ANTM:NYE-Anthem, Inc (USD)

COMMON STOCK | Healthcare Plans | NYE

Last Closing Price

USD 313.90

Change

+2.38 (+0.76)%

Market Cap

USD 77.48B

Volume

1.36M

Average Target Price

USD 343.09 (+9.30%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

Anthem, Inc., through its subsidiaries, operates as a health benefits company in the United States. It operates through three segments: Commercial & Specialty Business, Government Business, and Other. The company offers a spectrum of network-based managed care health benefit plans to large and small group, individual, Medicaid, and Medicare markets. Its managed care plans include preferred provider organizations; health maintenance organizations; point-of-service plans; traditional indemnity plans and other hybrid plans, such as consumer-driven health plans; and hospital only and limited benefit products. The company also provides a range of managed care services to self-funded customers, including claims processing, underwriting, stop loss insurance, actuarial services, provider network access, medical cost management, disease management, wellness programs, and other administrative services. In addition, it offers an array of specialty and other insurance products and services, such as dental, vision, life and disability insurance benefits, radiology benefit management, and analytics-driven personal health care guidance; and Medicare administrative services. Further, the company provides services to the federal government in connection with the Federal Employee Program; and operates as a licensee of the Blue Cross and Blue Shield Association. As of December 31, 2019, it served 41 million medical members through its affiliated health plans. Anthem, Inc. has a strategic relationship with Quest Diagnostics Incorporated to develop various outcomes-based programs for enhanced health care experience for consumers and providers. The company was formerly known as WellPoint, Inc. and changed its name to Anthem, Inc. in December 2014. Anthem, Inc. was founded in 1944 and is headquartered in Indianapolis, Indiana.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-12-01 )

Largest Industry Peers for Healthcare Plans

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
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+4.85 (+1.44%)

USD319.13B 19.32 12.79
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CI Cigna Corporation

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USD75.56B 14.68 N/A
HUM Humana Inc

+5.20 (+1.30%)

USD53.01B 12.84 N/A
CNC Centene Corporation

+1.22 (+1.98%)

USD35.74B 16.34 8.33
MOH Molina Healthcare, Inc

+3.07 (+1.50%)

USD12.10B 15.37 7.14
GTS Triple-S Management Corporatio..

+0.42 (+1.87%)

USD0.53B 9.69 N/A

ETFs Containing ANTM

Symbol Name Weight Mer Price(Change) Market Cap
BIV Vanguard Intermediate-Ter.. 0.00 % 0.05 %

-0.46 (-0.49%)

USD40.08B
FSWD:LSE iShares Edge MSCI World M.. 0.00 % 0.50 %

+4.38 (+0.74%)

N/A
IBCZ:XETRA iShares Edge MSCI World M.. 0.00 % 0.50 %

+0.05 (+0.79%)

N/A
IBCY:XETRA iShares Edge MSCI USA Mul.. 0.00 % 0.35 %

+0.05 (+0.66%)

USD0.09B
IS07:F iShares Edge MSCI World M.. 0.00 % 0.55 %

+0.08 (+1.28%)

N/A
IBCZ:F iShares Edge MSCI World M.. 0.00 % 0.50 %

+0.05 (+0.70%)

N/A
IBCY:F iShares Edge MSCI USA Mul.. 0.00 % 0.35 %

+0.05 (+0.78%)

USD0.09B
UFSD:LSE iShares Edge MSCI USA Mul.. 0.00 % 0.35 %

+0.08 (+1.42%)

USD0.09B
FSUS:LSE iShares Edge MSCI USA Mul.. 0.00 % 0.35 %

+4.50 (+0.72%)

USD0.07B
IHF iShares U.S. Healthcare P.. 0.00 % 0.43 %

+1.53 (+0.68%)

USD0.91B
ACWF iShares MSCI Global Multi.. 0.00 % 0.35 %

+0.54 (+1.69%)

USD0.08B
FHI Federated Hermes, Inc 0.00 % 0.00 %

+0.21 (+0.78%)

N/A
EVSTC Eaton Vance Stock NextSha.. 0.00 % 0.65 %

N/A

USD6.90M
SPVU Invesco S&P 500 Enhanced .. 0.00 % 0.13 %

+0.49 (+1.53%)

USD0.07B
PBI Pitney Bowes Inc 0.00 % 0.00 %

-0.10 (-1.75%)

USD0.99B
LRGF iShares MSCI USA Multifac.. 0.00 % 0.20 %

+0.35 (+0.97%)

USD0.79B
IS07:XETRA iShares Edge MSCI World M.. 0.00 % 0.55 %

+0.10 (+1.55%)

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Healthcare Plans)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 3.93% 43% F 65% D
Dividend Return 0.94% 60% D- 24% F
Total Return 4.87% 43% F 62% D-
Trailing 12 Months  
Capital Gain 9.68% 50% F 70% C-
Dividend Return 1.28% 60% D- 27% F
Total Return 10.96% 50% F 69% D+
Trailing 5 Years  
Capital Gain 142.52% 63% D 90% A-
Dividend Return 11.09% 80% B- 35% F
Total Return 153.61% 63% D 90% A-
Average Annual (5 Year Horizon)  
Capital Gain 21.10% N/A N/A 91% A-
Dividend Return 1.54% N/A N/A 44% F
Total Return 22.64% N/A N/A 91% A-
Risk Return Profile  
Volatility (Standard Deviation) 22.48% N/A N/A 34% F
Risk Adjusted Return 100.73% N/A N/A 91% A-
Market Capitalization 77.48B 75% C 97% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Healthcare Plans)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 16.09 38% F 56% F
Price/Book Ratio 2.27 50% F 38% F
Price / Cash Flow Ratio 12.78 50% F 31% F
EV/EBITDA N/A N/A N/A N/A N/A
Management Effectiveness  
Return on Equity 15.19% 63% D 82% B-
Return on Invested Capital 14.39% 75% C 84% B
Return on Assets 6.19% 63% D 86% B
Debt to Equity Ratio 56.06% 75% C 57% F
Technical Ratios  
Short Ratio 2.34 63% D 45% F
Short Percent 1.42% 63% D 77% C+
Beta 0.97 13% F 58% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Low debt

The company is less leveraged than its peers ,, and is among the top quartile, which makes it more flexible. However, do check the news and look at its sector. Sometimes this is low because the company is not growing and has no growth potential.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector