Elevance Health ($ELV) : A Better Buy Than UnitedHealth ($UNH)?

Many investors are familiar with the powerful investment thesis for UnitedHealth Group ($UNH), but what if a better opportunity is hiding in plain sight? In this deep-dive Elevance Health ($ELV) stock analysis, we explore why this healthcare giant has a similar long-term thesis to UNH, but with a massive, overlooked catalyst on the horizon: the significant repricing of its Medicaid and ACA plans set for 2026. This video will deconstruct the entire Elevance Health investment thesis, explain this upcoming catalyst in detail, and make the case for why $ELV might be the smarter healthcare stock to buy right now.

Chapters :

(00:00) Intro
(00:19) $ELV : Overview
(04:06) $ELV : Q2 2025 Earnings Review
(09:42) $ELV : Valuation
(11:35) $ELV : Investment Thesis

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