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Upturn AI SWOT - About
ELV 
Elevance Health Inc (ELV)
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Upturn Advisory Summary
08/28/2025: 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 $368.44
1 Year Target Price $368.44
| 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 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 69.90B USD | Price to earnings Ratio 13.18 | 1Y Target Price 368.44 |
Price to earnings Ratio 13.18 | 1Y Target Price 368.44 | ||
Volume (30-day avg) 22 | Beta 0.59 | 52 Weeks Range 273.71 - 558.44 | Updated Date 08/29/2025 |
52 Weeks Range 273.71 - 558.44 | Updated Date 08/29/2025 | ||
Dividends yield (FY) 2.16% | Basic EPS (TTM) 23.56 |
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 13.18 | Forward PE 10.46 | Enterprise Value 91523597344 | Price to Sales(TTM) 0.37 |
Enterprise Value 91523597344 | Price to Sales(TTM) 0.37 | ||
Enterprise Value to Revenue 0.48 | Enterprise Value to EBITDA - | Shares Outstanding 225178000 | Shares Floating 224664897 |
Shares Outstanding 225178000 | Shares Floating 224664897 | ||
Percent Insiders 0.16 | Percent Institutions 93.27 |
Upturn AI SWOT
Elevance Health Inc
Company Overview
History and Background
Elevance Health Inc., formerly Anthem, Inc., was founded in the 1940s through the merger of Mutual Hospital Insurance and Mutual Medical Insurance. It has evolved from a provider-sponsored health insurer to one of the largest managed healthcare companies in the U.S. Key milestones include various acquisitions and expansions, culminating in the rebranding to Elevance Health in 2022.
Core Business Areas
- Commercial & Specialty Business: Offers a range of network-based managed care health benefit plans to large and small employers, individual consumers, and other groups.
- Government Business: Serves members through Medicaid, Medicare, and other government-sponsored programs.
- Carelon: Includes CarelonRx, Carelon Insight, and Carelon Services which provides healthcare services, including pharmacy benefits management, data analytics, and care delivery.
Leadership and Structure
Gail Koziara Boudreaux serves as President and CEO. The company has a typical corporate structure with a Board of Directors and various executive leadership positions overseeing different business segments and functions.
Top Products and Market Share
Key Offerings
- Commercial Health Plans: A wide range of health insurance plans offered to individuals and employers. Market share varies by region but Elevance Health is a major player. Competitors include UnitedHealth Group, Cigna, and Aetna (CVS Health).
- Medicare Advantage Plans: Medicare Advantage plans offered to eligible seniors. Elevance Health holds a significant share of the Medicare Advantage market. Competitors include UnitedHealth Group, Humana, and Kaiser Permanente.
- Medicaid Managed Care: Managed care services provided to Medicaid beneficiaries through contracts with state governments. Elevance Health is one of the largest Medicaid managed care providers. Competitors include Centene, Molina Healthcare, and UnitedHealth Group.
- Pharmacy Benefits Management (CarelonRx): CarelonRx helps lower drug costs for their customers and improve access to medications. Competitors include CVS Caremark and Express Scripts.
Market Dynamics
Industry Overview
The healthcare industry is characterized by increasing costs, regulatory changes, and a growing focus on value-based care. Technological advancements, such as telehealth and data analytics, are also transforming the industry.
Positioning
Elevance Health is positioned as a leading healthcare company with a focus on innovation and customer-centric solutions. Its competitive advantages include its large scale, strong brand recognition, and diversified business model.
Total Addressable Market (TAM)
The US healthcare market is estimated to be worth trillions of dollars annually. Elevance Health is well-positioned to capture a significant share of this market through its various business segments.
Upturn SWOT Analysis
Strengths
- Large scale and market presence
- Diversified business model
- Strong brand recognition
- Extensive provider network
- Focus on innovation and technology
Weaknesses
- Exposure to regulatory risks
- Dependence on government contracts
- Complexity of operations
- Public perception challenges
Opportunities
- Expansion into new markets
- Growth in Medicare Advantage and Medicaid
- Adoption of value-based care models
- Increased use of telehealth and digital health solutions
- Strategic acquisitions and partnerships
Threats
- Increasing competition
- Rising healthcare costs
- Changes in government regulations
- Cybersecurity risks
- Economic downturn
Competitors and Market Share
Key Competitors
- UNH
- CI
- HUM
- CVS
Competitive Landscape
Elevance Health is a strong competitor in the healthcare industry, with advantages in scale and brand recognition. Disadvantages include regulatory risk and complexity.
Major Acquisitions
CareMore Health
- Year: 2018
- Acquisition Price (USD millions): 800
- Strategic Rationale: Expanded Elevance Health's care delivery capabilities and reach in the senior healthcare market.
Beacon Health Options
- Year: 2020
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded Elevance Health's behavioral health capabilities.
Growth Trajectory and Initiatives
Historical Growth: Elevance Health has experienced growth through organic expansion and acquisitions. Review annual reports and investor presentations for a look back.
Future Projections: Future growth projections are based on analyst estimates and company guidance. This depends on the analyst.
Recent Initiatives: Recent initiatives include the rebranding to Elevance Health, acquisitions in the care delivery space, and investments in digital health.
Summary
Elevance Health is a leading healthcare company with a strong market position and diversified business model. The company's strengths lie in its scale, brand recognition, and focus on innovation. However, it faces challenges from increasing competition, regulatory risks, and rising healthcare costs. Elevance is well-positioned for future growth through strategic initiatives and expansion into new markets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Elevance Health Investor Relations
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on available information and is not financial advice. Market conditions and company performance may change. Consult a financial advisor 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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