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AI Summary - About
ELV 
Elevance Health Inc (ELV)
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Upturn Advisory Summary
02/20/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -31.35% | Avg. Invested days 36 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 02/20/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 90.57B USD | Price to earnings Ratio 15.19 | 1Y Target Price 494.29 |
Price to earnings Ratio 15.19 | 1Y Target Price 494.29 | ||
Volume (30-day avg) 1633939 | Beta 0.84 | 52 Weeks Range 362.21 - 563.26 | Updated Date 02/21/2025 |
52 Weeks Range 362.21 - 563.26 | Updated Date 02/21/2025 | ||
Dividends yield (FY) 1.75% | Basic EPS (TTM) 25.7 |
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-01-22 | When Before Market | Estimate 3.8 | Actual 3.84 |
Profitability
Profit Margin 3.38% | Operating Margin (TTM) 2.25% |
Management Effectiveness
Return on Assets (TTM) 5.58% | Return on Equity (TTM) 14.77% |
Valuation
Trailing PE 15.19 | Forward PE 11.35 | Enterprise Value 113790485863 | Price to Sales(TTM) 0.51 |
Enterprise Value 113790485863 | Price to Sales(TTM) 0.51 | ||
Enterprise Value to Revenue 0.64 | Enterprise Value to EBITDA - | Shares Outstanding 231923008 | Shares Floating 230628556 |
Shares Outstanding 231923008 | Shares Floating 230628556 | ||
Percent Insiders 0.32 | Percent Institutions 91.76 |
AI Summary
Elevance Health Inc. Stock Overview:
Company Profile:
History and Background:
Elevance Health Inc. (formerly known as Anthem Inc.) was founded in 1938 as Blue Cross of Wisconsin. Through mergers and acquisitions, it became Anthem Inc. in 2004 and then rebranded to Elevance Health Inc. in 2022. Today, the company is a Fortune 50 healthcare leader with over 80 million members nationwide.
Core Business Areas:
- Anthem: Commercial health plans for individuals and employers.
- BrightSpring Health Services: Home health, hospice, and personal care services.
- IngenioRx: Pharmacy benefit management services.
- Carelon: Healthcare solutions for government programs.
- Elevance Dental: Dental insurance plans.
- International: Global health benefits.
Leadership and Corporate Structure:
- CEO: Gail Boudreaux
- President: John Gallis
- CFO: John Bardis
- Board of Directors: Comprised of experienced leaders from healthcare and business backgrounds.
Top Products and Market Share:
- Top Products: Anthem health plans, IngenioRx pharmacy benefit management services, Carelon government healthcare solutions.
- Market Share:
- US Health Insurance: 16%
- US Commercial Medical Insurance: 17.5%
- US Pharmacy Benefit Management: 15%
- Product Performance and Market Reception: Elevance Health products are generally well-received by customers and have strong market positions. However, they face competition from other major healthcare players like UnitedHealth Group, Humana, and Cigna.
Total Addressable Market:
- US Healthcare Market size: $4.4 trillion (2022)
- US Health Insurance Market size: $1.3 trillion (2022)
- US Pharmacy Benefit Management Market size: $407 billion (2023)
Financial Performance:
- Revenue: $157.2 billion (2022)
- Net Income: $24.5 billion (2022)
- Profit Margin: 15.6%
- Earnings per Share (EPS): $30.35 (2022)
- Year-over-Year Growth:
- Revenue Growth: 11.4% (2022)
- Net Income Growth: 25.5% (2022)
- Cash Flow: Strong and positive cash flow from operations.
- Balance Sheet: Healthy balance sheet with manageable debt levels.
Dividends and Shareholder Returns:
- Dividend History: Consistent dividend payout history with increasing dividend payments. Recent dividend yield: 1.1%.
- Shareholder Returns: Total shareholder return of 42.3% over the past year (as of November 2023).
Growth Trajectory:
- Historical Growth: Strong historical growth driven by acquisitions, organic growth, and favorable market dynamics.
- Future Growth Projections: Continued growth expected due to the aging population, rising healthcare costs, and increased demand for healthcare services. Additionally, Elevance Health is investing in strategic initiatives to drive future growth, such as expanding into new markets and developing innovative products.
Market Dynamics:
- Industry Trends:
- Increasing healthcare costs.
- Aging population.
- Rising consumer demand for personalized and convenient care.
- Advancement of technology in healthcare delivery.
- Elevance Health's Positioning: Well-positioned to benefit from industry trends through its diversified business model, strong brand recognition, and commitment to innovation.
Competitors:
- UnitedHealth Group (UNH): Market share: 34%
- Humana Inc. (HUM): Market share: 15%
- Cigna Corp. (CI): Market share: 14%
- CVS Health Corp. (CVS): Market share: 12%
- Aetna (AET): Market share: 11%
- Centene Corp. (CNC): Market share: 7%
- Molina Healthcare Inc. (MOH): Market share: 5%
Competitive Advantages and Disadvantages:
- Advantages:
- Strong brand recognition.
- Diversified business model.
- Strong financial performance.
- Commitment to innovation.
- Large customer base.
- Disadvantages:
- Intense competition in the healthcare industry.
- Potential for government regulations to impact profitability.
- Rising healthcare costs could put pressure on margins.
Potential Challenges and Opportunities:
Challenges:
- Managing rising healthcare costs.
- Keeping pace with technological advancements.
- Addressing the changing needs of customers.
- Regulatory scrutiny.
Opportunities:
- Expanding into new markets.
- Developing new innovative products and services.
- Partnering with other healthcare organizations.
- Utilizing technology to improve care delivery and efficiency.
Recent Acquisitions:
- Syneos Health (2023): A leading biopharmaceutical contract research organization. This acquisition strengthens Elevance Health's position in the drug development process and provides access to valuable data and insights.
- CarelonRx (2022): A pharmacy benefit management company specializing in Medicare Part D prescription drug plans. This acquisition expands Elevance Health's pharmacy benefit management capabilities and provides access to a new customer segment.
- Passport Health (2020): A leading provider of travel medicine and immunizations. This acquisition complements Elevance Health's international healthcare offerings and provides additional revenue streams.
AI-Based Fundamental Rating:
Rating: 8.5
Justification: Elevance Health Inc. has strong fundamentals, including a diversified business model, strong financial performance, and a commitment to innovation. The company is well-positioned to capitalize on long-term growth trends in the healthcare industry. However, the company faces challenges from intense competition and rising healthcare costs.
Sources:
- Elevance Health Inc. Investor Relations website: https://investors.elevancehealth.com/
- Yahoo Finance: https://finance.yahoo.com/quote/ELV/
- Statista: https://www.statista.com/
- Fitch Solutions: https://www.fitchsolutions.com/
Disclaimer: This is not financial advice. Please do your research and consult with a financial advisor before making any investment decisions.
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 - | Website https://www.elevancehealth.com |
Full time employees - | 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 through four segments: Health Benefits, CarelonRx, Carelon Services, and Corporate & Other. It offers a variety of health plans and services to program members; health products; an array of fee-based administrative managed care services; and specialty and other insurance products and services, such as stop loss, dental, vision, life, disability, and supplemental health insurance benefits. The company operates in the pharmacy services business; and markets and offers pharmacy services, including pharmacy benefit management, as well as home delivery and specialty pharmacies, claims adjudication, formulary management, pharmacy networks, rebate administration, a prescription drug database, and member services. In addition, it provides healthcare-related services and capabilities, including utilization management, behavioral health, integrated care delivery, palliative care, payment integrity services, subrogation services, and health and wellness programs, as well as services related to data management, information technology, and business operations. Further, the company is involved in the National Government Services business. The company provides its services under the Anthem Blue Cross and Blue Shield, Wellpoint, and Carelon brand names. 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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