Summary
Evolent Health Q2 Earnings Review: Debt Is Distressing, But Business Is Booming
Evolent Health, Inc. is awarded a contrarian Buy rating despite extreme indebtedness and recent net losses. EVH trades at a deeply distressed valuation (~0.2x forward sales) due to ~$967m long-term debt and persistent GAAP losses. Management projects >25% revenue growth and adjusted EBITDA ≥$150m in 2027, aiming to improve leverage and capital structure.
Evolent Health Q2 Earnings Call Highlights
Evolent Health NYSE: EVH reported second-quarter revenue of $653 million, up 31% from the first quarter, and adjusted EBITDA of $28 million, up 27% sequentially, as the company benefited from the May launch of its Highmark partnership and continued growth in its Performance Suite business.
Evolent Health, Inc. (EVH) Q2 2026 Earnings Call Transcript
Evolent Health, Inc. (EVH) Q2 2026 Earnings Call Transcript
Evolent Health Inc. Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Curtis Ellergodt Rothschild Investment LLC | 670 | $3,687.05 | $2,063.6 | -$1,623.45 | -44.03% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,000 | $50,241.85 | $8,200 | -$42,041.85 | -83.68% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 32,288 | $73,616.64 | $127,537.6 | $53,920.96 | 73.25% |
| BG Bart Gancher Intech Investment Management LLC | 23,483 | $207,045.23 | $93,110.09 | -$113,935.14 | -55.03% |
| SR Shantelle Reidy Ironwood Investment Management LLC | 49,408 | $742,332.66 | $231,229.44 | -$511,103.22 | -68.85% |
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Evolent Health Inc. Profile
| Health Care Technology Industry | Healthcare Sector | Seth Barrie Blackley CEO | NYSE Exchange | 30050B101 CUSIP |
| US Country | 4,200 Employees | - Last Dividend | - Last Split | 5 Jun 2015 IPO Date |
Overview
Evolent Health, Inc., through its subsidiary, Evolent Health LLC, specializes in providing specialty care management services targeted at oncology, cardiology, and musculoskeletal markets across the United States. With a focus on transforming the healthcare delivery system, the company leverages its platform for health plan administration and value-based care to enhance the efficiency and quality of healthcare services. Founded in 2011, Evolent Health is dedicated to supporting healthcare organizations in managing their populations and navigating the complex healthcare environment. The company is headquartered in Arlington, Virginia, positioning itself as a key player in the healthcare sector by offering innovative solutions designed to improve patient outcomes and reduce healthcare costs.
Products and Services
Evolent Health, Inc. offers a comprehensive suite of products and services that cater to the various needs of healthcare organizations, including:
- Administrative Services: This includes a range of services such as health plan services, pharmacy benefits management, risk management, analytics and reporting, as well as leadership and management support. These services are designed to streamline healthcare administrative processes, thereby enabling healthcare providers to focus on delivering quality care.
- Identifi: Identifi is Evolent Health's proprietary technology system that aggregates and analyzes data to support care management workflows and patient engagement. This innovative platform plays a crucial role in the company's ability to deliver personalized and efficient care management solutions by providing actionable insights, optimizing care delivery, and improving patient outcomes.
- Total Cost of Care Management: Evolent Health takes a holistic approach to managing the total cost of care. By integrating a variety of strategies and services, the company aims to address the full spectrum of care needs while controlling healthcare spending. This includes implementing value-based care models that focus on quality and cost-effectiveness to deliver better health outcomes at lower costs.
