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ELV 
Elevance Health Inc (ELV)
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Upturn Advisory Summary
01/08/2026: ELV (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 $391.21
1 Year Target Price $391.21
| 13 | Strong Buy |
| 5 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.16% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 01/08/2026 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 82.57B USD | Price to earnings Ratio 14.95 | 1Y Target Price 391.21 |
Price to earnings Ratio 14.95 | 1Y Target Price 391.21 | ||
Volume (30-day avg) 22 | Beta 0.52 | 52 Weeks Range 270.83 - 451.93 | Updated Date 01/8/2026 |
52 Weeks Range 270.83 - 451.93 | Updated Date 01/8/2026 | ||
Dividends yield (FY) 1.82% | Basic EPS (TTM) 24.53 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 2.84% | Operating Margin (TTM) 3.46% |
Management Effectiveness
Return on Assets (TTM) 4.24% | Return on Equity (TTM) 12.57% |
Valuation
Trailing PE 14.95 | Forward PE 12.99 | Enterprise Value 104881732004 | Price to Sales(TTM) 0.42 |
Enterprise Value 104881732004 | Price to Sales(TTM) 0.42 | ||
Enterprise Value to Revenue 0.54 | Enterprise Value to EBITDA - | Shares Outstanding 222238763 | Shares Floating 221754282 |
Shares Outstanding 222238763 | Shares Floating 221754282 | ||
Percent Insiders 0.17 | Percent Institutions 91.88 |
Upturn AI SWOT
Elevance Health Inc
Company Overview
History and Background
Elevance Health Inc. was founded in 1944 as Blue Cross and Blue Shield of Indiana. It has undergone several name changes and mergers, most notably becoming Anthem Inc. in 2004 after merging with WellPoint Health Networks. In January 2022, Anthem Inc. officially rebranded to Elevance Health Inc. to better reflect its expanded focus on whole health and its role as a health company, not just an insurance provider. Key milestones include its initial public offering (IPO) in 2001 and a series of strategic acquisitions to broaden its healthcare services and reach.
Core Business Areas
- Health Insurance: Provides a wide range of health insurance plans, including medical, dental, and vision coverage, to individuals, families, and employers across the United States. This includes commercial, Medicare, and Medicaid plans.
- Pharmacy Benefit Management (PBM): Through its subsidiary CarelonRx, Elevance offers integrated pharmacy benefit management services, including prescription drug formulary management, mail-order pharmacy, and specialty drug services.
- Care Delivery and Solutions: Offers a variety of healthcare services and solutions designed to improve health outcomes and reduce costs. This includes care management programs, behavioral health services, and data analytics.
- Health Technology: Invests in and develops technology solutions to enhance member experience, streamline operations, and enable personalized care.
Leadership and Structure
Elevance Health Inc. is led by a seasoned executive team, with Gail K. Boudreaux serving as President and Chief Executive Officer. The company operates with a divisional structure that aligns with its core business areas, supported by functional departments such as finance, legal, human resources, and technology.
Top Products and Market Share
Key Offerings
- Health Plans (Commercial, Medicare, Medicaid): Elevance offers a comprehensive suite of health insurance plans. Its commercial plans cater to employer groups and individuals. Medicare plans are designed for seniors and individuals with disabilities, while Medicaid plans serve low-income individuals and families. Competitors include UnitedHealth Group, CVS Health (Aetna), Centene Corporation, and Cigna.
- CarelonRx Pharmacy Services: This PBM offers comprehensive drug benefit management, including prescription drug formularies, cost management strategies, and specialty pharmacy services. Key competitors in the PBM space include Express Scripts (Cigna), Optum Rx (UnitedHealth Group), and Prime Therapeutics.
- Carelon Behavioral Health: Provides mental and behavioral health services, including counseling, therapy, and psychiatric care. This segment competes with other specialized behavioral health providers and integrated health plan offerings.
Market Dynamics
Industry Overview
The US healthcare industry is characterized by a complex ecosystem of payers, providers, and pharmaceutical companies. It is heavily regulated, with ongoing debates around cost containment, access to care, and quality improvement. The industry is also experiencing significant digital transformation, with a growing emphasis on data analytics, personalized medicine, and value-based care.
Positioning
Elevance Health Inc. is one of the largest diversified health companies in the United States. Its competitive advantages stem from its broad geographic reach, diversified product portfolio, integrated capabilities (including PBM and care delivery), and strong relationships with employers and government programs. Its strategy to focus on 'whole health' and address social determinants of health differentiates it from traditional insurers.
Total Addressable Market (TAM)
The total addressable market for health insurance and healthcare services in the U.S. is in the trillions of dollars. Elevance Health Inc. is well-positioned to capture a significant portion of this TAM through its extensive network, diverse offerings, and strategic acquisitions that expand its reach and capabilities in both insurance and care delivery.
Upturn SWOT Analysis
Strengths
- Diversified business model encompassing insurance, PBM, and care delivery.
- Strong market presence in key states and government programs (Medicare, Medicaid).
- Integrated approach to healthcare services addressing 'whole health'.
- Extensive network of healthcare providers.
- Significant scale and financial resources.
Weaknesses
- Dependence on government reimbursement rates for Medicare and Medicaid.
- Potential for regulatory changes impacting the healthcare industry.
- Complexity of managing diverse business segments.
- Brand perception still evolving from its Anthem legacy.
Opportunities
- Expansion into new markets and service lines.
- Leveraging technology and data analytics for personalized care and efficiency.
- Growing demand for integrated health and wellness solutions.
- Strategic partnerships and acquisitions to enhance capabilities.
- Focus on prevention and wellness to reduce long-term healthcare costs.
Threats
- Intensifying competition from established players and new entrants.
- Healthcare policy and regulatory changes.
- Rising healthcare costs and affordability concerns.
- Cybersecurity threats and data breaches.
- Economic downturns affecting employer-sponsored insurance.
Competitors and Market Share
Key Competitors
- UnitedHealth Group (UNH)
- CVS Health (CVS)
- Centene Corporation (CNC)
- Cigna Group (CI)
Competitive Landscape
Elevance Health competes in a highly concentrated market. Its strengths lie in its diversified offerings and strong presence in government programs. However, it faces intense competition from larger, more diversified players like UnitedHealth Group and CVS Health, which have significant scale and advanced technological capabilities.
Major Acquisitions
Sharecare Inc. (Minority Stake)
- Year: 2021
- Acquisition Price (USD millions): 200
- Strategic Rationale: To enhance digital health capabilities and patient engagement through Sharecare's platform.
BioPlus Acquisition (Part of CarelonRx)
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: To strengthen its specialty pharmacy capabilities and expand its PBM offerings under the CarelonRx brand.
Growth Trajectory and Initiatives
Historical Growth: Elevance Health has achieved consistent historical growth through organic expansion, strategic acquisitions, and effective management of its diversified business segments, particularly its strong performance in government-backed health plans.
Future Projections: Analyst estimates project continued revenue and earnings growth for Elevance Health, driven by its expansion in Medicare Advantage and Medicaid, as well as its increasing focus on care delivery and digital health solutions. The company is expected to benefit from demographic trends and the ongoing demand for health services.
Recent Initiatives: Recent initiatives include the acquisition of Medicare contracts, investment in digital health platforms, expansion of its Carelon brand to encompass a broader range of health services, and a continued focus on improving health outcomes and reducing costs for its members.
Summary
Elevance Health Inc. is a strong, diversified health company with robust financial performance and a clear growth strategy. Its integrated model, encompassing insurance, PBM, and care delivery, provides a competitive edge. While facing intense competition and regulatory uncertainties, its focus on 'whole health' and strategic investments in technology position it well for future success. Continued expansion in government programs and innovative service offerings are key drivers.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Elevance Health Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial News and Data Providers (e.g., Bloomberg, Refinitiv)
- Industry Analyst Reports
Disclaimers:
This information is for informational purposes only and should not be considered investment advice. Financial data is subject to change and reflects historical performance. Market share data is an estimation and may vary depending on the source and methodology.
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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