PortfoliosLab logoPortfoliosLab logo
Elevance Health Inc (ELV)
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN
US0367521038
IPO Date
Jan 2, 2001

Highlights

Market Cap
$69.10B
Enterprise Value
$62.10B
EPS (TTM)
$25.22
PE Ratio
12.35
Total Revenue (TTM)
$198.69B
Gross Profit (TTM)
$111.58B
EBITDA (TTM)
$9.57B
Year Range
$273.71 - $443.29
Target Price
$392.60
ROA (TTM)
4.66%
ROE (TTM)
12.90%

Share Price Chart


Loading graphics...

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

ELV Performance Chart

Elevance Health Inc (ELV) is down 10.6% since the beginning of the year. At $312 per share, ELV is trading 29.7% below its 52-week high of $443. Investors who bought $1,000 worth of ELV shares 5 years ago would now be looking at an investment worth $926.


Loading graphics...

S&P 500 Index

Returns By Period

Elevance Health Inc (ELV) has returned -10.58% so far this year and -27.08% over the past 12 months. Over the last ten years, ELV has returned 9.63% per year, falling short of the S&P 500 Index benchmark, which averaged 12.70% annually.


Elevance Health Inc

1D
-1.69%
1M
7.50%
YTD
-10.58%
6M
-10.81%
1Y
-27.08%
3Y*
-12.60%
5Y*
-1.52%
10Y*
9.63%

Benchmark (S&P 500 Index)

1D
-0.11%
1M
0.61%
YTD
-0.42%
6M
4.03%
1Y
29.40%
3Y*
18.38%
5Y*
10.55%
10Y*
12.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ELV Monthly Returns History

Based on dividend-adjusted daily data since Oct 30, 2001, ELV's average daily return is +0.07%, while the average monthly return is +1.31%. At this rate, an investment would double in approximately 4.4 years.

Historically, 59% of months were positive and 41% were negative. The best month was Nov 2004 with a return of +26.0%, while the worst month was Mar 2008 at -37.0%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, ELV closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +18.4%, while the worst single day was Mar 11, 2008 at -28.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026-1.37%-7.44%-7.95%6.42%-10.58%
20257.26%0.30%10.05%-3.31%-8.74%1.78%-27.22%12.57%1.96%-1.83%6.64%4.17%-3.14%
20244.64%1.58%3.78%1.94%1.87%0.93%-1.81%4.67%-6.34%-21.97%0.30%-8.98%-20.72%
2023-2.53%-6.06%-1.79%1.92%-4.44%-0.47%6.15%-6.28%-1.16%3.37%6.53%-1.35%-6.89%
2022-4.86%2.46%9.02%2.18%1.53%-5.06%-1.14%1.68%-6.12%20.37%-2.53%-3.51%11.83%
2021-7.51%2.09%18.79%5.69%4.96%-3.85%0.58%-2.31%-0.32%16.72%-6.64%14.43%46.12%

Benchmark Metrics

Elevance Health Inc has an annualized alpha of 9.90%, beta of 0.79, and R² of 0.24 versus S&P 500 Index. Calculated based on daily prices since October 31, 2001.

  • This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (87.79%) than losses (62.80%) — typical of diversified or defensive assets.
  • R² of 0.24 means this stock moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
9.90%
Beta
0.79
0.24
Upside Capture
87.79%
Downside Capture
62.80%

Return for Risk

Risk / Return Rank

ELV ranks 11 for risk / return — in the bottom 11% of stocks on our site. This means you're taking on significantly more risk than the returns justify. Consider whether the potential upside is worth the volatility, or explore alternatives with better risk / return profiles.


ELV Risk / Return Rank: 1111
Overall Rank
ELV Sharpe Ratio Rank: 99
Sharpe Ratio Rank
ELV Sortino Ratio Rank: 1111
Sortino Ratio Rank
ELV Omega Ratio Rank: 1010
Omega Ratio Rank
ELV Calmar Ratio Rank: 1010
Calmar Ratio Rank
ELV Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Elevance Health Inc (ELV) and compare them to a chosen benchmark (S&P 500 Index).


ELVBenchmarkDifference

Sharpe ratio

Return per unit of total volatility

-0.69

2.23

-2.92

Sortino ratio

Return per unit of downside risk

-0.72

3.12

-3.83

Omega ratio

Gain probability vs. loss probability

0.89

1.42

-0.52

Calmar ratio

Return relative to maximum drawdown

-0.70

4.05

-4.74

Martin ratio

Return relative to average drawdown

-1.11

17.91

-19.02

Explore ELV risk-adjusted metrics in detail

Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.

Dividends

Dividend History

Elevance Health Inc provided a 2.20% dividend yield over the last twelve months, with an annual payout of $6.85 per share. The company has been increasing its dividends for 14 consecutive years.


1.00%1.20%1.40%1.60%1.80%2.00%$0.00$1.00$2.00$3.00$4.00$5.00$6.00$7.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$6.85$6.84$6.52$5.92$5.12$4.52$3.80$3.20$3.00$2.70$2.60$2.50

Dividend yield

2.20%1.95%1.77%1.26%1.00%0.98%1.18%1.06%1.14%1.20%1.81%1.79%

Monthly Dividends

The table displays the monthly dividend distributions for Elevance Health Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$1.72$0.00$1.72
2025$0.00$0.00$1.71$0.00$0.00$1.71$0.00$0.00$1.71$0.00$0.00$1.71$6.84
2024$0.00$0.00$1.63$0.00$0.00$1.63$0.00$0.00$1.63$0.00$0.00$1.63$6.52
2023$0.00$0.00$1.48$0.00$0.00$1.48$0.00$0.00$1.48$0.00$0.00$1.48$5.92
2022$0.00$0.00$1.28$0.00$0.00$1.28$0.00$0.00$1.28$0.00$0.00$1.28$5.12
2021$0.00$0.00$1.13$0.00$0.00$1.13$0.00$0.00$1.13$0.00$0.00$1.13$4.52

Dividend Yield & Payout


Dividend Yield

Elevance Health Inc has a dividend yield of 2.20%, which is quite average when compared to the overall market.

Payout Ratio

Elevance Health Inc has a payout ratio of 26.93%, which is quite average when compared to the overall market. This suggests that Elevance Health Inc strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading graphics...

Worst Drawdowns

The table below displays the maximum drawdowns of the Elevance Health Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Elevance Health Inc was 67.19%, occurring on Nov 20, 2008. Recovery took 1170 trading sessions.

The current Elevance Health Inc drawdown is 42.77%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.19%Dec 26, 2007230Nov 20, 20081170Jul 18, 20131400
-50.38%Sep 4, 2024228Aug 1, 2025
-44.12%Feb 27, 2019270Mar 23, 2020150Oct 23, 2020420
-30.85%Jun 23, 2015159Feb 8, 2016267Mar 1, 2017426
-27.33%Jun 13, 2002169Feb 12, 200367May 20, 2003236

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading graphics...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Elevance Health Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Valuation

The Valuation section provides an overview of how Elevance Health Inc is priced in the market compared to other companies in the Healthcare Plans industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for ELV, comparing it with other companies in the Healthcare Plans industry. Currently, ELV has a P/E ratio of 12.4. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for ELV relative to other companies in the Healthcare Plans industry. Currently, ELV has a P/S ratio of 0.4. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for ELV in comparison with other companies in the Healthcare Plans industry. Currently, ELV has a P/B value of 1.6. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
Portfolio Analyzer

Build a portfolio with ELV

Add Elevance Health Inc to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with ELV