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Upturn AI SWOT - About
ELV 
Elevance Health Inc (ELV)
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Upturn Advisory Summary
10/24/2025: 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 $388.63
1 Year Target Price $388.63
| 13 | Strong Buy |
| 5 | Buy |
| 4 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -10.23% | Avg. Invested days 47 | 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 10/24/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 76.08B USD | Price to earnings Ratio 13.95 | 1Y Target Price 388.63 |
Price to earnings Ratio 13.95 | 1Y Target Price 388.63 | ||
Volume (30-day avg) 22 | Beta 0.59 | 52 Weeks Range 272.22 - 454.26 | Updated Date 10/25/2025 |
52 Weeks Range 272.22 - 454.26 | Updated Date 10/25/2025 | ||
Dividends yield (FY) 1.95% | Basic EPS (TTM) 24.55 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-21 | When Before Market | Estimate 4.94 | Actual 6.03 |
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 13.95 | Forward PE 10.95 | Enterprise Value 98240666152 | Price to Sales(TTM) 0.39 |
Enterprise Value 98240666152 | Price to Sales(TTM) 0.39 | ||
Enterprise Value to Revenue 0.52 | Enterprise Value to EBITDA - | Shares Outstanding 222238763 | Shares Floating 221720947 |
Shares Outstanding 222238763 | Shares Floating 221720947 | ||
Percent Insiders 0.17 | Percent Institutions 95.48 |
Upturn AI SWOT
Elevance Health Inc
Company Overview
History and Background
Elevance Health Inc., formerly Anthem, Inc., was founded in 1946 as Mutual Medical Insurance, Inc., and Mutual Hospital Insurance, Inc. It went through numerous mergers and acquisitions to become Anthem, Inc. in 2004. In 2022, the company rebranded as Elevance Health Inc. to reflect its broader healthcare offerings beyond traditional health insurance.
Core Business Areas
- Commercial & Specialty Business: Provides a variety of health benefit plans to employer groups and individual consumers. This includes medical, pharmacy, dental, vision, and other specialty products and services.
- Government Business: Manages Medicaid and Medicare plans, serving individuals and families eligible for government-sponsored healthcare programs. Also includes services for the U.S. military through TRICARE.
- Carelon: A health services organization focusing on care delivery, pharmacy, and behavioral health to improve health outcomes and lower costs. Includes capabilities in data analytics and technology.
Leadership and Structure
Gail K. Boudreaux is the President and CEO. The organizational structure consists of business segments led by segment presidents, supported by functional leaders in areas such as finance, legal, and strategy.
Top Products and Market Share
Key Offerings
- Commercial Health Plans: Offers a broad range of commercial health insurance products, including HMO, PPO, and POS plans. Competitors include UnitedHealth Group, Cigna, and Aetna. Market Share is significant but specific figures fluctuate annually. They boast strong brand recognition with 47 million medical members.
- Medicare Advantage Plans: Provides Medicare Advantage plans for seniors. Competitors include UnitedHealth Group, Humana, and CVS Health/Aetna. Revenue from this product is a significant contributor to overall earnings. Market share varies by region but has seen significant growth.
- Medicaid Managed Care: Offers Medicaid managed care plans for low-income individuals and families. Competitors include Centene and Molina Healthcare. This offers a stable and predictable revenue stream.
Market Dynamics
Industry Overview
The healthcare industry is undergoing significant transformation, driven by rising costs, increasing demand for value-based care, technological advancements, and regulatory changes. Consolidation among providers and payers is a key trend.
Positioning
Elevance Health Inc. is one of the largest managed care organizations in the U.S., with a strong presence in both commercial and government markets. Its Carelon platform provides a competitive advantage by integrating care delivery with health insurance.
Total Addressable Market (TAM)
The US healthcare market is estimated to be in the trillions of dollars annually. Elevance Health Inc. is well positioned to capture a significant portion of this TAM through its diversified portfolio and integrated care model.
Upturn SWOT Analysis
Strengths
- Large membership base
- Strong brand recognition
- Diversified business segments
- Integrated care model (Carelon)
- Strong financial performance
Weaknesses
- Exposure to regulatory changes
- Dependence on government funding for Medicaid and Medicare
- Integration challenges from acquisitions
- Complexity of healthcare operations
Opportunities
- Expanding into new geographic markets
- Growing Medicare Advantage business
- Leveraging technology to improve care delivery
- Acquiring smaller healthcare providers
- Growth within Carelon
Threats
- Increasing competition from other managed care organizations
- Rising healthcare costs
- Changes in government regulations (e.g., Affordable Care Act)
- Cybersecurity risks
- Economic downturn impacting employer-sponsored insurance
Competitors and Market Share
Key Competitors
- UNH
- HUM
- CI
- MOH
- CNC
Competitive Landscape
Elevance Health Inc. competes with other large managed care organizations based on price, quality, and service. Its integrated care model provides a competitive advantage, but it faces challenges from competitors with greater scale in certain markets.
Major Acquisitions
BioPlus Specialty Pharmacy
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded pharmacy benefit management capabilities and CarelonRx reach in specialty pharmacy.
Integra Managed Care
- Year: 2021
- Acquisition Price (USD millions):
- Strategic Rationale: Increased footprint in the Medicaid managed care market in New York.
CareMore Health and Aspire Health
- Year: 2018
- Acquisition Price (USD millions):
- Strategic Rationale: Expanded reach in providing care delivery services under the Carelon umbrella.
Growth Trajectory and Initiatives
Historical Growth: Elevance Health Inc. has demonstrated consistent growth in revenue and membership over the past several years, both organically and through acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by expanding Medicare Advantage business, growth of Carelon and continued strength in commercial and government segments.
Recent Initiatives: Recent strategic initiatives include acquisitions to expand Carelon's capabilities, investments in technology to improve care delivery, and partnerships with healthcare providers.
Summary
Elevance Health Inc. demonstrates strong financials, and robust strategic positioning. The company's diverse offerings, particularly through its Carelon platform, provides a competitive edge. While regulations and rising healthcare costs remain concerns, the company is well-positioned for continued growth. Further, their large membership and expansion of Medicare Advantage business also shows that they have a good hold on the current industry.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC), Market Research Reports, Analyst Estimates, Company Website
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial advisor. Market Share figures are approximate and based on available sources. 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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