ELV
Elevance Health
Health Care · Managed Health Care · US
$393.97
Close 2026-05-15
✓ ETHICAL PASS

WEAK MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$85.6B
Trailing P/E
16.69
Forward P/E
13.48
Rev Growth
+2.6%
Profit Margin
2.6%
ROE
12.1%
Analyst Target
$388.95
Recommendation
BUY
About Elevance Health

Elevance Health, Inc., together with its subsidiaries, operates as a health benefits company in the United States. The company operates in four segments: Health Benefits, CarelonRx, Carelon Services, and Corporate & Other. It 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. The company 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, it 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. The company 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 based in Indianapolis, Indiana.

Opportunity Summary
Trading at $394, 12% above fair value of $351. Passes all ethical screens. Ranks better than 88% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.26%)PASS
Cash Ratio (0.23%)PASS
Receivables Ratio (0.16%)PASS
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 77.3
Score Valuation: 71.5
Score Quality: 46.2
Score Combined: 55.4
Fair Value Est: $350.70 · Margin of Safety: -12.3% · Tier: FAIR VALUE

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation100.0
Quality35.5
Cash Flow65.0
Moat25.0
Balance Sheet77.3
Debt Purity20.1
Liquid Purity30.8
Rev Purity100.0
Compliance46.7
Tier: BRONZE · Score: 47.0 · Rank: #2664
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-166.20Pending--
2026-04-2210.8112.58+16.4%
2026-01-283.093.33+7.7%
2025-10-214.946.03+22.0%
2025-07-178.928.84-0.9%
2025-04-2211.4811.97+4.3%
2025-01-233.853.84-0.3%
2024-10-179.658.37-13.3%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$50.2B$1.8B8.12
2025-12-31$49.7B$547.0M2.48
2025-09-30$50.7B$1.2B5.35
2025-06-30$49.8B$1.7B7.75
2025-03-31$48.9B$2.2B9.67
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-05-19PENCZEK RONALD WOfficer1,531$450.6K
2026-05-19PENCZEK RONALD WOfficer1,531$617.2K
2026-05-13HAY LEWIS IIIDirector563--
2026-05-13PERU RAMIRO GDirector563--
2026-05-13SCHNEIDER RYAN M.Director563--
2026-05-13COLLIS STEVEN HDirector563--
2026-05-13STRABLE-SOETHOUT DEANNA DDirector563--
2026-05-13DEVORE SUSAN DDirector563--
2026-05-13NERI ANTONIO FDirector563--
2026-05-13JALLAL BAHIJADirector563--
Top Institutional Holders
HolderSharesValue% Held
Blackrock Inc.19.9M$7.8B0.1%
Vanguard Capital Management LLC14.3M$5.7B0.1%
State Street Corporation10.3M$4.1B0.0%
Wellington Management Group, LLP8.2M$3.2B0.0%
Vanguard Portfolio Management LLC6.4M$2.5B0.0%
Sanders Capital, LLC5.9M$2.3B0.0%
Geode Capital Management, LLC5.2M$2.0B0.0%
Artisan Partners Limited Partnership5.1M$2.0B0.0%
Invesco Ltd.4.8M$1.9B0.0%
Harris Associates L.P.4.8M$1.9B0.0%
Analyst Recommendations
3 Months Ago
3
11
8
22 analysts
2 Months Ago
3
11
8
22 analysts
Last Month
3
11
8
22 analysts
Current
3
12
7
22 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$80.6B
Price/Book
1.95
Beta
0.671
Analysts
21
Total Revenue (TTM)
$200.4B
Total Debt
$31.8B
Earnings Growth
-16.8%
Dividend Yield
1.7%
Rec. Mean
1.77
Short Ratio
2.86
Short % Float
0.0%
Employees
96,129

Elite Intelligence

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Trade Consideration
The Opportunity
Score 55.4 (P86 — top 13.7% of scored tickers). Weak Moat. Ethical PASS. 21 analysts at Buy.
Price: $393.97 | Target: $400.62 (+2%) | Fair Value: $350.70 (+-11%)
Score
55
Moat
WEAK
Conviction
Standard
Upside
+2%
The Fundamentals
Revenue Growth+2.6%
Profit Margin2.6%
ROE12.1%
Forward P/E13.5
Market Cap$85.6B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-16$6.20Pending
2026-04-22$10.81$12.58+16.4%
2026-01-28$3.09$3.33+7.7%
2025-10-21$4.94$6.03+22.0%
2025-07-17$8.92$8.84-0.9%
2025-04-22$11.48$11.97+4.3%
Position Sizing Scenarios
Stop: $334.87 (-15%) | Entry: $393.97
SharesCostProfit to TargetR:R
To Consensus ($400.62, 21 analysts)
10$3,939.70+$66.50 (2%)0.1R
50$19,698.50+$332.50 (2%)0.1R
100$39,397.00+$665.00 (2%)0.1R
To Fair Value ($350.70)
10$3,939.70+$-432.70 (-11%)-0.7R
50$19,698.50+$-2,163.50 (-11%)-0.7R
100$39,397.00+$-4,327.00 (-11%)-0.7R
Risk Factors
  • No elevated risk flags in current data
The Verdict
Elevance Health passes all ethical screens and holds a weak competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
50.2
Risk Grade
LOW_RISK
Layers
8
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-3.0%
worst expected daily loss, 19 in 20 days
CVaR 95%
-6.1%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.40
above 1.0 is good
Max Drawdown
-50.4%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
95
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
1.4x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
62.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
CNC0.612
MOH0.575
UNH0.555
CVS0.484
HUM0.478
Inverse Correlated
TickerCorrelation
VIA-0.154
5069.KL-0.122
ZAIN.KW-0.120
AMC.AX-0.120
SHWZ-0.116
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Thursday
Best Month
Apr
Worst Month
Jul
Fri-Mon Effect
0.22098419759610388
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+2.1%
Beat Drift Positive %
40.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+12.5%
3M Return
+19.3%
6M Return
+24.9%
12M Return
+3.0%
Momentum Rank
#1054
Momentum Signal
UP

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