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Upturn AI Summary - About
Elevance Health Inc(ELV)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ELV
09/28/2026: ELV (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Elevance Health is a prominent U.S. managed healthcare company that operates through its core insurance business and the integrated Carelon services platform. The company has a leading position in the Blue Cross Blue Shield network, providing stable cash flows and significant scale. Its primary growth story involves the expansion of Carelon to capture more value from pharmacy, behavioral, and digital health services. Investors should monitor regulatory risks, particularly regarding Medicare Advantage reimbursement and pharmacy transparency, which could pressure margins. The stock may suit value and income-oriented investors seeking defensive exposure to the healthcare sector, provided they remain mindful of the intense competitive landscape.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers steady, predictable growth rather than explosive upside. |
| Momentum investor | Weak fit | This is a stable, large-cap stock that often lacks the rapid price movement preferred by momentum investors. |
| Value investor | Strong fit | The company often trades at reasonable multiples relative to its earnings stability. |
| Dividend investor | Strong fit | Consistent dividend growth and reliable cash flow make it attractive for income-focused portfolios. |
| Low-risk investor | Strong fit | As a major healthcare provider, it is considered a defensive staple in many portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | Healthcare stocks can fluctuate based on legislative news. |
| Valuation risk | Medium | Changes in market sentiment toward healthcare can impact multiples. |
| Competition risk (managed care) | High | Fierce competition from players like UnitedHealth limits pricing power. |
| Business quality | Strong | Strong franchise and broad market coverage provide significant stability. |
| Dividend income | Medium | Dividends are reliable but not typically high-yield. |
| Execution risk | Medium | Successfully managing large-scale integration of health services is critical. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit -1.08% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 85.90B USD | Price to earnings Ratio 17.51 | 1Y Target Price 451.38 |
Price to earnings Ratio 17.51 | 1Y Target Price 451.38 | ||
Volume (30-day avg) 1.1M shares | Beta 0.7 | 52 Weeks Range 270.87 - 434.35 | Updated Date 09/27/2026 |
52 Weeks Range 270.87 - 434.35 | Updated Date 09/27/2026 | ||
Dividends yield (FY) 1.72% | Basic EPS (TTM) 22.62 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Health Benefits | Premiums from insurance plans (Medicare, Medicaid, Commercial). | The primary revenue driver representing traditional health insurance operations. |
| Carelon | Pharmacy services, behavioral health, and clinical consulting. | A growing segment focused on specialized services to improve efficiency. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 17.51 | Forward PE 13.68 | Enterprise Value 107.25B | Price to Sales(TTM) 0.43 |
Enterprise Value 107.25B | Price to Sales(TTM) 0.43 | ||
Enterprise Value to Revenue 0.53 | Enterprise Value to EBITDA - | Shares Outstanding 216.87M | Shares Floating 216.37M |
Shares Outstanding 216.87M | Shares Floating 216.37M | ||
Percent Insiders 0.19 | Percent Institutions 94.14 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Elevance Health Inc
Exchange NYSE | Headquarters 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 96129 | Website https://www.elevancehealth.com |
Full time employees 96129 | Website https://www.elevancehealth.com | ||
Elevance Health, Inc., together with its subsidiaries, operates as a health benefits company in the United States. The company operates in four segments: Health Benefits, CarelonRx, Carelon Services, and Corporate & Other. It 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. The company 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, it 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. The company 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 based in Indianapolis, Indiana.
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