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Elevance Health, Inc. (ELV) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Elevance Health, Inc.

ELVMarket cap $88BPrice $404.3

Country🇺🇸United States

SectorHealthcare

IndustryHealthcare Services

Operates health insurance plans serving 47 million Americans through Medicaid, Medicare, and employer coverage. Controls one of the largest healthcare networks in the country, processing billions in medical claims annually.

In Bastion Portfolios?

52W Return+17%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+8%6

Revenue Forecast

Rev CAGR (1y)-1%2

Rev CAGR (3y)+2%2

Rev CAGR (5y)+2%2

Earnings Forecast

EPS Growth Y+1+8%6

EPS Growth Y+2+5%5

EPS Growth Y+3+12%7

Quality

Margins

EBIT Margin4%2

Net Income Margin2%3

Free Cash Flow Margin3%3

Debt

Net Debt/EBITDA2.54

Efficiency

ROE11%5

ROA4%5

Earnings Stability77

GEAR+WEAK28

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)156

P/E Ratio (Forward 3y)136

P/BV2.07

EV Multiples

EV/EBITDA Fwd97

EV/EBIT Fwd118

Yield

Free Cash Flow Yield7.2%8

Dividend Yield1.7%5

Momentum

Short term

1 month return+1%8

3 month return-2%6

YTD return+17%7

Mid term

Price vs 52wHigh93%9

1 year return+14%6

Long term

3 year return-6%2

5 year return+13%4

Risk Shield

Price Risk

Beta0.48

Volatility35%5

Free Cash Flow

Free Cash Flow Margin3%3

Free Cash Flow Yield7.2%8

Quality

ROCE10%5

Earnings Stability77

Net Debt/EBITDA2.54

02Growth

Is it actually growing, and how fast?

ELVElevance Health

Revenue FY25$199B

GROWTH RATING↗

WEAK16 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y-1%2

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+8%6

EPS growth, FY27E+5%5

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 8%/yr vs revenue 2%/yr), so margins should widen.

WATCH

Revenue grew 8%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 84% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE57 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return-2%6

YTD return+17%7

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+14%6

3-year return-6%2

5-year return+13%4

MOMENTUM ASSESSMENT

STRENGTHS

It's up 14% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%) and so far this year (+17%).

WATCH

Returns sit at the market level over three months (-2%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-5.5% over three years and +13% over five), behind 70% of the market.

BOTTOM LINE

Early Turnaround

A poor multi-year track record but a sharp recent rally. Momentum is turning up, yet the trend is young and unproven — it needs follow-through to confirm rather than fade. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Elevance. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

ELVElevance Health

Revenue FY25$199B

GROWTH RATING↗

WEAK16 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y-1%2

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+8%6

EPS growth, FY27E+5%5

EPS growth, FY28E+12%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 8%/yr vs revenue 2%/yr), so margins should widen.

WATCH

Revenue grew 8%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

WEAKNESSES

Growth is the weak spot here, trailing 84% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE57 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return-2%6

YTD return+17%7

MID & LONG-TERM▾SCORE

% of 52-week high93%9

1-year return+14%6

3-year return-6%2

5-year return+13%4

MOMENTUM ASSESSMENT

STRENGTHS

It's up 14% over the past year, now 7% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%) and so far this year (+17%).

WATCH

Returns sit at the market level over three months (-2%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-5.5% over three years and +13% over five), behind 70% of the market.

BOTTOM LINE

Early Turnaround

04Value

Are you paying a fair price for it?

Stop guessing on Elevance. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community