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ELV$402.66+2.41%
Fair $402.66+0.0%

ELV

Elevance Health, Inc.

Healthcare / Healthcare PlansNYSE

$402.66

+9.47 (+2.41%)

Fairly Valued+0.0%Fair Value $402.66Fund rank 34/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.6B · quality 66.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

46/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 0unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · ELVLocal privado en este navegador · Elevance Health, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$87.4B

P/E

17.1x

↓

EV/EBITDA

N/A

•

ROE

12.9%

↑

Gross Margin

N/A

•

Debt/Equity

0.73

↑
52-Week Range$403
$274$408

TradingView lightweight chart

ELV price, volumen y niveles de valoración

Último $402.66Periodo +1869.0%
Fair value: $402.66

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+6.8%

FCF CAGR

-1.3%

FCF margin

1.6%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $199.13B · net income $5.66B · FCF $3.17B

2007-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

2.8%-2.6% pts

FCF margin

1.6%-5.0% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$199.13B$199.13B$176.81B$171.34B$156.59B$138.64B$121.87B$104.21B$92.11B$90.04B$84.86B$79.16B$73.87B$71.02B$61.50B$60.71B$58.70B$64.94B$61.25B$61.17B
Net Income$5.66B$5.66B$5.98B$5.99B$5.89B$6.16B$4.57B$4.81B$3.75B$3.84B$2.47B$2.56B$2.57B$2.49B$2.66B$2.65B$2.89B$4.75B$2.49B$3.35B
EBITDA—————$8.86B$7.51B$7.13B$6.56B———————————
EPS25.2125.2125.6825.2224.8124.9517.9818.4714.1914.359.219.388.998.208.187.256.949.884.765.56
Operating Margin—————5.5%5.2%5.8%5.9%4.6%5.7%6.0%6.0%5.6%5.9%6.2%6.9%6.4%7.1%—
Net Margin2.8%2.8%3.4%3.5%3.8%4.4%3.8%4.6%4.1%4.3%2.9%3.2%3.5%3.5%4.3%4.4%4.9%7.3%4.1%5.5%
Balance Sheet
Debt/Equity0.730.730.760.640.670.590.580.560.600.660.570.660.580.550.600.360.340.340.37—
Current Ratio1.481.48——————————————————
Cash Flow
Free Cash Flow$3.17B$3.17B$4.55B$6.76B$7.25B$7.28B$9.67B$4.98B$2.62B$3.39B$2.69B$3.57B$2.65B$2.41B$2.20B$2.85B$965.3M$2.66B$2.19B$4.02B
Returns
ROE12.9%12.9%14.5%15.2%16.3%17.1%13.8%15.2%13.1%14.5%9.8%11.1%10.6%10.1%11.2%11.4%12.1%19.1%11.6%14.6%
Valuation
P/E17.0717.0714.4719.0319.16———————————————
P/B2.062.062.092.903.19———————————————
Growth & Yield
Revenue Growth12.6%12.6%3.2%9.4%—13.8%16.9%13.1%2.3%6.1%7.2%7.2%4.0%15.5%1.3%3.4%-9.6%6.0%0.1%—
EPS Growth-1.8%-1.8%1.8%1.7%—38.8%-2.7%30.2%-1.1%55.8%-1.8%4.3%9.6%0.2%12.8%4.5%-29.8%107.6%-14.4%—
Dividend Yield1.7%1.7%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

12.3%

razonable

EPS terminal req.

$35.73

Spread vs growth

-14.2%

5Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$43.23

Spread vs growth

-13.2%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$69.63

Spread vs growth

-12.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +6.6%

Total return

+6.6%

Start / end P/E

14.9x → 16.0x

EPS bridge

25.68 → 25.21

Residual

-0.1%

EPS growth-1.8%
Multiple rerating+6.9%
Dividend+1.7%
Residual / FX / buybacks / cross-term-0.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.