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ELV 
Elevance Health Inc (ELV)
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Upturn Advisory Summary
12/09/2025: 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 -15.57% | 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 12/09/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 74.45B USD | Price to earnings Ratio 13.48 | 1Y Target Price 387.16 |
Price to earnings Ratio 13.48 | 1Y Target Price 387.16 | ||
Volume (30-day avg) 22 | Beta 0.53 | 52 Weeks Range 270.83 - 451.93 | Updated Date 12/9/2025 |
52 Weeks Range 270.83 - 451.93 | Updated Date 12/9/2025 | ||
Dividends yield (FY) 2.04% | 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 13.48 | Forward PE 10.95 | Enterprise Value 96894470862 | Price to Sales(TTM) 0.38 |
Enterprise Value 96894470862 | Price to Sales(TTM) 0.38 | ||
Enterprise Value to Revenue 0.5 | Enterprise Value to EBITDA - | Shares Outstanding 222238763 | Shares Floating 221687611 |
Shares Outstanding 222238763 | Shares Floating 221687611 | ||
Percent Insiders 0.17 | Percent Institutions 91.88 |
Upturn AI SWOT
Elevance Health Inc
Company Overview
History and Background
Elevance Health Inc., formerly Anthem Inc., was founded in 1944. It has undergone significant evolution, growing from a regional health insurer to one of the largest managed care companies in the United States. Key milestones include its rebranding to Elevance Health in March 2022 to reflect a broader focus on whole health and well-being, and its continued expansion through strategic acquisitions and partnerships.
Core Business Areas
- Health Plan Business: Offers a wide range of health insurance products and services to individuals, families, and employers through various plans, including commercial, Medicare, and Medicaid. This segment is the core revenue driver, covering medical, dental, vision, and pharmacy benefits.
- Diversified Healthcare Services: Encompasses services beyond traditional health insurance, such as pharmacy benefit management (PBM), care management, behavioral health services, and data analytics. This segment aims to improve health outcomes and manage costs more effectively.
- Government Business: Manages and operates health plans for government-sponsored programs like Medicare and Medicaid, serving vulnerable populations and a large segment of the insured market.
Leadership and Structure
Elevance Health Inc. is led by a senior executive team, with Karen S. Vaughn serving as the current CEO. The company operates through various divisions and business units, aligned with its core business areas, and maintains a matrixed organizational structure to foster collaboration across different functions and segments.
Top Products and Market Share
Key Offerings
- Employer-Sponsored Health Plans: Provides comprehensive health insurance plans to businesses of all sizes, offering customizable benefits packages covering medical, prescription drugs, dental, and vision. Competitors include UnitedHealth Group, CVS Health, Cigna, and Aetna.
- Medicare Plans (Medicare Advantage & Part D): Offers Medicare Advantage plans, which bundle Medicare Part A and Part B benefits, and Medicare Part D plans for prescription drug coverage. These plans cater to seniors and individuals with disabilities. Key competitors are UnitedHealth Group, Humana, and CVS Health.
- Medicaid Plans: Provides health coverage for low-income individuals and families through state-specific Medicaid programs. Elevance Health operates in numerous states, partnering with state governments. Competitors include Centene Corporation and Managed Care Organizations specific to each state.
- CarelonRx (Pharmacy Benefit Management): Offers pharmacy benefit management services, including drug formulary management, cost containment strategies, and mail-order pharmacy services. Competitors include Express Scripts (CVS Health), Optum Rx (UnitedHealth Group), and Prime Therapeutics.
Market Dynamics
Industry Overview
The US healthcare industry is a vast and complex market characterized by rapid technological advancements, evolving regulatory landscapes, and a growing emphasis on value-based care. The health insurance sector is highly competitive, with a constant drive to manage costs while improving patient outcomes. The increasing prevalence of chronic diseases and an aging population present both challenges and opportunities.
Positioning
Elevance Health is a leading diversified healthcare company with a significant presence across commercial, Medicare, and Medicaid segments. Its competitive advantages include its extensive network of providers, strong brand recognition, integrated services (including PBM and care management), and a focus on innovation and digital transformation. The company's strategic shift towards 'whole health' positions it to capitalize on the growing demand for holistic wellness solutions.
Total Addressable Market (TAM)
The total addressable market for health insurance and related services in the US is estimated to be in the trillions of dollars. Elevance Health, as a major player, has a substantial share of this market but is continually seeking to expand its reach through organic growth and strategic initiatives. The company is well-positioned to capture a significant portion of the TAM, particularly as it expands its diversified services beyond traditional insurance.
Upturn SWOT Analysis
Strengths
- Large member base and diversified revenue streams
- Strong presence in government-sponsored programs (Medicare & Medicaid)
- Integrated healthcare services including PBM and care management
- Extensive provider network
- Focus on innovation and digital transformation
Weaknesses
- Reliance on government reimbursement rates
- Intense competition in the health insurance market
- Potential for regulatory changes impacting profitability
- Complexity of managing diverse healthcare services
Opportunities
- Expansion of value-based care models
- Growth in specialty pharmacy and chronic disease management
- Leveraging data analytics for personalized care and cost savings
- Acquisitions and partnerships to expand service offerings
- Increased demand for integrated behavioral health services
Threats
- Increased competition from new market entrants and technology companies
- Government policy changes and potential healthcare reform
- Rising healthcare costs and medical trend inflation
- Cybersecurity risks and data breaches
- Economic downturns affecting employer-sponsored coverage
Competitors and Market Share
Key Competitors
- UnitedHealth Group (UNH)
- CVS Health (CVS)
- Cigna Group (CI)
- Centene Corporation (CNC)
- Humana Inc. (HUM)
Competitive Landscape
Elevance Health operates in a highly competitive landscape. Its advantages lie in its diversified business model, strong presence in government programs, and integrated services. However, it faces intense competition from larger, diversified players like UnitedHealth Group and CVS Health, as well as specialized players in government programs like Humana and Centene. The company's ability to innovate and adapt to changing healthcare demands will be critical for maintaining its competitive edge.
Growth Trajectory and Initiatives
Historical Growth: Elevance Health has experienced consistent historical growth, primarily driven by organic membership expansion across its commercial, Medicare, and Medicaid segments. Acquisitions have also played a crucial role in its growth, allowing it to enter new markets or expand its service capabilities. The company has also benefited from the increasing demand for healthcare services in the US.
Future Projections: Analyst estimates for Elevance Health's future growth generally project continued revenue expansion, albeit at a more moderate pace than in some prior periods. Growth is expected to be driven by continued strength in government programs, expanding diversified services, and strategic partnerships. Profitability is also projected to remain stable to growing. These projections are subject to market conditions, regulatory changes, and execution of strategic plans.
Recent Initiatives: Recent strategic initiatives include the rebranding to Elevance Health to emphasize its holistic health approach, investments in digital health capabilities, expansion of its care delivery and pharmacy services, and continued focus on value-based care models. The company is also actively pursuing collaborations and partnerships to enhance its ecosystem of health services.
Summary
Elevance Health Inc. is a robust healthcare company with a diversified business model, strong market positioning in health insurance, and a growing emphasis on integrated health services. Its consistent financial performance, dividend growth, and strategic initiatives indicate a solid foundation for future growth. However, it must navigate an intensely competitive market and evolving regulatory environment, while continuing to innovate to meet the changing needs of consumers and providers.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Elevance Health Inc. Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial News and Analysis Websites
- Industry Reports
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It does not constitute investment advice. Financial data and market share estimations are subject to change and may vary depending on the source and reporting period. Investors should conduct their own due diligence 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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