🎁Healthcare Q1 Winners by Revenue/ Net Income/EPS/Dividend/YTD23
🎁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 |
91.93 | 14.70% | -8.17% | |
62.85 | 9.94% | 4.6% | |
50.49 | 12.60% | 10.99% | |
46.52 | 6.36% | -22.13% | |
41.90 | 10.07% | 11.78% | |
38.89 | 2.98% | -18.05% | |
26.74 | 11.56% | 2.01% | |
24.75 | 5.63% | -9.68% | |
18.28 | -28.76% | -27.48% | |
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 (%) |
5.61 | 12.16% | |
5.54 | -29.40% | |
2.84 | 92.48% | |
2.82 | -34.41% | |
22.93 | 3.38% | |
22.62 | 76.70% | |
2.18 | -0.40% | |
1.99 | 12.65% | |
1.85 | -21.47% | |
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 |
$9.91 | 35.91% | $53.52 | 2141.66% | |
$8.37 | 13.10% | $27.28 | 158.91% | |
$6.01 | 12.57% | $17.52 | 209.26% | |
$4.28 | 14% | $16.93 | 167.61% | |
$5.58 | 25.50% | $15.79 | 156.69 | |
$7.64 | -16.23% | $12.47 | -23.22 | |
$5.20 | -1.97% | $8.03 | 25.9 | |
$2.05 | 40.90% | $7.74 | 293.18 | |
$8.53 | 11.65% | $6.96 | 73.78 | |
$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 |
$2.13 | 2023/5/17 | 2023/6/8 | |
$1.13 | 2023/5/12 | 2023/6/9 | |
$0.75 | 2023/6/14 | 2023/6/29 | |
$0.68 | 2023/3/23 | 2023/4/14 | |
$0.57 | 2023/4/6 | 2023/5/1 | |
$0.45 | 2023/5/15 | 2023/6/1 | |
$0.44 | 2023/5/10 | 2023/6/15 | |
$0.41 | 2023/5/11 | 2023/6/9 | |
$0.34 | 2023/5/12 | 2023/6/15 | |
$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 |
4.28 | 4.89% | Hit All time High in 2023 | |
3.56 | -9.68% | Hit All time High in 2022 | |
2.79 | 13.67% | Approaching Historical High | |
2.61 | 10.60% | Approaching Historical High | |
2.51 | -27.48% | Declined for 2 years so far | |
2.32 | -5.25 | Hit All time High in 2022 | |
2.29 | -9.29% | Hit All time High in 2022 | |
1.99 | 18.77% | Hit All time High in 2023 | |
1.70 | 12.62% | Approaching Historical High | |
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?
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This should be an advantage to Novartis as they have the preparation for post management of any future pandemic.
🌟🌟🌟$ResMed(RMD)$ is the world's market leader of sleep apnea devices with a huge 45% share of the market followed by Phillips at 30% and Fisher & Paykel at 13%.
I am bullish on Resmed as it has exponential growth ahead. Its share price is up 9% Year To Date. I am familiar with the Resmed because my husband uses the Resmed sleep therapy device.
Resmed has gained more market share because there was a product recall on Phillips sleep devices due to some faulty components.
Indeed if there is any negative news, the share price of a company would be negatively impacted.
So I believe Resmed is a steady and reliable company to invest in for long term especially with its wide brand moat.
@Tiger_Earnings
Will put $GlaxoSmithKline PLC(GSK)$ in my watch-list as it's in decade low price area and will avoid stocks that hit all time high in 2023 as what goes up will come down.THX loads @Tiger_Earnings for this excellent post❣️
@melson @LMSunshine @Universe宇宙 @GoodLife99 @Aqa @koolgal @rL
[Happy]Done repost this article in Tiger community
[Happy]Done forwarded to social media and screenshot back as attached
None on my watchlist as I feel that too hard to pick the right companies. no guarantee with drug development
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.