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Nervous markets await NvidiaThis summary was created by AI, based on 6 opinions in the last 12 months.
Experts have mixed opinions on Elevance Health Inc (ELV). On one hand, some see it as a tariff-proof investment due to its position in the healthcare sector, observing that beaten-down companies are bouncing back. However, there are significant headwinds, particularly with Medicaid, where recent reports indicated higher medical cost ratios than expected. This has led to concerns about the adequacy of claims processing in the broader U.S. health insurance industry. Nevertheless, the stock trades at a lower multiple than its competitor, UNH, and some experts believe it could be an attractive long-term hold, particularly given that its current valuation is at historical lows. Others emphasize the importance of focusing on long-term growth and viewing current market dips as opportunities to build a position.
See UNH comments. The whole US health insurance industry is in turmoil. The industry itself admits there's a problem with how claims are processed and need to be fixed. These companies are necessary in the US health system, and they are for-profit. ELV hasn't traded at this low a valuation since 2013. Hold on.
Health insurance companies have done extremely well and will continue to do so. And this despite continued bombardment to try to tamp down profitability in the sector (its predecessor, Anthem, was trading around $7 a share in 1995). Company expects revenue to grow 10%+ and earnings in low teens. Trades 12-13x earnings. Great setup for long-term hold.
Don't get caught up in the news of the day, think about where it's likely to be in 5-10 years. Use these times of weakness to add to or start a position.
Trades at 4-5 multiple points lower than UNH, fundamentals are equally good.
Whole group has stalled a bit over medical cost ratios and medical costs in general. Government is repricing programs, and it's affecting margins. Companies will fight through it, trading inexpensively, very solid growth metrics. Not afraid to buy any of them, and his choice is ELV.
Out of favour in 2023. Healthcare is one of the areas where he expects the rotation to go, big opportunity. Stock's flat for last 2 years, but EPS is up 27%. 15x PE this year, 13.5x next year. Estimates of double-digit revenue growth and 15% annual earnings growth. The insurers, in particular, are ripe for a rebound. Yield is 1%.
(Analysts’ price target is $558.02)It is both a growth and value stock being a health insurer for corporations. It also provides management for the Federal Government through Medicare and Medicaid as well as its own networks. It is slowly becoming more vertically integrated. Being more on the defensive side it helps to balance his portfolio. Buy 21 Hold 4 Sell 0
Healthcare notoriously left out of most recent high-beta rally. Don't give up. Don't chase low-quality, high-beta companies just because they're going up for 6 weeks. Go with good quality companies, and you will be rewarded. He's sticking with it. Demographic tailwind, 6% FCF yield, expects $33 EPS in 2023 which is a 15x PE.
Elevance Health Inc is a American stock, trading under the symbol ELV-N on the New York Stock Exchange (ELV). It is usually referred to as NYSE:ELV or ELV-N
In the last year, 5 stock analysts published opinions about ELV-N. 4 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Elevance Health Inc.
Elevance Health Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Elevance Health Inc.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
5 stock analysts on Stockchase covered Elevance Health Inc In the last year. It is a trending stock that is worth watching.
On 2025-05-01, Elevance Health Inc (ELV-N) stock closed at a price of $408.31.
Certainly some stocks are less vulnerable to issues involving tariffs. What comes to mind are healthcare companies. You could look at some of the beaten-down companies that really didn't do well last year, as they're doing quite well today. Try this name, which he owns.