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Upturn AI SWOT - About
ELV 
Elevance Health Inc (ELV)
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Upturn Advisory Summary
04/01/2025: 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 -23.61% | Avg. Invested days 39 | 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 04/01/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 97.95B USD | Price to earnings Ratio 16.84 | 1Y Target Price 498.18 |
Price to earnings Ratio 16.84 | 1Y Target Price 498.18 | ||
Volume (30-day avg) 1608655 | Beta 0.86 | 52 Weeks Range 360.70 - 560.90 | Updated Date 04/2/2025 |
52 Weeks Range 360.70 - 560.90 | Updated Date 04/2/2025 | ||
Dividends yield (FY) 1.58% | Basic EPS (TTM) 25.7 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.38% | Operating Margin (TTM) 2.17% |
Management Effectiveness
Return on Assets (TTM) 5.09% | Return on Equity (TTM) 14.77% |
Valuation
Trailing PE 16.84 | Forward PE 12.55 | Enterprise Value 120897094709 | Price to Sales(TTM) 0.55 |
Enterprise Value 120897094709 | Price to Sales(TTM) 0.55 | ||
Enterprise Value to Revenue 0.68 | Enterprise Value to EBITDA - | Shares Outstanding 226387008 | Shares Floating 226856244 |
Shares Outstanding 226387008 | Shares Floating 226856244 | ||
Percent Insiders 0.17 | Percent Institutions 93.89 |
Analyst Ratings
Rating 4.45 | Target Price 500.87 | Buy 4 | Strong Buy 14 |
Buy 4 | Strong Buy 14 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Elevance Health Inc
Company Overview
History and Background
Elevance Health Inc., formerly Anthem, Inc., was founded in the 1940s. Initially focusing on health insurance, it has grown through acquisitions and organic expansion to become one of the largest health benefits companies in the U.S. Key milestones include its rebranding to Elevance Health in 2022 to reflect its broader healthcare vision.
Core Business Areas
- Commercial & Specialty Business: Provides a range of medical and specialty health benefits plans to employer groups and individuals. This includes PPOs, HMOs, and other managed care plans, as well as pharmacy, dental, and vision benefits.
- Government Business: Offers Medicare, Medicaid, and other government-sponsored healthcare programs. This segment includes Medicare Advantage plans, Medicaid managed care plans, and dual-eligible special needs plans (D-SNPs).
- Carelon: Carelon is the company's health services segment focused on providing integrated care delivery and pharmacy services. It provides digital care services, behavioral health and more.
Leadership and Structure
Gail K. Boudreaux is the President and CEO. The organizational structure includes various business units led by senior executives, reporting to the CEO and board of directors.
Top Products and Market Share
Key Offerings
- Medicare Advantage: Offers Medicare Advantage plans to seniors, providing comprehensive healthcare coverage. Competitors include UnitedHealth Group, Humana, and CVS Health. No specific market share data is readily available, but Medicare Advantage makes up a significant part of the government business revenue.
- Commercial Health Insurance: Provides health insurance plans to employers and individuals. Market share fluctuates regionally, but Elevance Health is a major player nationally. Competitors include UnitedHealth Group, Cigna, and Aetna (CVS Health). No specific market share data is readily available. This is also the most profitable segment.
- Medicaid Managed Care: Offers managed care services to Medicaid beneficiaries. Elevance Health is a large player in this market. Competitors include Centene, UnitedHealth Group, and Molina Healthcare. No specific market share data is readily available.
Market Dynamics
Industry Overview
The healthcare industry is characterized by increasing costs, regulatory changes, and growing demand for innovative solutions. The market is shifting towards value-based care, with a greater emphasis on preventive care and care coordination.
Positioning
Elevance Health is positioned as a leading health benefits company focused on transforming healthcare through innovation and personalized care. Its competitive advantage lies in its scale, data analytics capabilities, and focus on whole-person health.
Total Addressable Market (TAM)
The total addressable market for U.S. health insurance is estimated to be in the trillions of dollars. Elevance Health is positioned to capture a significant portion of this TAM through its diverse portfolio of products and services.
Upturn SWOT Analysis
Strengths
- Large Scale and Market Presence
- Diverse Product Portfolio
- Strong Brand Recognition
- Data Analytics Capabilities
- Strategic Acquisitions
Weaknesses
- Exposure to Regulatory Changes
- High Debt Levels (relative to competitors)
- Dependence on Government Programs
- Complex Organizational Structure
Opportunities
- Expansion into New Markets
- Growth in Value-Based Care
- Digital Health Innovation
- Increased Government Spending on Healthcare
- Strategic Partnerships
Threats
- Rising Healthcare Costs
- Increased Competition
- Cybersecurity Risks
- Economic Downturn
- Changes in Healthcare Legislation
Competitors and Market Share
Key Competitors
- UNH
- CI
- HUM
- CVS
Competitive Landscape
Elevance Health competes with other large, national health insurance companies. Its advantages include a strong brand, diverse product portfolio, and focus on data analytics. Disadvantages include exposure to regulatory changes and high debt levels relative to some competitors.
Major Acquisitions
Beacon Health Options
- Year: 2020
- Acquisition Price (USD millions): 0
- Strategic Rationale: Expanded behavioral health capabilities within Carelon.
Growth Trajectory and Initiatives
Historical Growth: Elevance Health has achieved historical growth through acquisitions, organic expansion, and strategic partnerships.
Future Projections: Analyst estimates project continued revenue growth, driven by expansion in Medicare Advantage, Carelon, and digital health. Expected annual revenue growth rate is around 5-8%.
Recent Initiatives: Recent initiatives include acquisitions to expand Carelon's capabilities, investments in digital health platforms, and partnerships with healthcare providers to improve care coordination.
Summary
Elevance Health is a strong player in the health insurance market, leveraging its scale and Carelon brand for sustainable growth. Their strengths lie in its ability to innovate and its expansion into new markets, but they need to keep an eye on rising healthcare costs, regulatory risks, and debt. A focus on technology and data analytics should ensure their position.
Similar Companies
CI
Cigna Corp
CI
Cigna Corp
CVS
CVS Health Corp
CVS
CVS Health Corp
HUM
Humana Inc
HUM
Humana Inc
MCK
McKesson Corporation
MCK
McKesson Corporation
UNH
UnitedHealth Group Incorporated
UNH
UnitedHealth Group Incorporated
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10K, 10Q), Press Releases, Investor Presentations, Analyst Reports
- Industry Research Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Financial data is based on estimates and publicly available information, which may not be entirely accurate or up-to-date. Market share data is approximate and 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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