Anthem Inc (ANTM) Fundamental Analysis & Valuation

NYSE:ANTM • US0367521038

482.58
+12.71 (+2.71%)
At close: Jun 27, 2022
482.58
0 (0%)
After Hours: 6/27/2022, 8:17:50 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Forecast Earnings Financials Ownership News

This ANTM fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

Fundamental Rating

2

We assign a fundamental rating of 2 out of 10 to ANTM. ANTM was compared to 101 industry peers in the Health Care Providers & Services industry. ANTM has a bad profitability rating. Also its financial health evaluation is rather negative. ANTM is quite expensive at the moment. It does show a decent growth rate.


Dividend Valuation Growth Profitability Health

0

1. ANTM Profitability Analysis

1.1 Basic Checks

  • In the past year ANTM was profitable.
ANTM Yearly Net Income VS EBIT VS OCF VS FCFANTM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2B 4B 6B 8B 10B

1.2 Ratios

Industry RankSector Rank
ROA 6.21%
ROE 17.36%
ROIC N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ANTM Yearly ROA, ROE, ROICANTM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 5 10 15

1.3 Margins

  • The Operating Margin and Gross Margin are not available for ANTM so they could not be analyzed.
Industry RankSector Rank
OM N/A
PM (TTM) 4.33%
GM N/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
ANTM Yearly Profit, Operating, Gross MarginsANTM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2 4 6

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1

2. ANTM Health Analysis

2.1 Basic Checks

  • ANTM does not have a ROIC to compare to the WACC, probably because it is not profitable.
  • ANTM has less shares outstanding than it did 1 year ago.
  • The debt/assets ratio for ANTM is higher compared to a year ago.
ANTM Yearly Shares OutstandingANTM Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 50M 100M 150M 200M 250M
ANTM Yearly Total Debt VS Total AssetsANTM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 20B 40B 60B 80B

2.2 Solvency

  • ANTM has a Debt/Equity ratio of 0.55. This is a neutral value indicating ANTM is somewhat dependend on debt financing.
Industry RankSector Rank
Debt/Equity 0.55
Debt/FCF N/A
Altman-Z N/A
ROIC/WACCN/A
WACC6.49%
ANTM Yearly LT Debt VS Equity VS FCFANTM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 10B 20B 30B

2.3 Liquidity

Industry RankSector Rank
Current Ratio N/A
Quick Ratio N/A

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

5

3. ANTM Growth Analysis

3.1 Past

  • ANTM shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 18.56%, which is quite good.
  • The Earnings Per Share has been growing by 18.75% on average over the past years. This is quite good.
  • Looking at the last year, ANTM shows a quite strong growth in Revenue. The Revenue has grown by 15.87% in the last year.
  • The Revenue has been growing by 10.28% on average over the past years. This is quite good.
EPS 1Y (TTM)18.56%
EPS 3Y17.74%
EPS 5Y18.75%
EPS Q2Q%17.69%
Revenue 1Y (TTM)15.87%
Revenue growth 3Y14.59%
Revenue growth 5Y10.28%
Sales Q2Q%17.63%

3.2 Future

  • ANTM is expected to show quite a strong growth in Earnings Per Share. In the coming years, the EPS will grow by 12.81% yearly.
  • ANTM is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.87% yearly.
EPS Next Y12.48%
EPS Next 2Y12.93%
EPS Next 3Y13.13%
EPS Next 5Y12.81%
Revenue Next Year11.63%
Revenue Next 2Y8.34%
Revenue Next 3Y8.01%
Revenue Next 5Y6.87%

3.3 Evolution

  • The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
ANTM Yearly Revenue VS EstimatesANTM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 50B 100B 150B
ANTM Yearly EPS VS EstimatesANTM Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 10 20 30 40

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2

4. ANTM Valuation Analysis

4.1 Price/Earnings Ratio

  • With a Price/Earnings ratio of 17.74, ANTM is valued on the expensive side.
  • Compared to an average S&P500 Price/Earnings ratio of 26.29, ANTM is valued a bit cheaper.
  • The Price/Forward Earnings ratio is 14.57, which indicates a correct valuation of ANTM.
  • Compared to an average S&P500 Price/Forward Earnings ratio of 24.57, ANTM is valued a bit cheaper.
Industry RankSector Rank
PE 17.74
Fwd PE 14.57
ANTM Price Earnings VS Forward Price EarningsANTM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA 12.45
ANTM Per share dataANTM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 100 200 300 400 500

4.3 Compensation for Growth

  • ANTM's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • ANTM's earnings are expected to grow with 13.13% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.42
PEG (5Y)0.95
EPS Next 2Y12.93%
EPS Next 3Y13.13%

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Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

3

5. ANTM Dividend Analysis

5.1 Amount

  • ANTM has a Yearly Dividend Yield of 1.09%. Purely for dividend investing, there may be better candidates out there.
  • Compared to an average S&P500 Dividend Yield of 1.82, ANTM's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 1.09%

5.2 History

  • On average, the dividend of ANTM grows each year by 14.64%, which is quite nice.
  • ANTM has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)14.64%
Div Incr YearsN/A
Div Non Decr YearsN/A
ANTM Yearly Dividends per shareANTM Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 1 2 3 4

5.3 Sustainability

  • 18.19% of the earnings are spent on dividend by ANTM. This is a low number and sustainable payout ratio.
  • The dividend of ANTM is growing, but the earnings are growing slower. This means the dividend growth is not sustainable.
DP18.19%
EPS Next 2Y12.93%
EPS Next 3Y13.13%
ANTM Yearly Income VS Free CF VS DividendANTM Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2B 4B 6B 8B
ANTM Dividend Payout.ANTM Dividend Payout, showing the Payout Ratio.ANTM Dividend Payout.PayoutRetained Earnings

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ANTM Fundamentals: All Metrics, Ratios and Statistics

Anthem Inc

NYSE:ANTM (6/27/2022, 8:17:50 PM)

After market: 482.58 0 (0%)

482.58

+12.71 (+2.71%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupHealth Care Equipment & Services
GICS IndustryHealth Care Providers & Services
Earnings (Last)04-20
Earnings (Next)07-20
Inst Owners85.04%
Inst Owner Change1.9%
Ins Owners0.23%
Ins Owner Change0%
Market Cap116.34B
Revenue(TTM)144.35B
Net Income(TTM)6.24B
Analysts81.29
Price Target576.53 (19.47%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.09%
Yearly Dividend4.52
Dividend Growth(5Y)14.64%
DP18.19%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 17.74
Fwd PE 14.57
P/S 0.81
P/FCF N/A
P/OCF N/A
P/B 3.23
P/tB N/A
EV/EBITDA 12.45
EPS(TTM)27.21
EY5.64%
EPS(NY)33.12
Fwd EY6.86%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS598.75
BVpS149.22
TBVpSN/A
PEG (NY)1.42
PEG (5Y)0.95
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA 6.21%
ROE 17.36%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) 4.33%
GM N/A
FCFM N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3Y0%
ROICexgc growth 5Y0%
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score7
Asset Turnover1.44
Health
Industry RankSector Rank
Debt/Equity 0.55
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-Score7
WACC6.49%
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)18.56%
EPS 3Y17.74%
EPS 5Y18.75%
EPS Q2Q%17.69%
EPS Next Y12.48%
EPS Next 2Y12.93%
EPS Next 3Y13.13%
EPS Next 5Y12.81%
Revenue 1Y (TTM)15.87%
Revenue growth 3Y14.59%
Revenue growth 5Y10.28%
Sales Q2Q%17.63%
Revenue Next Year11.63%
Revenue Next 2Y8.34%
Revenue Next 3Y8.01%
Revenue Next 5Y6.87%
EBIT growth 1YN/A
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1YN/A
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1YN/A
OCF growth 3YN/A
OCF growth 5YN/A

Anthem Inc / ANTM FAQ

Can you provide the ChartMill fundamental rating for Anthem Inc?

ChartMill assigns a fundamental rating of 4 / 10 to ANTM.


What is the valuation status of Anthem Inc (ANTM) stock?

ChartMill assigns a valuation rating of 2 / 10 to Anthem Inc (ANTM). This can be considered as Overvalued.


What is the profitability of ANTM stock?

Anthem Inc (ANTM) has a profitability rating of 6 / 10.


What are the PE and PB ratios of Anthem Inc (ANTM) stock?

The Price/Earnings (PE) ratio for Anthem Inc (ANTM) is 17.74 and the Price/Book (PB) ratio is 3.23.


Is the dividend of Anthem Inc sustainable?

The dividend rating of Anthem Inc (ANTM) is 5 / 10 and the dividend payout ratio is 18.19%.