WallStSmart

Alignment Healthcare LLC (ALHC)vsHumana Inc (HUM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Humana Inc generates 3184% more annual revenue ($129.66B vs $3.95B). HUM leads profitability with a 0.9% profit margin vs -0.0%. HUM earns a higher WallStSmart Score of 58/100 (C).

ALHC

Hold

40

out of 100

Grade: F

Growth: 8.0Profit: 2.5Value: 5.0Quality: 6.8
Piotroski: 5/9Altman Z: 3.87

HUM

Buy

58

out of 100

Grade: C

Growth: 5.3Profit: 4.0Value: 7.3Quality: 8.5
Piotroski: 4/9Altman Z: 4.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ALHC.

HUMSignificantly Overvalued (-162.4%)

Margin of Safety

-162.4%

Fair Value

$66.84

Current Price

$174.24

$107.40 premium

UndervaluedFair: $66.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALHC2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
44.4%10/10

Revenue surging 44.4% year-over-year

Altman Z-ScoreHealth
3.8710/10

Safe zone — low bankruptcy risk

HUM4 strengths · Avg: 9.0/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Altman Z-ScoreHealth
4.3710/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.998/10

Growing faster than its price suggests

P/E RatioValuation
17.5x8/10

Attractively priced relative to earnings

Areas to Watch

ALHC4 concerns · Avg: 3.0/10
Price/BookValuation
20.0x4/10

Trading at 20.0x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Return on EquityProfitability
-0.7%2/10

ROE of -0.7% — below average capital efficiency

Free Cash FlowQuality
$-66.63M2/10

Negative free cash flow — burning cash

HUM4 concerns · Avg: 2.5/10
Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Profit MarginProfitability
0.9%3/10

0.9% margin — thin

EPS GrowthGrowth
-59.3%2/10

Earnings declined 59.3%

Free Cash FlowQuality
$-1.85B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : ALHC

The strongest argument for ALHC centers on Revenue Growth, Altman Z-Score. Revenue growth of 44.4% demonstrates continued momentum.

Bull Case : HUM

The strongest argument for HUM centers on Price/Book, Altman Z-Score, PEG Ratio. Revenue growth of 11.3% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.

Bear Case : ALHC

The primary concerns for ALHC are Price/Book, EPS Growth, Return on Equity.

Bear Case : HUM

The primary concerns for HUM are Return on Equity, Profit Margin, EPS Growth. Thin 0.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

ALHC profiles as a hypergrowth stock while HUM is a value play — different risk/reward profiles.

ALHC carries more volatility with a beta of 1.19 — expect wider price swings.

ALHC is growing revenue faster at 44.4% — sustainability is the question.

ALHC generates stronger free cash flow (-67M), providing more financial flexibility.

Bottom Line

HUM scores higher overall (58/100 vs 40/100) and 11.3% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Alignment Healthcare LLC

HEALTHCARE · HEALTHCARE PLANS · USA

Alignment Healthcare, Inc. provides a consumer-centric platform that provides personalized healthcare to seniors in the United States. The company is headquartered in Orange, California.

Humana Inc

HEALTHCARE · HEALTHCARE PLANS · USA

Humana Inc. is a for-profit American health insurance company based in Louisville, Kentucky.

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