Elevance Health (ELV) Could Be 11% Below Fair Value As Carelon Growth Draws Focus

Simply Wall St.08-20

AdvertisementRecent share performance and business scale With no single headline event driving market attention, Elevance Health (ELV) has drawn interest through its recent share performance and scale...

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The stock closed at $398.27, giving the company a market value near $84.6b.\nSee our latest analysis for Elevance Health.\nRecent price action for Elevance Health points to building momentum, with a 1 month share price return of 6.74% and a year to date share price return of 12.43%. The 1 year total...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","LU1057294990.SGD":"Blackrock World Healthscience A2 SGD-H","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0557290698.USD":"施罗德环球可持续增长基金","ELV":"Elevance Health","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1023059063.AUD":"BGF WORLD HEALTHSCIENCE \"A2\" (AUDHDG) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","IHF":"iShares Dow Jones U.S. Health Ca","BK4588":"碎股","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0122379950.USD":"贝莱德世界健康科学A2","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","ELV.AU":"ELEVRA LITHIUM LTD","LU0477156953.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"RE\" (USD) ACC","BK4154":"管理型保健护理","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK7095":"多种金属与采矿","LU0251142724.SGD":"Fidelity America A-SGD","SG9999001077.SGD":"United International Growth Fund SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV"},"translate_title":"随着 Carelon 增长引起关注，Elevance Health (ELV) 可能比公允价值低 11%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"IHF":0.6,"ELV":1.5,"ELV.AU":1.5},"content_text":"AdvertisementRecent share performance and business scale With no single headline event driving market attention, Elevance Health (ELV) has drawn interest through its recent share performance and scale. The stock closed at $398.27, giving the company a market value near $84.6b. See our latest analysis for Elevance Health. Recent price action for Elevance Health points to building momentum, with a 1 month share price return of 6.74% and a year to date share price return of 12.43%. The 1 year total shareholder return of 30.33% contrasts with a weaker 3 year total shareholder return, which declined 9.71%. If Elevance Health has you reviewing your healthcare exposure, it can also be useful to compare with other companies that are shaping the sector through AI driven care models using the 42 healthcare AI stocks. Elevance Health runs a large health benefits and services platform, and the recent share price climb has put fresh attention on that scale. The real issue now is whether you are paying a fair price for that strength. Most Popular Narrative: 11.3% Undervalued At a last close of $398.27 against a narrative fair value of $449.10, Elevance Health is framed as undervalued, with that gap pinned on future margin and earnings potential rather than current returns.  Strategic investments in digital consumer engagement and Carelon's diversified health services (e.g., pharmacy, care management, behavioral health) are accelerating revenue growth and providing higher-margin, recurring income streams. These initiatives are expected to support both topline and earnings diversity as industry healthcare spending and complexity continue to rise.  Read the complete narrative. Want to see what sits behind that earnings story for Elevance Health? The narrative focuses on steadier revenue, wider margins, and a lower future earnings multiple than many peers. Investors may be interested in how those moving parts are combined to arrive at that fair value estimate. Result: Fair Value of $449.10 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Elevance Health still faces meaningful risks, including persistent Medicaid cost pressures and integration challenges in Carelon acquisitions that could limit the margin story investors are watching. Find out about the key risks to this Elevance Health narrative. Next Steps The mix of upside potential and real risks around Elevance Health has drawn strong views on both sides, so it makes sense to check the evidence yourself soon and decide where you stand. To see which rewards are driving optimism and pressure test your own thesis, start with the 4 key rewards. Looking for more investment ideas beyond Elevance Health? If Elevance Health has sharpened your focus on opportunities, do not stop here. Broaden your watchlist with other stocks that fit clear, disciplined criteria using the Simply Wall Street Screener.  Target stronger value opportunities by reviewing companies highlighted in the 50 high quality undervalued stocks. Prioritise capital preservation first and see which stocks pass the 79 resilient stocks with low risk scores. Spot potential future leaders early by checking the screener containing 20 high quality undiscovered gems.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Elevance Health might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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