Have you been searching for a stock that might be well-positioned to maintain its earnings-beat streak in its upcoming report? It is worth considering Elevance Health (ELV) , which belongs to the Zacks Medical Services industry.This health insurer has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 1.13%.For the last reported quarter, Elevance Health came out with earnings of $10.12 per share versus the ...

Elevance Health, Inc. (ELV) is set to report its third-quarter 2024 results on Oct. 17, 2024, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings and revenues is pegged at $9.74 per share and $43.2 billion, respectively.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.The earnings estimate for the to-be-reported quarter has witnessed downward revisions over the past 60 days. The bottom-line projection indicates year-over-year growth of 8.3% ...

In its upcoming report, Elevance Health (ELV) is predicted by Wall Street analysts to post quarterly earnings of $9.74 per share, reflecting an increase of 8.3% compared to the same period last year. Revenues are forecasted to be $43.23 billion, representing a year-over-year increase of 1.8%.The current level reflects no revision in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections o ...

文章核心观点 - 公司专注于高回报权益、高自由现金流的优质股票,追求高于市场平均水平的收益率 [1] - 公司在2020年6月推荐了Elevance Health Inc.(ELV),该股票自推荐以来涨幅达17%,与标普500指数持平,几乎翻倍 [1] - 公司认为Elevance Health Inc.经营风险较低 [1] 公司概况 - 公司成立于2003年,由Thomas Lott创立,他拥有30多年的金融从业经验 [1] - 公司采用格雷厄姆-多德/巴菲特式的价值投资策略,寻找优质股票 [1] - 公司在Seeking Alpha上提供投资组合和研究报告服务,每月提供2-4个新的高质量投资机会 [1] 投资组合 - 公司持有Elevance Health Inc.(ELV)、Molina Healthcare Inc.(MOH)、Cigna Corp.(CI)、UnitedHealth Group Inc.(UNH)等股票 [2]

Elevance Health, Inc. (ELV) is well-poised to grow on the back of Carelon’s business strength and commercial member growth. The company keeps expanding its operating margins for both Health Benefits and Carelon units, which positions it for improving profits.Elevance Health — with a market cap of $114.2 billion — is a major health benefits company. Courtesy of solid prospects, this Zacks Rank #2 (Buy) stock is worth adding to your portfolio at the moment.Let’s delve deeper.ELV's One-Year Price PerformanceSh ...

Elevance Health, Inc. (ELV) is well-poised to grow on the back of Carelon’s business strength and commercial member growth. The company keeps expanding its operating margins for both Health Benefits and Carelon units, which positions it for improving profits.Elevance Health — with a market cap of $129.1 billion — is a major health benefits company. Courtesy of solid prospects, this presently Zacks Rank #3 (Hold) stock is worth retaining at the moment.Let’s delve deeper.ELV YTD Price PerformanceShares of Ele ...

It has been about a month since the last earnings report for Elevance Health (ELV) . Shares have added about 7.3% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Elevance Health due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. Elevance Health's Q2 Earnings Beat on Lo ...

Morsa Images/DigitalVision via Getty Images Introduction I last wrote about Elevance Health (NYSE:ELV) on October 23, 2023, in my article "Elevance Health: An Overlooked Healthcare Gem?". Since then, ELV has reported three quarters of earnings while underperforming the S&P 500 by around 9% (S&P gain: 28.9% / ELV gain: 19.8%). I initiated coverage on ELV with a "buy" rating back then. Recent results, especially around the healthcare services segment, led me to this update article. In this article, I want ...

文章核心观点 - 公司第二季度收入为432亿美元,同比下降0.4%,略高于预期 [1] - 收入下降主要由于医疗保险会员流失,部分被更高的保费收益所抵消 [2] - 医疗保险公司面临Medicaid会员流失压力,Medicaid利润何时触底以及何时可能恢复存在不确定性 [3] 行业分析 - 与Elevance Health相比,Centene、Cigna和Molina Healthcare的估值低3倍,尽管Elevance Health的多元化和质量可以部分解释其溢价,但也限制了其进一步上涨的潜力 [4] - 此前Elevance Health被视为缺乏Medicare Advantage(MA)业务曝光度,但这一观点可能会改变,因为UnitedHealth的业绩强于预期,监管环境也可能改善 [5] - 自四年前暂停重新确定资格以来,风险池恶化导致费率不足一直是一个担忧,分析师此前已下调了专注Medicaid的公司评级 [6] - 尽管公司长期以来一直主张,州政府知道风险池变化,费率会主动反映更糟糕的人群,但利润压力仍高于预期 [7] - 分析师认为,费率最终将反映人群状况,但ELV也提到基础利用率加快是一个独立因素,加上医院谈到Medicaid量增加,这增加了压力可能持续到2025年的可能性 [8]

文章核心观点 - 公司在第二季度业绩超预期,总营收下降0.4%,调整后每股收益增长11.9% [7][9] - 公司预计下半年营收将恢复增长,主要受益于Medicaid重新认定结束和收购Paragon Healthcare公司 [13][14] - 公司长期增长前景良好,预计2024-2026年每年调整后每股收益将增长12%以上 [11][12][15] - 公司估值被低估,目前股价较公允价值有14%的折价 [17] 公司财务和运营情况 - 公司第二季度总营收为432.3亿美元,同比下降0.4% [7] - 其中保费收入下降3.2%至354亿美元,主要受Medicaid重新认定影响 [7] - 产品收入和服务费收入增长分别为13.8%和18%,但占比较小 [8] - 公司调整后每股收益为10.12美元,同比增长11.9%,超预期 [9] - 公司通过成本管控和股票回购提升了利润率和每股收益 [10] - 公司财务状况良好,利息覆盖率为11.9倍,信用评级为A级 [15] 未来发展前景 - 公司预计下半年营收将恢复增长,主要受益于Medicaid重新认定结束和收购Paragon Healthcare公司 [13][14] - 公司长期增长前景良好,预计2024-2026年每年调整后每股收益将增长12%以上 [11][12][15] - 公司有望通过会员增长、定价提升、技术优化等手段,将营业利润率提升至6.5%-7% [15] - 公司丰富的自由现金流将支持股票回购和并购等举措 [15] 估值分析 - 公司当前股价较公允价值有14%的折价 [17] - 公司当前市盈率为13.9倍,低于10年平均水平15.2倍 [17] - 未来12个月预计每股收益为39.73美元,对应公允价值为605美元,较当前有14%的上涨空间 [17]