Seeking Stocks With Vitality In The Volatile Healthcare Sector

Feb. 25, 2025 11:06 AM ET, , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , ,
AllianceBernstein (AB)
4.88K Followers
(5min)

Summary

  • Investors cooled to the healthcare sector in 2024, which dramatically trailed global and US equity markets for the year.
  • any investors are now asking: how will the policy changes under a new US administration affect healthcare companies?
  • Even as the healthcare sector’s price/earnings valuations have fallen, earnings estimates have trended significantly higher.
  • we think active equity investors can still find healthcare companies with strong growth potential - and at historically compelling prices.

Close-up Shot of a Doctor"s Hand Pointing on Brain Scan Images on Digital Tablet

Tom Werner

By Vinay Thapar, CFA

Healthcare Stock Valuations Are Compelling, Given Strong Fundamentals

Investors cooled to the healthcare sector in 2024, which dramatically trailed global and US equity markets for the year. As a result, the sector’s share of the MSCI

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