ELEVANCE HEALTH INC (ELV) Fundamental Analysis & Valuation

NYSE:ELV • US0367521038

Current stock price

298.74 USD
+6.67 (+2.28%)
Last:

This ELV fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

5

1. ELV Profitability Analysis

1.1 Basic Checks

  • In the past year ELV was profitable.
  • ELV had a positive operating cash flow in the past year.
  • In the past 5 years ELV has always been profitable.
  • Each year in the past 5 years ELV had a positive operating cash flow.
ELV Yearly Net Income VS EBIT VS OCF VS FCFELV Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B 10B

1.2 Ratios

  • ELV has a Return On Assets of 4.66%. This is in the better half of the industry: ELV outperforms 74.26% of its industry peers.
  • ELV has a Return On Equity of 12.90%. This is amongst the best in the industry. ELV outperforms 81.19% of its industry peers.
  • Looking at the Return On Invested Capital, with a value of 5.74%, ELV is in the better half of the industry, outperforming 60.40% of the companies in the same industry.
  • The Average Return On Invested Capital over the past 3 years for ELV is below the industry average of 8.92%.
Industry RankSector Rank
ROA 4.66%
ROE 12.9%
ROIC 5.74%
ROA(3y)5.09%
ROA(5y)5.45%
ROE(3y)14.2%
ROE(5y)15.16%
ROIC(3y)6.74%
ROIC(5y)7.11%
ELV Yearly ROA, ROE, ROICELV Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 5 10 15

1.3 Margins

  • With a decent Profit Margin value of 2.84%, ELV is doing good in the industry, outperforming 68.32% of the companies in the same industry.
  • In the last couple of years the Profit Margin of ELV has declined.
  • ELV's Operating Margin of 4.07% is in line compared to the rest of the industry. ELV outperforms 58.42% of its industry peers.
  • In the last couple of years the Operating Margin of ELV has declined.
Industry RankSector Rank
OM 4.07%
PM (TTM) 2.84%
GM N/A
OM growth 3Y-9.09%
OM growth 5Y-8.43%
PM growth 3Y-8.92%
PM growth 5Y-5.39%
GM growth 3YN/A
GM growth 5YN/A
ELV Yearly Profit, Operating, Gross MarginsELV Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2 4 6

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2

2. ELV Health Analysis

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so ELV is destroying value.
  • Compared to 1 year ago, ELV has less shares outstanding
  • ELV has less shares outstanding than it did 5 years ago.
  • The debt/assets ratio for ELV has been reduced compared to a year ago.
ELV Yearly Shares OutstandingELV Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 50M 100M 150M 200M 250M
ELV Yearly Total Debt VS Total AssetsELV Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20B 40B 60B 80B 100B

2.2 Solvency

  • ELV has a debt to FCF ratio of 10.10. This is a negative value and a sign of low solvency as ELV would need 10.10 years to pay back of all of its debts.
  • Looking at the Debt to FCF ratio, with a value of 10.10, ELV is in line with its industry, outperforming 44.55% of the companies in the same industry.
  • A Debt/Equity ratio of 0.71 indicates that ELV is somewhat dependend on debt financing.
  • ELV has a Debt to Equity ratio of 0.71. This is comparable to the rest of the industry: ELV outperforms 53.47% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.71
Debt/FCF 10.1
Altman-Z N/A
ROIC/WACC0.73
WACC7.89%
ELV Yearly LT Debt VS Equity VS FCFELV Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 10B 20B 30B 40B

2.3 Liquidity

Industry RankSector Rank
Current Ratio N/A
Quick Ratio N/A
ELV Yearly Current Assets VS Current LiabilitesELV Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B

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5

3. ELV Growth Analysis

3.1 Past

  • The earnings per share for ELV have decreased by -8.49% in the last year.
  • The Earnings Per Share has been growing slightly by 6.12% on average over the past years.
  • The Revenue has grown by 12.62% in the past year. This is quite good.
  • Measured over the past years, ELV shows a quite strong growth in Revenue. The Revenue has been growing by 10.32% on average per year.
EPS 1Y (TTM)-8.49%
EPS 3Y1.27%
EPS 5Y6.12%
EPS Q2Q%-13.28%
Revenue 1Y (TTM)12.62%
Revenue growth 3Y8.34%
Revenue growth 5Y10.32%
Sales Q2Q%9.61%

3.2 Future

  • The Earnings Per Share is expected to grow by 8.55% on average over the next years. This is quite good.
  • The Revenue is expected to grow by 2.69% on average over the next years.
EPS Next Y-13.31%
EPS Next 2Y-1.08%
EPS Next 3Y4.72%
EPS Next 5Y8.55%
Revenue Next Year-2.15%
Revenue Next 2Y0.44%
Revenue Next 3Y1.72%
Revenue Next 5Y2.69%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
ELV Yearly Revenue VS EstimatesELV Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 50B 100B 150B 200B
ELV Yearly EPS VS EstimatesELV Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 10 20 30 40 50

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6

4. ELV Valuation Analysis

4.1 Price/Earnings Ratio

  • A Price/Earnings ratio of 9.90 indicates a reasonable valuation of ELV.
  • Compared to the rest of the industry, the Price/Earnings ratio of ELV indicates a rather cheap valuation: ELV is cheaper than 92.08% of the companies listed in the same industry.
  • ELV is valuated cheaply when we compare the Price/Earnings ratio to 25.96, which is the current average of the S&P500 Index.
  • The Price/Forward Earnings ratio is 11.42, which indicates a very decent valuation of ELV.
  • ELV's Price/Forward Earnings ratio is rather cheap when compared to the industry. ELV is cheaper than 85.15% of the companies in the same industry.
  • When comparing the Price/Forward Earnings ratio of ELV to the average of the S&P500 Index (24.04), we can say ELV is valued rather cheaply.
Industry RankSector Rank
PE 9.9
Fwd PE 11.42
ELV Price Earnings VS Forward Price EarningsELV Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 10 20 30 40 50

4.2 Price Multiples

  • Based on the Enterprise Value to EBITDA ratio, ELV is valued a bit cheaper than the industry average as 74.26% of the companies are valued more expensively.
  • Compared to the rest of the industry, the Price/Free Cash Flow ratio of ELV indicates a somewhat cheap valuation: ELV is cheaper than 60.40% of the companies listed in the same industry.
Industry RankSector Rank
P/FCF 20.77
EV/EBITDA 8.99
ELV Per share dataELV EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 200 400 600 800

4.3 Compensation for Growth

PEG (NY)N/A
PEG (5Y)1.62
EPS Next 2Y-1.08%
EPS Next 3Y4.72%

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7

5. ELV Dividend Analysis

5.1 Amount

  • ELV has a Yearly Dividend Yield of 2.39%.
  • Compared to an average industry Dividend Yield of 0.50, ELV pays a better dividend. On top of this ELV pays more dividend than 94.06% of the companies listed in the same industry.
  • ELV's Dividend Yield is a higher than the S&P500 average which is at 1.91.
Industry RankSector Rank
Dividend Yield 2.39%

5.2 History

  • On average, the dividend of ELV grows each year by 12.23%, which is quite nice.
  • ELV has been paying a dividend for at least 10 years, so it has a reliable track record.
  • ELV has not decreased their dividend for at least 10 years, which is a reliable track record.
Dividend Growth(5Y)12.23%
Div Incr Years13
Div Non Decr Years13
ELV Yearly Dividends per shareELV Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2 4 6

5.3 Sustainability

  • ELV pays out 27.00% of its income as dividend. This is a sustainable payout ratio.
  • ELV's earnings are growing slower than its dividend. This means the dividend growth is not sustainable.
DP27%
EPS Next 2Y-1.08%
EPS Next 3Y4.72%
ELV Yearly Income VS Free CF VS DividendELV Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B 8B
ELV Dividend Payout.ELV Dividend Payout, showing the Payout Ratio.ELV Dividend Payout.PayoutRetained Earnings

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ELV Fundamentals: All Metrics, Ratios and Statistics

ELEVANCE HEALTH INC

NYSE:ELV (3/17/2026, 9:45:08 AM)

298.74

+6.67 (+2.28%)

Chartmill FA Rating
GICS SectorHealth Care
GICS IndustryGroupHealth Care Equipment & Services
GICS IndustryHealth Care Providers & Services
Earnings (Last)01-28
Earnings (Next)04-20
Inst Owners93.57%
Inst Owner ChangeN/A
Ins Owners0.13%
Ins Owner Change12.06%
Market Cap65.93B
Revenue(TTM)199.13B
Net Income(TTM)5.66B
Analysts74.29
Price Target399.43 (33.7%)
Short Float %1.92%
Short Ratio2.13
Dividend
Industry RankSector Rank
Dividend Yield 2.39%
Yearly Dividend6.82
Dividend Growth(5Y)12.23%
DP27%
Div Incr Years13
Div Non Decr Years13
Ex-Date03-10
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)13.74%
Min EPS beat(2)6.46%
Max EPS beat(2)21.02%
EPS beat(4)3
Avg EPS beat(4)7.33%
Min EPS beat(4)-2.26%
Max EPS beat(4)21.02%
EPS beat(8)6
Avg EPS beat(8)1.93%
EPS beat(12)9
Avg EPS beat(12)1.87%
EPS beat(16)12
Avg EPS beat(16)2.12%
Revenue beat(2)1
Avg Revenue beat(2)-0.77%
Min Revenue beat(2)-2%
Max Revenue beat(2)0.45%
Revenue beat(4)3
Avg Revenue beat(4)1.05%
Min Revenue beat(4)-2%
Max Revenue beat(4)4.3%
Revenue beat(8)4
Avg Revenue beat(8)0.4%
Revenue beat(12)6
Avg Revenue beat(12)0.63%
Revenue beat(16)9
Avg Revenue beat(16)0.61%
PT rev (1m)-0.41%
PT rev (3m)1.88%
EPS NQ rev (1m)-0.59%
EPS NQ rev (3m)-0.87%
EPS NY rev (1m)-0.04%
EPS NY rev (3m)-5.44%
Revenue NQ rev (1m)0%
Revenue NQ rev (3m)-4.63%
Revenue NY rev (1m)0.18%
Revenue NY rev (3m)-5.54%
Valuation
Industry RankSector Rank
PE 9.9
Fwd PE 11.42
P/S 0.33
P/FCF 20.77
P/OCF 15.37
P/B 1.5
P/tB 15.2
EV/EBITDA 8.99
EPS(TTM)30.17
EY10.1%
EPS(NY)26.15
Fwd EY8.75%
FCF(TTM)14.38
FCFY4.81%
OCF(TTM)19.44
OCFY6.51%
SpS902.24
BVpS198.83
TBVpS19.66
PEG (NY)N/A
PEG (5Y)1.62
Graham Number367.39
Profitability
Industry RankSector Rank
ROA 4.66%
ROE 12.9%
ROCE 7.18%
ROIC 5.74%
ROICexc 6.26%
ROICexgc 11.5%
OM 4.07%
PM (TTM) 2.84%
GM N/A
FCFM 1.59%
ROA(3y)5.09%
ROA(5y)5.45%
ROE(3y)14.2%
ROE(5y)15.16%
ROIC(3y)6.74%
ROIC(5y)7.11%
ROICexc(3y)7.29%
ROICexc(5y)7.65%
ROICexgc(3y)13.44%
ROICexgc(5y)14.29%
ROCE(3y)8.45%
ROCE(5y)8.91%
ROICexgc growth 3Y-7.91%
ROICexgc growth 5Y-6.83%
ROICexc growth 3Y-6.71%
ROICexc growth 5Y-5.47%
OM growth 3Y-9.09%
OM growth 5Y-8.43%
PM growth 3Y-8.92%
PM growth 5Y-5.39%
GM growth 3YN/A
GM growth 5YN/A
F-Score5
Asset Turnover1.64
Health
Industry RankSector Rank
Debt/Equity 0.71
Debt/FCF 10.1
Debt/EBITDA 3.2
Cap/Depr 72.19%
Cap/Sales 0.56%
Interest Coverage 5.75
Cash Conversion 44.42%
Profit Quality 56.06%
Current Ratio N/A
Quick Ratio N/A
Altman-Z N/A
F-Score5
WACC7.89%
ROIC/WACC0.73
Cap/Depr(3y)78.87%
Cap/Depr(5y)77.78%
Cap/Sales(3y)0.68%
Cap/Sales(5y)0.71%
Profit Quality(3y)81.36%
Profit Quality(5y)97.25%
High Growth Momentum
Growth
EPS 1Y (TTM)-8.49%
EPS 3Y1.27%
EPS 5Y6.12%
EPS Q2Q%-13.28%
EPS Next Y-13.31%
EPS Next 2Y-1.08%
EPS Next 3Y4.72%
EPS Next 5Y8.55%
Revenue 1Y (TTM)12.62%
Revenue growth 3Y8.34%
Revenue growth 5Y10.32%
Sales Q2Q%9.61%
Revenue Next Year-2.15%
Revenue Next 2Y0.44%
Revenue Next 3Y1.72%
Revenue Next 5Y2.69%
EBIT growth 1Y-11.4%
EBIT growth 3Y-1.51%
EBIT growth 5Y1.02%
EBIT Next Year-3.32%
EBIT Next 3Y3.47%
EBIT Next 5Y6.59%
FCF growth 1Y-29.25%
FCF growth 3Y-24.06%
FCF growth 5Y-19.97%
OCF growth 1Y-25.29%
OCF growth 3Y-20.06%
OCF growth 5Y-16.69%

ELEVANCE HEALTH INC / ELV Fundamental Analysis FAQ

Can you provide the ChartMill fundamental rating for ELEVANCE HEALTH INC?

ChartMill assigns a fundamental rating of 4 / 10 to ELV.


Can you provide the valuation status for ELEVANCE HEALTH INC?

ChartMill assigns a valuation rating of 6 / 10 to ELEVANCE HEALTH INC (ELV). This can be considered as Fairly Valued.


What is the profitability of ELV stock?

ELEVANCE HEALTH INC (ELV) has a profitability rating of 5 / 10.


What are the PE and PB ratios of ELEVANCE HEALTH INC (ELV) stock?

The Price/Earnings (PE) ratio for ELEVANCE HEALTH INC (ELV) is 9.9 and the Price/Book (PB) ratio is 1.5.


Can you provide the expected EPS growth for ELV stock?

The Earnings per Share (EPS) of ELEVANCE HEALTH INC (ELV) is expected to decline by -13.31% in the next year.