Hope that $Merck(MRK)$ will continue to grow from strength to strength, while $BioNTech SE(BNTX)$ and $Moderna, Inc.(MRNA)$ will regain their past glories by uncovering their next cash cows in due course!
🎁Healthcare Q1 Winners by Revenue/ Net Income/EPS/Dividend/YTD23
@Tiger_Earnings：
🎁Industrial Special of Q1 2023🎁 In the recent year, Healthcare stocks have been the second-highest sector by return, but it has been the bottom industry among the 7 sectors with positive returns in 2023. Do you expect that the Healthcare stocks will perform better in 2023 or further? Healthcare industry stocks are defensive stocks. Whether the economy is stable or chaotic, the demand for medical products and services is necessary, so the performance of medical stocks will be relatively stable. The following are Top Winners by Revenue, Net Income, EPS, Dividend, and R&D respectively in Q1 2023. Tiger_Earnings looks forward to the data in this article helping you understand more about the field of healthcare service and technology companies. 1. Q1 2023 Revenue TOP 20: Revenue mainly refers to the income obtained by an enterprise within a certain period of time, but does not include costs, fees, and taxes. From the growth rate of revenue, it is often possible to observe the growth cycle of a company, and even observe the decline of the company. Company Revenue ($ billions) YoY YTD2023 $UnitedHealth(UNH)$ 91.93 14.70% -8.17% $AmerisourceBergen(ABC)$ 62.85 9.94% 4.6% $Cardinal Health(CAH)$ 50.49 12.60% 10.99% $THE CIGNA GROUP(CI)$ 46.52 6.36% -22.13% $Elevance Health(ELV)$ 41.90 10.07% 11.78% $Centene(CNC)$ 38.89 2.98% -18.05% $Humana(HUM)$ 26.74 11.56% 2.01% $Johnson & Johnson(JNJ)$ 24.75 5.63% -9.68% $Pfizer(PFE)$ 18.28 -28.76% -27.48% $HCA Holdings Inc(HCA)$ 15.59 4.32% 15.65% Among them, the revenue growth of $UnitedHealth(UNH)$ , $Cardinal Health(CAH)$ , $Elevance Health(ELV)$ , and $Humana(HUM)$ with higher than 10% YoY, welcome Tigers to add comments and share the reasons for the companies' high growth. 2. Q1 2023 Net Income TOP 10： Net income is an important indicator to measure the profit realized by an enterprise or an individual, and it is generally also called net profit or net income. If the net income is large, the operating effect of the enterprise is good; if the net income is small, the operating effect of the enterprise is poor. It is the main indicator to measure the operating efficiency of an enterprise. Company Net Income ($ billions) YoY (%) $UnitedHealth(UNH)$ 5.61 12.16% $Pfizer(PFE)$ 5.54 -29.40% $Amgen(AMGN)$ 2.84 92.48% $Merck(MRK)$ 2.82 -34.41% $Novartis AG(NVS)$ 22.93 3.38% $Bristol-Myers Squibb(BMY)$ 22.62 76.70% $Sanofi SA(SNY)$ 2.18 -0.40% $Elevance Health(ELV)$ 1.99 12.65% $GlaxoSmithKline PLC(GSK)$ 1.85 -21.47% $AstraZeneca PLC(AZN)$ 1.80 364.95% Among them, $AstraZeneca PLC(AZN)$ , $Amgen(AMGN)$ , $Bristol-Myers Squibb(BMY)$ ‘s net income growth was 76.7%, 92.5%, 364.95% respectively. 3. Q1 2023 EPS TOP 10 EPS is equal to the net profit at the end of the period divided by the net number of shares at the end of the period. The ranking of U.S. stock returns can distinguish blue-chip stocks and junk stocks. You can also choose leading stocks by comparing the company's EPS, or observing the company's growth with EPS in different periods. Company EPS ($ billions) YoY Operating cash flow per share YoY $Humana(HUM)$ $9.91 35.91% $53.52 2141.66% $Elevance Health(ELV)$ $8.37 13.10% $27.28 158.91% $UnitedHealth(UNH)$ $6.01 12.57% $17.52 209.26% $THE CIGNA GROUP(CI)$ $4.28 14% $16.93 167.61% $Molina Healthcare(MOH)$ $5.58 25.50% $15.79 156.69 $Regeneron Pharmaceuticals(REGN)$ $7.64 -16.23% $12.47 -23.22 $United Therapeutics(UTHR)$ $5.20 -1.97% $8.03 25.9 $Centene(CNC)$ $2.05 40.90% $7.74 293.18 $Mettler-Toledo(MTD)$ $8.53 11.65% $6.96 73.78 $HCA Holdings Inc(HCA)$ $4.92 16.94% $6.53 45.25 Among them, the EPS growth of $Humana(HUM)$, $Molina Healthcare(MOH)$ and $Centene(CNC)$ has increased over 20% YoY, which were 35.9%, 25.5%, and 40.9% respectively. 4. Q1 2023 Dividend Top 10: Well-established companies that pay dividends typically increase their dividend payouts from year to year.Dividends Are Helpful in Equity Evaluation，Dividends Offer Tax Advantages. Studies have historically shown that dividend-paying stocks outperform non-dividend-paying stocks during bear market periods. Company Dividend Per Share Ex_Dividend Date Dividend Pay Date $Amgen(AMGN)$ $2.13 2023/5/17 2023/6/8 $Eli Lilly(LLY)$ $1.13 2023/5/12 2023/6/9 $Gilead Sciences(GILD)$ $0.75 2023/6/14 2023/6/29 $Medtronic PLC(MDT)$ $0.68 2023/3/23 2023/4/14 $Bristol-Myers Squibb(BMY)$ $0.57 2023/4/6 2023/5/1 $SIGA Technologies Inc.(SIGA)$ $0.45 2023/5/15 2023/6/1 $ResMed(RMD)$ $0.44 2023/5/10 2023/6/15 $Pfizer(PFE)$ $0.41 2023/5/11 2023/6/9 $Teleflex(TFX)$ $0.34 2023/5/12 2023/6/15 $Utah Medical(UTMD)$ $0.30 2023/6/15 2023/7/6 According to the above table, the two Dividends higher than $1 are $Amgen(AMGN)$ , $Eli Lilly(LLY)$ , and you has the opportunity to buy $Amgen(AMGN)$ on Tuesday’s trading day to enjoy the futures dividends. 5. Q1 R&D Expenses TOP 10: R&D in the healthcare sector is crucial for addressing ongoing and changing needs within society. In a tax context, R&D within healthcare can include analytics technologies that speed diagnosis, artificial intelligence to automate admin, drug discovery and improvement, and the development of non-invasive treatments and surgeries. Global top 10 pharmaceutical companies based on projected R&D spending in 2026(in billion U.S. dollars) And the Top 10 with expenses in Q 123 are： Company R&D expenses ($ billions) YoY Highlights $Merck(MRK)$ 4.28 4.89% Hit All time High in 2023 $Johnson & Johnson(JNJ)$ 3.56 -9.68% Hit All time High in 2022 $Novartis AG(NVS)$ 2.79 13.67% Approaching Historical High $AstraZeneca PLC(AZN)$ 2.61 10.60% Approaching Historical High $Pfizer(PFE)$ 2.51 -27.48% Declined for 2 years so far $Bristol-Myers Squibb(BMY)$ 2.32 -5.25 Hit All time High in 2022 $AbbVie(ABBV)$ 2.29 -9.29% Hit All time High in 2022 $Eli Lilly(LLY)$ 1.99 18.77% Hit All time High in 2023 $Sanofi SA(SNY)$ 1.70 12.62% Approaching Historical High $GlaxoSmithKline PLC(GSK)$ 1.56 4.67% In Decades Low Price Area In thise table we can see four companies with quarterly R&D expenses increased over 10%. 6. Reply & Forward to Win Prizes Which of the above companies is on your Watch-list? Please comment on the reasons for the change of any data on any company. Rewards: Each valid review for any company can receive 5 Tiger Coins Whoever Forward and this article s to the tiger community will get 5 Tiger Coins Top 5 Comments with Most Likes will get an extra 10 Tiger Coins Whom forwarded this post to own personal social media channels + screenshots back, can get 20 Tiger Coins
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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