Added to YB: 2026-08-13
Pitch date: 2026-08-12
ELV [bullish]
Elevance Health, Inc.
-0.78%
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
$86.9B
Pitch Price
$399.20
Price Target
528.00 (+33%)
Dividend
1.72%
EV/EBITDA
12.73
P/E
17.82
EV/Sales
0.54
Sector
Health Care Providers and Services
Category
turnaround
Show full summary:
Long $ELV (Elevance Health)
ELV: Managed-care franchise in cyclical earnings trough. BER rose 87%→90% (2023-25), adj EPS fell ~$33→$30.29. 2026 trough guide ≥$27, OCF ≥$6B, ≥12% EPS growth in '27. ~14.6x '26 EPS; normalized $30-33 at 14-16x = $420-528. Cash conversion improved. Risk: structural not cyclical, DOJ litigation.
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