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Upturn AI SWOT - About
EVH 
Evolent Health Inc (EVH)
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Upturn Advisory Summary
04/01/2025: EVH (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -1.47% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.13B USD | Price to earnings Ratio - | 1Y Target Price 15.33 |
Price to earnings Ratio - | 1Y Target Price 15.33 | ||
Volume (30-day avg) 2856123 | Beta 1.49 | 52 Weeks Range 8.35 - 33.63 | Updated Date 04/2/2025 |
52 Weeks Range 8.35 - 33.63 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.82 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -2.41% | Operating Margin (TTM) -0.09% |
Management Effectiveness
Return on Assets (TTM) 0.06% | Return on Equity (TTM) -5.06% |
Valuation
Trailing PE - | Forward PE 23.04 | Enterprise Value 1738072312 | Price to Sales(TTM) 0.44 |
Enterprise Value 1738072312 | Price to Sales(TTM) 0.44 | ||
Enterprise Value to Revenue 0.68 | Enterprise Value to EBITDA 21.71 | Shares Outstanding 116591000 | Shares Floating 113203505 |
Shares Outstanding 116591000 | Shares Floating 113203505 | ||
Percent Insiders 1.96 | Percent Institutions 107.06 |
Analyst Ratings
Rating 4.56 | Target Price 23.75 | Buy 5 | Strong Buy 10 |
Buy 5 | Strong Buy 10 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Evolent Health Inc
Company Overview
History and Background
Evolent Health Inc. was founded in 2011. It partners with health plans and providers to improve clinical and financial outcomes through population health management and value-based care solutions. Initially focused on serving health plans, it expanded to provider organizations.
Core Business Areas
- Evolent Health Services: Offers technology and administrative services, including claims processing, utilization management, and quality reporting, to support value-based care programs.
- New Century Health (Specialty Care Management): Provides specialty care management services focused on oncology and cardiology, supporting both health plans and providers in improving care quality and reducing costs.
- Identifi (Analytics Platform): A data and analytics platform offering insights into population health trends, helping clients manage risk and improve care delivery.
Leadership and Structure
Evolent Health is led by CEO John Johnson. The organizational structure includes business units focused on health plan services, specialty care management, and technology platforms. Key leaders oversee finance, operations, and strategy.
Top Products and Market Share
Key Offerings
- Evolent Health Services (Administrative and Clinical Solutions): Provides a suite of administrative and clinical solutions including claims processing, utilization management, and value-based program support. Competitors: Cognizant, Optum, Accretive Health. Estimated revenue attributed cannot be determined without access to internal financial data.
- New Century Health (Specialty Care Management): Specialty care management services in oncology and cardiology. Competitors: AIM Specialty Health (Anthem), Magellan Healthcare. Market share is difficult to ascertain without proprietary market data; revenue attributed cannot be determined without access to internal financial data.
- Identifi (Analytics Platform): Data and analytics platform for population health. Competitors: Arcadia, Innovaccer. Market share is difficult to ascertain without proprietary market data; revenue attributed cannot be determined without access to internal financial data.
Market Dynamics
Industry Overview
The healthcare industry is undergoing a shift towards value-based care, with increasing emphasis on population health management and data analytics. There is an increasing need for technology and services that help providers and health plans manage risk, improve care quality, and reduce costs.
Positioning
Evolent Health is positioned as a partner for health plans and providers in the transition to value-based care, offering technology, services, and expertise to manage complex populations and improve outcomes. It differentiates itself through its focus on both health plan and provider markets and comprehensive solutions.
Total Addressable Market (TAM)
The TAM for value-based care enablement is estimated to be in the tens of billions of dollars, encompassing technology, services, and risk-bearing arrangements. Evolent Health is positioned to capture a portion of this market through its integrated solutions, but specific projections are dependent on market growth rates and Evolent's competitive position.
Upturn SWOT Analysis
Strengths
- Comprehensive Value-Based Care Solutions
- Strong Technology Platform (Identifi)
- Specialty Care Expertise (New Century Health)
- Partnerships with Major Health Plans and Providers
Weaknesses
- Dependence on Key Client Relationships
- Competition from Larger, More Diversified Companies
- Execution Risk in Implementing Complex Solutions
- Potential for Regulatory Changes Impacting Value-Based Care
Opportunities
- Expansion into New Geographic Markets
- Increased Adoption of Value-Based Care Models
- Development of New Technology Solutions
- Acquisition of Complementary Businesses
Threats
- Changes in Healthcare Regulations (e.g., ACA)
- Increased Competition from Established Players
- Economic Downturn Impacting Healthcare Spending
- Cybersecurity Risks and Data Breaches
Competitors and Market Share
Key Competitors
- UNH
- HUM
- CVS
Competitive Landscape
Evolent Health's advantages include its specialized focus on value-based care enablement and its strong technology platform. Disadvantages include competition from larger, more diversified companies with greater financial resources and established relationships.
Major Acquisitions
New Century Health
- Year: 2018
- Acquisition Price (USD millions): 650
- Strategic Rationale: Enhanced Evolent's specialty care management capabilities, particularly in oncology and cardiology, providing a more comprehensive suite of value-based care solutions.
Growth Trajectory and Initiatives
Historical Growth: Evolent Health has experienced growth driven by the expansion of value-based care models and partnerships with health plans and providers.
Future Projections: Analysts predict continued growth for Evolent Health, driven by its strong market position and the increasing demand for value-based care solutions. However, specific growth rates are dependent on market conditions and competitive dynamics.
Recent Initiatives: Recent initiatives include expanding its specialty care management offerings, enhancing its technology platform, and forging new partnerships with health plans and providers.
Summary
Evolent Health has established itself as a notable player in value-based care, aided by a strong data and analytics platform. Its New Century Health acquisition significantly strengthened its specialty care expertise. The company must navigate a competitive market dominated by larger players and the ever-changing regulatory landscape. Maintaining client relationships and staying innovative will be key to sustained growth.
Similar Companies
ACN
Accenture plc
ACN
Accenture plc
CVS
CVS Health Corp
CVS
CVS Health Corp
DXC
DXC Technology Co
DXC
DXC Technology Co
HUM
Humana Inc
HUM
Humana Inc
UNH
UnitedHealth Group Incorporated
UNH
UnitedHealth Group Incorporated
Sources and Disclaimers
Data Sources:
- Company Website
- Analyst Reports
- SEC Filings
- Market Research Reports
Disclaimers:
This analysis is based on available information and estimates. Actual results may vary. This is not financial advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Evolent Health Inc
Exchange NYSE | Headquaters Arlington, VA, United States | ||
IPO Launch date 2015-06-05 | Co-Founder, CEO & Director Mr. Seth Barrie Blackley | ||
Sector Healthcare | Industry Health Information Services | Full time employees 4500 | Website https://www.evolent.com |
Full time employees 4500 | Website https://www.evolent.com | ||
Evolent Health, Inc., through its subsidiary, Evolent Health LLC, offers specialty care management services in oncology, cardiology, and musculoskeletal markets in the United States. The company provides integrated platform for health plan administration and value-based business infrastructure. It offers administrative services, such as health plan services, pharmacy benefits management, risk management, analytics and reporting, and leadership and management; and Identifi, a proprietary technology system that aggregates and analyzes data, manages care workflows, and engages patients. In addition, the company provides holistic total cost of care management; and Machinify Auth, a software platform that leverages advances in artificial intelligence. Evolent Health, Inc. was founded in 2011 and is headquartered in Arlington, Virginia.
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