Short Float %N/A
Short RatioN/A
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 2.42% |
Yearly Dividend5.74
Dividend Growth(5Y)15.34%
DP28.4%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)1
Avg EPS beat(2)0.93%
Min EPS beat(2)-2.26%
Max EPS beat(2)4.12%
EPS beat(4)2
Avg EPS beat(4)-3.04%
Min EPS beat(4)-14.2%
Max EPS beat(4)4.12%
EPS beat(8)5
Avg EPS beat(8)-1%
EPS beat(12)8
Avg EPS beat(12)-0.08%
EPS beat(16)11
Avg EPS beat(16)0.72%
Revenue beat(2)2
Avg Revenue beat(2)2.87%
Min Revenue beat(2)1.45%
Max Revenue beat(2)4.3%
Revenue beat(4)3
Avg Revenue beat(4)1.78%
Min Revenue beat(4)-0.71%
Max Revenue beat(4)4.3%
Revenue beat(8)4
Avg Revenue beat(8)0.68%
Revenue beat(12)7
Avg Revenue beat(12)1.06%
Revenue beat(16)10
Avg Revenue beat(16)0.86%
PT rev (1m)-13.09%
PT rev (3m)-13.09%
EPS NQ rev (1m)-42.57%
EPS NQ rev (3m)-42.57%
EPS NY rev (1m)0.54%
EPS NY rev (3m)0.54%
Revenue NQ rev (1m)0.5%
Revenue NQ rev (3m)0.5%
Revenue NY rev (1m)1.8%
Revenue NY rev (3m)1.8%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 8.5 | ||
| Fwd PE | 7.07 | ||
| P/S | 0.33 | ||
| P/FCF | 11.94 | ||
| P/OCF | 9.86 | ||
| P/B | 1.44 | ||
| P/tB | 16.35 | ||
| EV/EBITDA | 8.29 |
EPS(TTM)28.95
EY11.77%
EPS(NY)34.8
Fwd EY14.15%
FCF(TTM)20.61
FCFY8.38%
OCF(TTM)24.96
OCFY10.15%
SpS736.98
BVpS170.26
TBVpS15.05
PEG (NY)1.58
PEG (5Y)0.76
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 4.4% | ||
| ROE | 12.26% | ||
| ROCE | 7.72% | ||
| ROIC | 5.9% | ||
| ROICexc | 6.38% | ||
| ROICexgc | 11.77% | ||
| OM | 4.6% | ||
| PM (TTM) | 2.83% | ||
| GM | N/A | ||
| FCFM | 2.8% |
ROA(3y)5.45%
ROA(5y)5.58%
ROE(3y)15.32%
ROE(5y)15.33%
ROIC(3y)6.9%
ROIC(5y)7.19%
ROICexc(3y)7.45%
ROICexc(5y)7.72%
ROICexgc(3y)13.9%
ROICexgc(5y)14.63%
ROCE(3y)9.03%
ROCE(5y)9.4%
ROICexcg growth 3Y-5.49%
ROICexcg growth 5Y-3.16%
ROICexc growth 3Y-5.02%
ROICexc growth 5Y-2.23%
OM growth 3Y-7.78%
OM growth 5Y-4.45%
PM growth 3Y-8.42%
PM growth 5Y-6.01%
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover1.55
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 0.65 | ||
| Debt/FCF | 5.7 | ||
| Debt/EBITDA | 2.8 | ||
| Cap/Depr | 75.47% | ||
| Cap/Sales | 0.59% | ||
| Interest Coverage | 250 | ||
| Cash Conversion | 62.96% | ||
| Profit Quality | 98.73% | ||
| Current Ratio | N/A | ||
| Quick Ratio | N/A | ||
| Altman-Z | N/A |
F-Score5
WACC7.59%
ROIC/WACC0.78
Cap/Depr(3y)77.74%
Cap/Depr(5y)81.03%
Cap/Sales(3y)0.73%
Cap/Sales(5y)0.76%
Profit Quality(3y)103.66%
Profit Quality(5y)128.32%
High Growth Momentum
Growth
EPS 1Y (TTM)-6.64%
EPS 3Y8.28%
EPS 5Y11.17%
EPS Q2Q%-12.65%
EPS Next Y5.39%
EPS Next 2Y9.72%
EPS Next 3Y11.61%
EPS Next 5Y12.57%
Revenue 1Y (TTM)10.21%
Revenue growth 3Y8.44%
Revenue growth 5Y11.14%
Sales Q2Q%14.34%
Revenue Next Year12.17%
Revenue Next 2Y8.92%
Revenue Next 3Y8.04%
Revenue Next 5Y8.96%
EBIT growth 1Y-14.33%
EBIT growth 3Y0%
EBIT growth 5Y6.19%
EBIT Next Year11.18%
EBIT Next 3Y10.33%
EBIT Next 5Y11.33%
FCF growth 1Y-49.94%
FCF growth 3Y-14.89%
FCF growth 5Y-2.08%
OCF growth 1Y-45.8%
OCF growth 3Y-11.78%
OCF growth 5Y-1.08%