StockStory backs Humana and Elevance Health, flags ICU Medical on profitability concerns

StockStory said on May 13, 2026, that Humana Inc. (NYSE: HUM) and Elevance Health Inc. (NYSE: ELV) are profitable health care stocks with competitive potential, while urging caution on ICU Medical Inc. (NASDAQ: ICUI). ICU Medical, which makes infusion therapy, vascular access and critical care products, posted a trailing 12-month GAAP operating margin of 5.1%. Its shares were cited at $125.29, implying a 14.8 times forward price-to-earnings ratio. Humana, which derives more than 80% of revenue from federal government contracts and serves about 17 million members, reported a 1.8% trailing 12-month GAAP operating margin. Shares were cited at $271.06, or 23.4 times forward earnings. Elevance Health, with about 47 million medical members, posted a 3.9% trailing 12-month GAAP operating margin and traded at $372.50, or 14.2 times forward earnings.