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Upturn AI SWOT - About
ELV 
Elevance Health Inc (ELV)
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Upturn Advisory Summary
09/16/2025: 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
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $370.44
1 Year Target Price $370.44
| 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 09/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 69.11B USD | Price to earnings Ratio 13.02 | 1Y Target Price 370.44 |
Price to earnings Ratio 13.02 | 1Y Target Price 370.44 | ||
Volume (30-day avg) 22 | Beta 0.6 | 52 Weeks Range 272.22 - 534.83 | Updated Date 09/16/2025 |
52 Weeks Range 272.22 - 534.83 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 2.14% | Basic EPS (TTM) 23.57 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.83% | Operating Margin (TTM) 5.29% |
Management Effectiveness
Return on Assets (TTM) 4.65% | Return on Equity (TTM) 12.42% |
Valuation
Trailing PE 13.02 | Forward PE 10.03 | Enterprise Value 91827588055 | Price to Sales(TTM) 0.37 |
Enterprise Value 91827588055 | Price to Sales(TTM) 0.37 | ||
Enterprise Value to Revenue 0.49 | Enterprise Value to EBITDA - | Shares Outstanding 225178000 | Shares Floating 224662646 |
Shares Outstanding 225178000 | Shares Floating 224662646 | ||
Percent Insiders 0.17 | Percent Institutions 93.25 |
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. It evolved through mergers and acquisitions, becoming Anthem and later rebranding to Elevance Health in 2022 to reflect a broader focus on health beyond insurance.
Core Business Areas
- Commercial & Specialty Business: Provides employer-sponsored and individual health plans, including medical, dental, vision, and pharmacy benefits.
- Government Business: Manages Medicare Advantage, Medicaid, and other government-sponsored health plans.
- Carelon: Carelon offers a range of integrated care delivery and care enablement solutions to support whole-person health. Carelon includes CarelonRx (pharmacy benefits and services) and operates independently of Elevance's insurance business.
Leadership and Structure
Gail K. Boudreaux is the President and CEO. The company has a hierarchical organizational structure with various business segments reporting to the executive leadership team. The board of directors provides overall governance.
Top Products and Market Share
Key Offerings
- Commercial Health Plans: Offers a variety of commercial health plans to employers and individuals, including HMOs, PPOs, and EPOs. Market share is significant, competing with UnitedHealth Group and Cigna. Estimated revenue contribution from this segment is substantial but not publicly broken down in total. Competitors: UnitedHealth Group (UNH), Cigna (CI), Aetna (CVS Health).
- Medicare Advantage Plans: Provides Medicare Advantage plans to eligible beneficiaries, offering comprehensive coverage and benefits. Elevance Health is a major player in the Medicare Advantage market, competing with Humana and UnitedHealthcare. Competitors: Humana (HUM), UnitedHealth Group (UNH).
- Medicaid Plans: Manages Medicaid plans for states, serving low-income individuals and families. Significant player in the Medicaid Managed Care industry. Competitors: Centene (CNC), UnitedHealth Group (UNH).
- CarelonRx: CarelonRx is a PBM offering prescription benefit management services including mail order pharmacy, specialty pharmacy and clinical services. CarelonRx market share trails behind market leaders such as CVS Caremark and Express Scripts. Competitors: CVS Caremark (CVS), Express Scripts (CI)
Market Dynamics
Industry Overview
The healthcare industry is undergoing significant transformation, driven by factors such as rising healthcare costs, increasing demand for value-based care, and technological advancements. The industry is competitive and highly regulated.
Positioning
Elevance Health is a leading health benefits company, positioned to capitalize on the growing demand for comprehensive healthcare solutions. Its scale, diversified business model, and focus on innovation provide competitive advantages.
Total Addressable Market (TAM)
The total addressable market for US health insurance is estimated to be over $1 trillion annually. Elevance Health is positioned to capture a significant portion of this market through its various business segments.
Upturn SWOT Analysis
Strengths
- Large membership base
- Diversified business model
- Strong brand recognition
- Extensive provider network
- Technological innovation
Weaknesses
- Exposure to regulatory changes
- High operating costs
- Dependence on government contracts
- Complexity of operations
- Integration Challenges
Opportunities
- Expansion into new markets
- Growth in Medicare Advantage and Medicaid
- Increased adoption of digital health solutions
- Strategic acquisitions
- Value-based care arrangements
Threats
- Increased competition
- Rising healthcare costs
- Regulatory scrutiny
- Cybersecurity risks
- Economic downturn
Competitors and Market Share
Key Competitors
- UnitedHealth Group (UNH)
- Cigna (CI)
- Humana (HUM)
- Centene (CNC)
Competitive Landscape
Elevance Health competes with other major health insurers based on price, network, product offerings, and quality of care. It aims to differentiate itself through innovation, value-based care, and digital health solutions.
Major Acquisitions
CareMore Health
- Year: 2011
- Acquisition Price (USD millions): 800
- Strategic Rationale: Expansion of care delivery capabilities and access to a specialized care model for seniors.
Beacon Health Options
- Year: 2019
- Acquisition Price (USD millions): 0
- Strategic Rationale: To expand behavioral health services.
Growth Trajectory and Initiatives
Historical Growth: Elevance Health has demonstrated consistent growth driven by organic expansion and acquisitions.
Future Projections: Analyst estimates project continued growth in revenue and earnings, driven by favorable industry trends and strategic initiatives. Financial analyst projections for future growth are not available without proper financial tools and research. Projections are subject to change.
Recent Initiatives: Recent initiatives include expanding digital health offerings, investing in value-based care models, and pursuing strategic acquisitions. Refer to press releases for specific details.
Summary
Elevance Health is a strong player in the health insurance market, leveraging its size and brand to compete effectively. Its diversified business model and focus on innovation are working well. However, it needs to remain vigilant about regulatory changes, rising costs, and increasing competition within the industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Elevance Health Investor Relations
- SEC Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is approximate and may vary based on source. Financial data requires access to up-to-date reports. Please consult a financial advisor before making any 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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