Healthcare Stock Presentation Gabe Hartnett,
Author : kittie-lecroy | Published Date : 2025-05-29
Description: Healthcare Stock Presentation Gabe Hartnett Pudong Zhang Michael Zhou Healthcare Companies SIM Portfolio Hold Overview Sector Recommendation Recap Healthcare sector weight in SP 500 is 1522 and weight is SIM portfolio is 1906 384
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Transcript:Healthcare Stock Presentation Gabe Hartnett,:
Healthcare Stock Presentation Gabe Hartnett, Pudong Zhang, Michael Zhou Healthcare Companies SIM Portfolio Hold Overview Sector Recommendation Recap Healthcare sector weight in S&P 500 is 15.22%, and weight is SIM portfolio is 19.06%, 3.84% higher than S&P 500. Recommended to overweight Healthcare to S&P 500 Preference to Pharmaceuticals and Health Care Providers Overview Source:Fidelity Source: Fidelity Overview Healthcare Stocks in SIM Portfolio Overview ROE Financial Analysis Source:Morningstar Elevance Health Inc. Elevance Health 5 Year Stock Price Growth Drivers Strong Telehealth business built throughout Covid-19 pandemic Many corporate clients as well as providing services for State Medicare/Medicaid plans Agile business model Potential Risks Several years of strong performance already Upcoming recession could potentially negatively impact business operations or customer base Elevance DCF Valuation Bristol Myers Squibb Overview Bristol Myers Squibb 5 Year Stock Price Growth Drivers Potential growth with new product portfolio High opportunities for mid and late-stage assets Great innovation for an early-stage pipeline Strong cash flow Potential risks Potential economic recession in the future New products patent issues New drug trial results affect the stock price of the company Bristol Myers Squibb Growth Drivers and Potential risks Bristol Myers Squibb McKesson Corporation McKesson 5 Year Stock Price Source：Google Finance Pestle Analysis and Sensitivity Analysis Growth Drivers Growing healthcare coverage Aging society Potential Risks Legal tangles Governmental regulation McKesson DCF Valuation Financial Analysis Stocks(BMY, ELY, MCK） vs. S&P 500 Source：Yahoo Finance Average 10 Year Net-Income Growth McKesson: 5.37% Elevance Health Inc: 4.07% Bristol-Myers Squibb: 3.15% Financial Analysis Business Drivers Stock Recommendations Recommendations 1 Source: www.alphaspread.com 190 bps left if we want to reach 3% over the S&P 500. Any Question?
