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Upturn AI SWOT - About
ELV 
Elevance Health Inc (ELV)
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Upturn Advisory Summary
06/30/2025: ELV (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
22 Analysts rated it
Highly popular stock, broad analyst coverage, trusted insights, strong investor interest.
1 Year Target Price $500.75
1 Year Target Price $500.75
| 13 | Strong Buy |
| 5 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -14.41% | Avg. Invested days 51 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 86.19B USD | Price to earnings Ratio 14.84 | 1Y Target Price 500.75 |
Price to earnings Ratio 14.84 | 1Y Target Price 500.75 | ||
Volume (30-day avg) 22 | Beta 0.62 | 52 Weeks Range 355.88 - 558.44 | Updated Date 06/30/2025 |
52 Weeks Range 355.88 - 558.44 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 1.79% | Basic EPS (TTM) 25.71 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.23% | Operating Margin (TTM) 6.42% |
Management Effectiveness
Return on Assets (TTM) 4.93% | Return on Equity (TTM) 14.18% |
Valuation
Trailing PE 14.84 | Forward PE 11.1 | Enterprise Value 108694790554 | Price to Sales(TTM) 0.47 |
Enterprise Value 108694790554 | Price to Sales(TTM) 0.47 | ||
Enterprise Value to Revenue 0.59 | Enterprise Value to EBITDA - | Shares Outstanding 225935008 | Shares Floating 225423988 |
Shares Outstanding 225935008 | Shares Floating 225423988 | ||
Percent Insiders 0.17 | Percent Institutions 93.12 |
Analyst Ratings
Rating 5 | Target Price 500.75 | Buy 5 | Strong Buy 13 |
Buy 5 | Strong Buy 13 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Elevance Health Inc
Company Overview
History and Background
Elevance Health Inc., formerly Anthem, Inc., was founded in 1944 as Mutual Medical Insurance, Inc. and Mutual Hospital Insurance, Inc. It became Anthem in 2004 after a merger. The company rebranded as Elevance Health in 2022 to reflect a broader focus on health beyond traditional insurance.
Core Business Areas
- Commercial & Specialty Business: Provides a variety of network-based managed care plans to large and small employers, individual consumers, and labor unions. Includes medical, pharmacy, dental, vision, and behavioral health benefits.
- Government Business: Focuses on government-sponsored programs, including Medicaid, Medicare, and Dual Eligible Special Needs Plans (D-SNPs). Provides healthcare services to individuals eligible for government assistance.
- Carelon: Carelon focuses on providing care delivery, pharmacy, and behavioral health solutions.
Leadership and Structure
Gail K. Boudreaux is the President and CEO. The company has a board of directors and operates with a divisional structure, with leaders overseeing each of the core business areas.
Top Products and Market Share
Key Offerings
- Commercial Health Plans: Offers a range of commercial health insurance plans, including HMOs, PPOs, and EPOs. Elevance Health's market share in this segment is significant but varies by region. Competitors include UnitedHealth Group, Cigna, and Aetna. Revenue is not independently reported.
- Medicare Advantage Plans: Provides Medicare Advantage plans to seniors. Significant player in the Medicare Advantage market. Competitors include UnitedHealth Group, Humana, and CVS Health (Aetna). Revenue is not independently reported.
- Medicaid Managed Care: Offers Medicaid managed care plans, providing healthcare services to low-income individuals and families. Competitors in this market include Centene, UnitedHealth Group, and Molina Healthcare. Revenue is not independently reported.
- Pharmacy Benefit Management: Offers pharmacy benefits management services through CarelonRx. Competitors include CVS Caremark, Express Scripts and OptumRx.
Market Dynamics
Industry Overview
The healthcare industry is dynamic, facing challenges such as rising costs, regulatory changes, technological advancements, and increasing consumer demands. Consolidation and vertical integration are ongoing trends.
Positioning
Elevance Health is one of the largest health insurance companies in the U.S., with a strong presence in both commercial and government markets. Its competitive advantages include a large network of providers, brand recognition, and data analytics capabilities.
Total Addressable Market (TAM)
The total addressable market for health insurance in the US is estimated to be worth over $4 trillion annually. Elevance Health captures a significant portion of this market, positioned strongly in managed care and government programs.
Upturn SWOT Analysis
Strengths
- Large membership base
- Strong brand recognition
- Extensive provider network
- Diversified business segments
- Strong financial performance
Weaknesses
- Exposure to regulatory changes
- Dependence on government programs
- Complex organizational structure
- Integration challenges with acquisitions
Opportunities
- Expanding into new geographic markets
- Growing Medicare Advantage business
- Leveraging technology for cost reduction
- Increasing focus on value-based care
- Expanding telehealth offerings
Threats
- Increasing competition
- Rising healthcare costs
- Regulatory changes (e.g., Affordable Care Act)
- Cybersecurity threats
- Economic downturns
Competitors and Market Share
Key Competitors
- UNH
- HUM
- CI
- MOH
Competitive Landscape
Elevance Health is a major player in the health insurance industry, competing with other large insurers on price, coverage, and network. The company's focus on government programs provides a competitive advantage.
Major Acquisitions
Carelon Health
- Year: 2021
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expand primary care services and value-based care models. Carelon Health is a rebrand of Anthem's existing care services.
BioPlus
- Year: 2023
- Acquisition Price (USD millions): 0
- Strategic Rationale: The BioPlus acquisition is aimed to expand the reach and service capabilities of IngenioRx, Elevance Health's pharmacy benefits manager (PBM).
Growth Trajectory and Initiatives
Historical Growth: Elevance Health has grown through organic growth and acquisitions.
Future Projections: Analysts project continued revenue growth driven by increasing enrollment in Medicare Advantage and Medicaid plans. EPS is expected to grow in the mid-single digits.
Recent Initiatives: Recent initiatives include investments in digital health, partnerships with healthcare providers, and acquisitions of companies in related fields.
Summary
Elevance Health is a strong company with a large membership base and diversified business segments. Its focus on government programs and investments in digital health are positive trends. However, the company faces challenges such as rising healthcare costs and regulatory uncertainty. Elevance Health needs to stay on top of competitors, regulatory changes, cybersecurity, healthcare costs and make sure they have a strong market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Elevance Health Investor Relations
- SEC Filings
- Analyst Reports
- Company Website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Market conditions can change rapidly, affecting the accuracy of the data presented. Please conduct your own research before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Elevance Health Inc
Exchange NYSE | Headquaters Indianapolis, IN, United States | ||
IPO Launch date 2001-01-02 | President, CEO & Director Ms. Gail Koziara Boudreaux | ||
Sector Healthcare | Industry Healthcare Plans | Full time employees 104200 | Website https://www.elevancehealth.com |
Full time employees 104200 | Website https://www.elevancehealth.com | ||
Elevance Health, Inc., together with its subsidiaries, operates as a health benefits company in the United States. It operates in four segments: Health Benefits, CarelonRx, Carelon Services, and Corporate & Other. The company offers a variety of health plans and services to individual, employer group risk-based and fee-based, BlueCard, Medicare, Medicaid, and FEP members; health products; a broad array of fee-based administrative managed care services; and specialty and other insurance products and services, such as stop loss, dental, vision, and supplemental health insurance benefits. It also operates in the pharmacy services business; and markets and offers pharmacy services, including home delivery and specialty pharmacies, claims adjudication, formulary management, pharmacy networks, rebate administration, a prescription drug database, and member services, as well as infusion services and injectable therapies through ambulatory infusion centers. In addition, the company provides healthcare related services and capabilities, including specialty care enablement and utilization management support for specialized clinical domains; behavioral health and comprehensive care management services; palliative care services and management; virtual care; and payment integrity, subrogation, clinical data exchange through its HealthOS platform, research and data, reporting and clinical analytics, information technology, and business process support services, as well as manages home health, post-acute institutional management, and durable medical equipment costs; and supports plans in managing home and community-based services. It provides its services under the Anthem Blue Cross and Blue Shield, Wellpoint, and Carelon brands. The company was formerly known as Anthem, Inc. and changed its name to Elevance Health, Inc. in June 2022. Elevance Health, Inc. was incorporated in 2001 and is headquartered in Indianapolis, Indiana.
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