Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Elevance Health, Inc.

ELV · NYSE · Healthcare

Fundamental quality

DEMANDING

53

out of 100

Elevance Health, Inc. earns a fundamental-quality score of 53 out of 100, profiling it as a company with demanding fundamentals. Its score rests mainly on its growth (revenue +9.5%/yr). Its weakest area is its profitability (net margin 2.5%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Elevance Health (formerly Anthem) is one of the largest U.S. health insurers. It operates many plans under the Blue Cross Blue Shield brand and covers tens of millions of people across private insurance, Medicare and Medicaid.

What will shape its future

  • Medical costs versus premiums collected: the balance that decides its margin each year.
  • Regulatory and budget changes in Medicare and Medicaid, a huge part of its business.
  • Its expansion into health services (Carelon, pharmacy) to capture more value per member.

Breakdown by area

I.Growth
51

EPS growth: 4.3% · Revenue growth: 9.5%

II.Profitability
48

Net margin: 2.5% · ROE: 11.1% · ROIC: 7%

III.Financial health
50

Net debt/EBITDA: 2.99x · FCF: 3.1%

Source: SEC EDGAR · TTM through 30/06/2026

The score includes +3 for dividend strength: 13 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.

The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its profitability drags it down the most.

Versus its sector

Percentile against the other 57 Healthcare companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 21%
ROEbeats 37%
Growthbeats 60%
Cash generationbeats 17%
Less debtbeats 27%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Elevance Health, Inc. strengths

  • Revenue rising without interruption since 2020.
  • Revenue growing (9.5% annualized).
  • Positive free cash flow year after year, a self-funding business.

Elevance Health, Inc. risks and weaknesses

  • Its net debt has grown over the period.
  • Thin margins (net margin of 2.5%), little cushion for setbacks.

Elevance Health, Inc. historical evolution

YearRevenueNet incomeFree cash flowNet debt
2020121,8674,5729,66714,294
2021138,6396,1587,27717,876
2022156,5955,8947,24716,462
2023171,3405,9876,76518,369
2024177,0115,9804,55222,579
2025199,1255,6623,17422,405

Between 2020 and 2025, revenue went from $121,867M to $199,125M (+63%) and net income went from $4,572M to $5,662M (+24%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue+2%
  • Net income-17.8%

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$5.92

per share, yearly

27% of earnings

Payout

at least 13 straight years raising it

Growth

That is what we can verify in the SEC filings, whose structured data only starts in 2008 and which many companies begin tagging later. The real streak may be considerably longer.

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

Advertising

Invest smart: choose your broker well

Open your account in minutes with regulated brokers and buy U.S. and European stocks from small amounts. No paperwork.

Interactive BrokersGlobal markets

The serious investor's standard

Open free account →
WebullCommission-free

Popular in the U.S.

Open free account →

Investing carries risk of loss.

Is Elevance Health, Inc. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Elevance Health, Inc. a good company to invest in?

In terms of business quality, Elevance Health, Inc. scores 53 out of 100 in our analysis, placing it as a company with demanding fundamentals. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Elevance Health, Inc. a profitable company?

Elevance Health, Inc. is profitable, with a net margin of 2.5%, though a thin one.

Does Elevance Health, Inc. have a lot of debt?

A moderate level: its net debt is 2.99 times its EBITDA.

Is Elevance Health, Inc. growing?

Its revenue has grown 9.5% annualized in recent years and its earnings per share 4.3%, and without interruption since 2020.

Does Elevance Health, Inc. generate cash?

Yes. It converts about 3.1% of its revenue into free cash flow, and has done so positively year after year.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

Was this page helpful?