Professional
Added to YB: 2025-09-01
Pitch date: 2025-07-30
ELV [bullish]
Elevance Health, Inc.
+6.06%
current return
Author Info
No bio for this author
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
$285.33
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
growth
BA Beutel Goodman U.S. Value Fund New Position: Elevance Health, Inc.
ELV (new position): Largest US managed care org (45.7M members) w/ balanced 50:50 Commercial/Gov split. 70% income from insurance, 30% from Carelon health mgmt. Two megatrends: gov outsourcing to private insurers (Medicare <50% penetration, targets high 60-70%) & value-based care shift. Near-term margin pressure from high medical costs, but rate-resets coming. Trading at trough valuation ahead of growth resumption.
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