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Anthem Inc (ANTM) Stock Fundamental Analysis

NYSE:ANTM - New York Stock Exchange, Inc. - US0367521038 - Common Stock

482.58  +12.71 (+2.71%)

After market: 482.58 0 (0%)

Fundamental Rating

2

ANTM gets a fundamental rating of 2 out of 10. The analysis compared the fundamentals against 108 industry peers in the Health Care Providers & Services industry. ANTM may be in some trouble as it scores bad on both profitability and health. ANTM is quite expensive at the moment. It does show a decent growth rate.


Dividend Valuation Growth Profitability Health

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0

1. Profitability

1.1 Basic Checks

In the past year ANTM was profitable.
ANTM Yearly Net Income VS EBIT VS OCF VS FCFANTM Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2015 2016 2017 2018 2019 2020 2021 2B 4B 6B 8B 10B

1.2 Ratios

Industry RankSector Rank
ROA 6.21%
ROE 17.36%
ROIC N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ANTM Yearly ROA, ROE, ROICANTM Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2015 2016 2017 2018 2019 2020 2021 5 10 15

1.3 Margins

ANTM does not have Operating Margin and Gross Margin available, so we won't be analyzing them here.
Industry RankSector Rank
OM N/A
PM (TTM) 4.33%
GM N/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
ANTM Yearly Profit, Operating, Gross MarginsANTM Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2015 2016 2017 2018 2019 2020 2021 2 4 6

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1

2. Health

2.1 Basic Checks

ANTM does not have a ROIC to compare to the WACC, probably because it is not profitable.
The number of shares outstanding for ANTM has been reduced compared to 1 year ago.
The debt/assets ratio for ANTM is higher compared to a year ago.
ANTM Yearly Shares OutstandingANTM Yearly Shares OutstandingYearly Shares Outstanding 2015 2016 2017 2018 2019 2020 2021 50M 100M 150M 200M 250M
ANTM Yearly Total Debt VS Total AssetsANTM Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2015 2016 2017 2018 2019 2020 2021 20B 40B 60B 80B

2.2 Solvency

ANTM has a Debt/Equity ratio of 0.55. This is a neutral value indicating ANTM is somewhat dependend on debt financing.
Industry RankSector Rank
Debt/Equity 0.55
Debt/FCF N/A
Altman-Z N/A
ROIC/WACCN/A
WACC6.49%
ANTM Yearly LT Debt VS Equity VS FCFANTM Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2015 2016 2017 2018 2019 2020 2021 10B 20B 30B

2.3 Liquidity

Industry RankSector Rank
Current Ratio N/A
Quick Ratio N/A

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5

3. Growth

3.1 Past

The Earnings Per Share has grown by an nice 18.56% over the past year.
ANTM shows quite a strong growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 18.75% yearly.
The Revenue has grown by 15.87% in the past year. This is quite good.
ANTM shows quite a strong growth in Revenue. Measured over the last years, the Revenue has been growing by 10.28% yearly.
EPS 1Y (TTM)18.56%
EPS 3Y17.74%
EPS 5Y18.75%
EPS Q2Q%17.69%
Revenue 1Y (TTM)15.87%
Revenue growth 3Y14.59%
Revenue growth 5Y10.28%
Sales Q2Q%17.63%

3.2 Future

Based on estimates for the next years, ANTM will show a quite strong growth in Earnings Per Share. The EPS will grow by 12.81% on average per year.
Based on estimates for the next years, ANTM will show a small growth in Revenue. The Revenue will grow by 6.87% on average per year.
EPS Next Y12.48%
EPS Next 2Y12.93%
EPS Next 3Y13.13%
EPS Next 5Y12.81%
Revenue Next Year11.63%
Revenue Next 2Y8.34%
Revenue Next 3Y8.01%
Revenue Next 5Y6.87%

3.3 Evolution

The estimated forward EPS growth is still strong, although it is decreasing when compared to the stronger growth in the past years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
ANTM Yearly Revenue VS EstimatesANTM Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 50B 100B 150B
ANTM Yearly EPS VS EstimatesANTM Yearly EPS VS EstimatesYearly EPS VS Estimates 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 10 20 30 40

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2

4. Valuation

4.1 Price/Earnings Ratio

The Price/Earnings ratio is 17.74, which indicates a rather expensive current valuation of ANTM.
Compared to an average S&P500 Price/Earnings ratio of 29.53, ANTM is valued a bit cheaper.
A Price/Forward Earnings ratio of 14.57 indicates a correct valuation of ANTM.
ANTM's Price/Forward Earnings ratio indicates a valuation a bit cheaper than the S&P500 average which is at 22.65.
Industry RankSector Rank
PE 17.74
Fwd PE 14.57
ANTM Price Earnings VS Forward Price EarningsANTM Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA 12.45
ANTM Per share dataANTM EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 100 200 300 400 500

4.3 Compensation for Growth

ANTM's PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
A more expensive valuation may be justified as ANTM's earnings are expected to grow with 13.13% in the coming years.
PEG (NY)1.42
PEG (5Y)0.95
EPS Next 2Y12.93%
EPS Next 3Y13.13%

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3

5. Dividend

5.1 Amount

ANTM has a Yearly Dividend Yield of 1.09%. Purely for dividend investing, there may be better candidates out there.
Compared to an average S&P500 Dividend Yield of 2.27, ANTM's dividend is way lower than the S&P500 average.
Industry RankSector Rank
Dividend Yield 1.09%

5.2 History

On average, the dividend of ANTM grows each year by 14.64%, which is quite nice.
ANTM has been paying a dividend for over 5 years, so it has already some track record.
Dividend Growth(5Y)14.64%
Div Incr YearsN/A
Div Non Decr YearsN/A
ANTM Yearly Dividends per shareANTM Yearly Dividends per shareYearly Dividends per share 2015 2016 2017 2018 2019 2020 2021 2022 1 2 3 4

5.3 Sustainability

18.19% of the earnings are spent on dividend by ANTM. This is a low number and sustainable payout ratio.
ANTM's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP18.19%
EPS Next 2Y12.93%
EPS Next 3Y13.13%
ANTM Yearly Income VS Free CF VS DividendANTM Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2015 2016 2017 2018 2019 2020 2021 2B 4B 6B 8B
ANTM Dividend Payout.ANTM Dividend Payout, showing the Payout Ratio.ANTM Dividend Payout.PayoutRetained Earnings

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Anthem Inc

NYSE:ANTM (6/27/2022, 8:17:50 PM)

After market: 482.58 0 (0%)

482.58

+12.71 (+2.71%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupHealth Care Equipment & Services
GICS IndustryHealth Care Providers & Services
Earnings (Last)04-20 2022-04-20/bmo
Earnings (Next)07-20 2022-07-20/bmo
Inst Owners85.04%
Inst Owner Change-86.47%
Ins Owners0.23%
Ins Owner Change0%
Market Cap116.34B
Analysts81.29
Price Target576.53 (19.47%)
Short Float %N/A
Short RatioN/A
Dividend
Industry RankSector Rank
Dividend Yield 1.09%
Yearly Dividend4.52
Dividend Growth(5Y)14.64%
DP18.19%
Div Incr YearsN/A
Div Non Decr YearsN/A
Ex-DateN/A
Surprises & Revisions
EPS beat(2)N/A
Avg EPS beat(2)N/A
Min EPS beat(2)N/A
Max EPS beat(2)N/A
EPS beat(4)N/A
Avg EPS beat(4)N/A
Min EPS beat(4)N/A
Max EPS beat(4)N/A
EPS beat(8)N/A
Avg EPS beat(8)N/A
EPS beat(12)N/A
Avg EPS beat(12)N/A
EPS beat(16)N/A
Avg EPS beat(16)N/A
Revenue beat(2)N/A
Avg Revenue beat(2)N/A
Min Revenue beat(2)N/A
Max Revenue beat(2)N/A
Revenue beat(4)N/A
Avg Revenue beat(4)N/A
Min Revenue beat(4)N/A
Max Revenue beat(4)N/A
Revenue beat(8)N/A
Avg Revenue beat(8)N/A
Revenue beat(12)N/A
Avg Revenue beat(12)N/A
Revenue beat(16)N/A
Avg Revenue beat(16)N/A
PT rev (1m)N/A
PT rev (3m)N/A
EPS NQ rev (1m)N/A
EPS NQ rev (3m)N/A
EPS NY rev (1m)N/A
EPS NY rev (3m)N/A
Revenue NQ rev (1m)N/A
Revenue NQ rev (3m)N/A
Revenue NY rev (1m)N/A
Revenue NY rev (3m)N/A
Valuation
Industry RankSector Rank
PE 17.74
Fwd PE 14.57
P/S 0.81
P/FCF N/A
P/OCF N/A
P/B 3.23
P/tB N/A
EV/EBITDA 12.45
EPS(TTM)27.21
EY5.64%
EPS(NY)33.12
Fwd EY6.86%
FCF(TTM)N/A
FCFYN/A
OCF(TTM)N/A
OCFYN/A
SpS598.75
BVpS149.22
TBVpSN/A
PEG (NY)1.42
PEG (5Y)0.95
Profitability
Industry RankSector Rank
ROA 6.21%
ROE 17.36%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) 4.33%
GM N/A
FCFM N/A
ROA(3y)N/A
ROA(5y)N/A
ROE(3y)N/A
ROE(5y)N/A
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexcg growth 3Y0%
ROICexcg growth 5Y0%
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3YN/A
GM growth 5YN/A
F-Score7
Asset Turnover1.44
Health
Industry RankSector Rank
Debt/Equity 0.55
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr N/A
Cap/Sales N/A
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-Score7
WACC6.49%
ROIC/WACCN/A
Cap/Depr(3y)N/A
Cap/Depr(5y)N/A
Cap/Sales(3y)N/A
Cap/Sales(5y)N/A
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)18.56%
EPS 3Y17.74%
EPS 5Y18.75%
EPS Q2Q%17.69%
EPS Next Y12.48%
EPS Next 2Y12.93%
EPS Next 3Y13.13%
EPS Next 5Y12.81%
Revenue 1Y (TTM)15.87%
Revenue growth 3Y14.59%
Revenue growth 5Y10.28%
Sales Q2Q%17.63%
Revenue Next Year11.63%
Revenue Next 2Y8.34%
Revenue Next 3Y8.01%
Revenue Next 5Y6.87%
EBIT growth 1YN/A
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next YearN/A
EBIT Next 3YN/A
EBIT Next 5YN/A
FCF growth 1YN/A
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1YN/A
OCF growth 3YN/A
OCF growth 5YN/A