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Current Value
Goal
Buy
Dividends
Return
Total Gain
Pct of Portfolio
Reported
Reviewed
Current Price
Average Paid
ELV Elevance Health, Inc.
10-17-24
5-7-24
382.37
Quality
Quality
Story
Predictability
1 Year Total Return
23.52
3 Year Total Return
13.72
10 Year Total Return
20
Years
1
2
3
4
5
6
7
8
9
10
Revenue CAGR
9
11
12
13
13
11
11
10
10
9
Eps Cagr (F) 10
14
13
14
14
16
18
17
16
16
15
Eps 10 Yr 70%
14
12
16
15
22
33
9
9
15
4
Eps 20 Yr 70%
13
8
4
10
27
-15
16
19
20
26
1Year Div Growth
12.69
3Year Div Growth
14.35
5Year Div Growth
14.95
10Year Div Growth
14.37
Dividend Yield
1.71
Dividend Yield with Buy Backs
3.84
5 Year Average Dividend Yield
1.17
5 Year YOC
2.51
Payout
23%
Moat
Beta
0.3
ROIC Now
11.0
ROIC Times Growth
107
Share Count CAGR
-1.74
Analyst Recommendations
4.0
Credit Rating
A
Debt to Ebitda
1.6
Debt to Capital
0.42
EARNINGS REPORTED
10-17-2024
Ignore
MS
PE15
Avg PE
Avg Yield
Flags
Watch
Hold Buys
Hold Automated
Margin of Safety
-40
-35
-30
-25
-20
-15
-10
-5
0
5
10
15
20
25
-10
-5
0
5
10
15
20
25
30
35
40
45
50
55 *
ROIC PE Actual
A
B
C
D
F
X
ROIC PE Value
A
B
C
D
F
X
Growth: 9.8 ROIC: 11.0 Trailing PE: 13.6 Forward PE: 10.7
Gro
4%
8%
10%
12% *
14%
16%
18%
20%
22%
24%
26%
28%
30%
32%
34%
36%
38%
40%
>40
<3
3%
12.5
12.9
13.3
13.8
14.3
14.4
14.5
14.7
14.9
15.1
15.3
15.5
15.7
15.9
16.1
16.3
16.5
4%
7.1
12.5
13.1
13.8
14.5
15.2
15.4
15.6
15.8
16.1
16.3
16.6
16.8
17.1
17.3
17.6
17.8
18.1
5%
12.5
13.4
14.3
15.2
16.1
16.4
16.7
17.0
17.3
17.6
17.9
18.2
18.5
18.8
19.1
19.4
19.7
6%
3.3
12.5
13.6
14.8
15.9
17.1
17.4
17.8
18.2
18.6
19.0
19.4
19.8
20.2
20.6
21.0
21.4
21.8
7%
12.5
13.9
15.3
16.7
18.2
18.7
19.2
19.7
20.2
20.7
21.2
21.7
22.2
22.7
23.2
23.7
24.2
8%
0
12.5
14.2
15.9
17.6
19.4
20.0
20.6
21.2
21.8
22.4
23.0
23.6
24.2
24.8
25.4
26.0
26.6
9%
0
12.5
14.5
16.6
18.7
20.9
21.6
22.3
23.0
23.7
24.4
25.1
25.8
26.5
27.2
27.9
28.6
29.3
10% *
0
12.5
14.9
17.4
19.9
22.4
23.2
24.0
24.8
25.7
26.5
27.4
28.2
29.1
29.9
30.8
31.6
32.5
11%
12.5
15.3
18.2
21.0
23.9
24.8
25.7
26.7
27.7
28.7
29.7
30.7
31.7
32.7
33.7
34.7
35.7
12%
12.5
15.7
18.9
22.1
25.4
26.4
27.4
28.5
29.6
30.7
31.8
32.9
34.0
35.1
36.2
37.3
38.4
13%
12.5
16.1
19.8
23.2
26.9
28.0
29.1
30.3
31.5
32.7
33.9
35.1
36.3
37.5
38.8
39.9
41.1
14%
12.5
16.5
20.7
24.3
28.4
29.6
30.8
32.1
33.4
34.7
36.0
37.3
38.6
39.9
41.4
42.5
43.8
15%
12.5
16.9
21.6
25.4
29.9
31.2
32.5
33.9
35.3
36.7
38.1
39.5
40.9
42.3
44.0
45.1
46.5
16%
12.5
17.3
22.5
26.5
31.4
32.8
34.2
35.7
37.2
38.7
40.2
41.7
43.2
44.7
46.6
47.7
49.2
17%
12.5
17.7
23.4
27.6
32.9
34.4
35.9
37.5
39.1
40.7
42.3
43.9
45.5
47.1
49.2
50.3
51.9
18%
12.5
18.1
24.3
28.7
34.4
36.0
37.6
39.3
41.0
42.7
44.4
46.1
47.8
49.5
51.8
52.9
54.6
>18
Code
A
B
C
D
F
P
S
X
Moat
Wide
Narrow
None
Credit Rating
AAA
AA+
AA
AA-
A+
A
A-
No debt
BBB+
BBB
BBB-
< BBB
None
VL Safety
1
2
3
4
5
None
VL Strength
A++
A+
A
B++
B+
B
<B
None
Dividend
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
None
Safety Score
Exchange
Price
Price
MS Stars
DAY
0.29
1W
371.07
9.68
2.61
2W
365.96
14.79
4.04
4W
382.14
-1.39
-0.36
8W
422.62
-41.87
-9.91
12W
501.88
-121.13
-24.14
26W
530.31
-149.56
-28.20
52W
480.03
-99.28
-20.68
Target
-30%
Morningstar Target
-30%
Analyst Target
-24%
Dividend Radar Fair Value
-3%
Trailing PE
14
Forward PE
11
Vs. 5 Year P/E (-23%)
77
Vs. 5 Year Dividend Yield
94
Expected PE based on ROIC and Growth
Dip
-30
52 Week Low
362
52 Week High
567
X
With 0% Margin of Safety
550.00
-167.63
-30.48%
My Fair Value
550.00
-167.63
-30.48%
Analyst Target
505.44
-123.07
-24.35%
Average Value
470.14
-87.77
-18.67%
+ Morningstar Value
550.00
-167.63
-30.48%
+ PE 15 Value
303.15
79.22
26.13%
- Average PE Value
0.00
0.00
0.00%
+ Avg Yield Value
557.26
-174.89
-31.38%
- Div Radar Value
382.37
0.00
0.00%