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ELV 
Elevance Health Inc (ELV)
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Upturn Advisory Summary
12/03/2025: 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 $387.16
1 Year Target Price $387.16
| 13 | Strong Buy |
| 5 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -15.58% | Avg. Invested days 47 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 74.52B USD | Price to earnings Ratio 13.44 | 1Y Target Price 387.16 |
Price to earnings Ratio 13.44 | 1Y Target Price 387.16 | ||
Volume (30-day avg) 22 | Beta 0.53 | 52 Weeks Range 272.22 - 454.26 | Updated Date 12/3/2025 |
52 Weeks Range 272.22 - 454.26 | Updated Date 12/3/2025 | ||
Dividends yield (FY) 2.05% | Basic EPS (TTM) 24.62 |
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 13.44 | Forward PE 11.67 | Enterprise Value 96656675385 | Price to Sales(TTM) 0.38 |
Enterprise Value 96656675385 | Price to Sales(TTM) 0.38 | ||
Enterprise Value to Revenue 0.5 | Enterprise Value to EBITDA - | Shares Outstanding 222238763 | Shares Floating 221754282 |
Shares Outstanding 222238763 | Shares Floating 221754282 | ||
Percent Insiders 0.17 | Percent Institutions 91.85 |
Upturn AI SWOT
Elevance Health Inc
Company Overview
History and Background
Elevance Health Inc., formerly Anthem, Inc., was founded in the 1940s. It evolved through various mergers and acquisitions, including the 2004 merger of WellPoint and Anthem, before rebranding as Elevance Health in 2022 to reflect its broader healthcare focus.
Core Business Areas
- Commercial & Specialty Business: Provides managed care benefits and services to employer groups and individual members through various networks, including PPOs, HMOs, and point-of-service plans. Includes specialty products such as dental, vision, and life insurance.
- Government Business: Offers Medicaid, Medicare, and other government-sponsored healthcare programs to eligible individuals and families. This segment includes Medicare Advantage plans and state Medicaid contracts.
- Carelon: Carelon is Elevance Health's health services organization focused on delivering integrated care solutions across the healthcare spectrum, including pharmacy, behavioral health, and care management services. It delivers value by helping to improve health outcomes and lower costs.
Leadership and Structure
Gail Koziara Boudreaux serves as President and CEO. The company operates with a hierarchical structure, encompassing various departments and regional teams, overseen by executive leadership.
Top Products and Market Share
Key Offerings
- Commercial Health Plans: Offers a variety of health insurance plans for individuals and employers, including HMOs, PPOs, and EPOs. Elevance Health has a significant market share in the commercial health insurance market in several states. Competitors: UnitedHealth Group, Cigna, Aetna.
- Medicare Advantage Plans: Provides Medicare Advantage plans to eligible beneficiaries under the Medicare program. Elevance Health is a major player in the Medicare Advantage market. Market share varies by region. Competitors: UnitedHealth Group, Humana, Kaiser Permanente.
- Medicaid Plans: Offers Medicaid plans to eligible individuals and families under contracts with various states. Medicaid represents a significant portion of the company's revenue. Market share varies by state. Competitors: Centene, Molina Healthcare, UnitedHealth Group.
- Carelon Services: Carelon delivers pharmacy benefit management (PBM), behavioral health solutions, and complex care management services. Revenue and market share data is combined into the business segment. Competitors: CVS Health (Caremark), Express Scripts, OptumRx.
Market Dynamics
Industry Overview
The health insurance industry is characterized by increasing regulatory scrutiny, rising healthcare costs, and ongoing consolidation. Technological advancements and personalized medicine are also shaping the industry landscape. Consumer demand for convenient, affordable healthcare is a strong driver.
Positioning
Elevance Health is a leading health benefits company with a large market presence in the United States. Its competitive advantages include its extensive provider network, diverse product portfolio, and focus on innovative healthcare solutions.
Total Addressable Market (TAM)
The total US healthcare expenditure is estimated to be around $4.76 trillion in 2023. Elevance Health is positioned to capture a significant portion of this TAM through its various healthcare services and products.
Upturn SWOT Analysis
Strengths
- Large membership base
- Strong brand recognition
- Diversified product portfolio
- Extensive provider network
- Focus on digital health
Weaknesses
- Exposure to regulatory changes
- Dependence on government contracts
- Complexity of operations
- IT integration challenges
Opportunities
- Expansion into new geographic markets
- Growth in Medicare Advantage enrollment
- Development of new healthcare technologies
- Strategic acquisitions and partnerships
- Further development of Carelon
Threats
- Increased competition
- Rising healthcare costs
- Changes in government regulations
- Cybersecurity threats
- Economic downturn
Competitors and Market Share
Key Competitors
- UNH
- HUM
- CVS
Competitive Landscape
Elevance Health competes with other large health insurers on the basis of price, quality, and network size. Its strengths include its strong brand recognition and diversified product portfolio. Challenges include rising healthcare costs and regulatory uncertainty.
Major Acquisitions
CareMore Health
- Year: 2011
- Acquisition Price (USD millions): 800
- Strategic Rationale: Expanded capabilities in care management and chronic condition management, enhancing its offerings in government-sponsored programs.
Beacon Health Options
- Year: 2019
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded behavioral health services, integrating mental and physical healthcare to address holistic health needs.
Growth Trajectory and Initiatives
Historical Growth: Elevance Health has experienced steady growth in revenue and membership over the past several years, driven by organic growth and strategic acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by increased enrollment in Medicare Advantage and Medicaid plans, as well as expansion into new markets. Expect approximately 8-10% annual growth
Recent Initiatives: Recent initiatives include the acquisition of various healthcare companies to expand Carelon, investments in digital health technologies, and partnerships with healthcare providers.
Summary
Elevance Health is a robust company with a large and growing market presence, driven by strong performance in its commercial, Medicare, and Medicaid segments. Carelon and other initiatives in healthcare solutions are working well. It should look out for increasing competition and potential regulatory challenges, while continuing its focus on digital transformation and healthcare affordability.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share estimates may vary depending on the source. Financial data is subject to change.
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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