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Elevance Health Inc (ELV)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0367521038

Sector

Healthcare

IPO Date

Jan 2, 2001

Highlights

Market Cap

$95.77B

EPS (TTM)

$27.46

PE Ratio

15.04

PEG Ratio

0.79

Total Revenue (TTM)

$174.02B

Gross Profit (TTM)

$48.61B

EBITDA (TTM)

$10.82B

Year Range

$397.98 - $565.56

Target Price

$521.62

Short %

1.23%

Short Ratio

1.44

Share Price Chart


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Compare to other instruments

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


Popular comparisons:
ELV vs. UNH ELV vs. FSLR ELV vs. MMC ELV vs. SWK ELV vs. DFS ELV vs. ABBV ELV vs. QQQ ELV vs. AAPL ELV vs. AVGO ELV vs. AMD
Popular comparisons:
ELV vs. UNH ELV vs. FSLR ELV vs. MMC ELV vs. SWK ELV vs. DFS ELV vs. ABBV ELV vs. QQQ ELV vs. AAPL ELV vs. AVGO ELV vs. AMD

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Elevance Health Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-30.00%-20.00%-10.00%0.00%10.00%JuneJulyAugustSeptemberOctoberNovember
-25.57%
10.60%
ELV (Elevance Health Inc)
Benchmark (^GSPC)

Returns By Period

Elevance Health Inc had a return of -14.24% year-to-date (YTD) and -12.37% in the last 12 months. Over the past 10 years, Elevance Health Inc had an annualized return of 13.81%, outperforming the S&P 500 benchmark which had an annualized return of 11.16%.


ELV

YTD

-14.24%

1M

-6.98%

6M

-26.40%

1Y

-12.37%

5Y (annualized)

7.81%

10Y (annualized)

13.81%

^GSPC (Benchmark)

YTD

23.62%

1M

0.54%

6M

11.19%

1Y

30.63%

5Y (annualized)

13.61%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of ELV, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20244.64%1.58%3.78%1.94%1.87%0.93%-1.81%4.67%-6.34%-21.97%-14.24%
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%
2020-12.17%-3.09%-11.36%23.65%4.77%-10.30%4.11%2.82%-4.25%1.57%14.19%3.38%7.74%
201915.37%-0.75%-4.32%-8.35%5.68%1.82%4.39%-11.23%-7.90%12.07%7.28%4.93%16.33%
201810.15%-5.03%-6.36%7.41%-6.17%7.86%6.29%4.64%3.81%0.55%5.26%-9.23%18.11%
20177.21%6.93%0.73%7.56%2.51%3.53%-1.02%5.28%-2.79%10.18%12.31%-3.95%58.72%
2016-6.42%0.15%6.87%1.28%-6.12%-0.13%0.00%-4.77%0.71%-2.75%16.96%1.33%5.15%
20157.39%8.51%5.89%-2.25%11.21%-1.83%-6.01%-8.57%-0.32%-0.61%-6.30%7.44%12.86%
2014-6.92%5.34%10.42%1.14%7.63%-0.29%2.04%6.10%3.05%5.91%0.96%-1.42%38.21%
20136.40%-4.07%7.16%10.10%5.55%6.86%4.55%-0.49%-1.38%1.42%9.53%-0.12%54.63%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of ELV is 17, indicating that it is in the bottom 17% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of ELV is 1717
Combined Rank
The Sharpe Ratio Rank of ELV is 1919
Sharpe Ratio Rank
The Sortino Ratio Rank of ELV is 1818
Sortino Ratio Rank
The Omega Ratio Rank of ELV is 1717
Omega Ratio Rank
The Calmar Ratio Rank of ELV is 2222
Calmar Ratio Rank
The Martin Ratio Rank of ELV is 1010
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Elevance Health Inc (ELV) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for ELV, currently valued at -0.49, compared to the broader market-4.00-2.000.002.004.00-0.492.51
The chart of Sortino ratio for ELV, currently valued at -0.50, compared to the broader market-4.00-2.000.002.004.00-0.503.37
The chart of Omega ratio for ELV, currently valued at 0.93, compared to the broader market0.501.001.502.000.931.47
The chart of Calmar ratio for ELV, currently valued at -0.39, compared to the broader market0.002.004.006.00-0.393.63
The chart of Martin ratio for ELV, currently valued at -1.33, compared to the broader market0.0010.0020.0030.00-1.3316.15
ELV
^GSPC

The current Elevance Health Inc Sharpe ratio is -0.49. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Elevance Health Inc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.00JuneJulyAugustSeptemberOctoberNovember
-0.49
2.48
ELV (Elevance Health Inc)
Benchmark (^GSPC)

Dividends

Dividend History

Elevance Health Inc provided a 1.59% dividend yield over the last twelve months, with an annual payout of $6.37 per share. The company has been increasing its dividends for 12 consecutive years.


1.00%1.20%1.40%1.60%1.80%$0.00$1.00$2.00$3.00$4.00$5.00$6.0020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$6.37$5.92$5.12$4.52$3.80$3.20$3.00$2.70$2.60$2.50$1.75$1.50

Dividend yield

1.59%1.26%1.00%0.98%1.18%1.06%1.14%1.20%1.81%1.79%1.39%1.62%

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
2024$0.00$0.00$1.63$0.00$0.00$1.63$0.00$0.00$1.63$0.00$0.00$4.89
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
2020$0.00$0.00$0.95$0.00$0.00$0.95$0.00$0.00$0.95$0.00$0.00$0.95$3.80
2019$0.00$0.00$0.80$0.00$0.00$0.80$0.00$0.00$0.80$0.00$0.00$0.80$3.20
2018$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$0.00$0.00$0.75$3.00
2017$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.70$0.00$0.00$0.70$2.70
2016$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$0.00$0.00$0.65$2.60
2015$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$0.00$0.00$0.63$2.50
2014$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.44$1.75
2013$0.38$0.00$0.00$0.38$0.00$0.00$0.38$0.00$0.00$0.38$1.50

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.6%
Elevance Health Inc has a dividend yield of 1.59%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%18.8%
Elevance Health Inc has a payout ratio of 18.76%, which is below the market average. This means Elevance Health Inc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

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.


-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-28.53%
-2.18%
ELV (Elevance Health Inc)
Benchmark (^GSPC)

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 28.53%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-67.19%Dec 26, 2007230Nov 20, 20081170Jul 18, 20131400
-44.12%Feb 27, 2019270Mar 23, 2020150Oct 23, 2020420
-30.85%Jun 23, 2015159Feb 8, 2016267Mar 1, 2017426
-28.53%Sep 4, 202453Nov 15, 2024
-27.33%Jun 13, 2002169Feb 12, 200367May 20, 2003236

Volatility

Volatility Chart

The current Elevance Health Inc volatility is 7.08%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%JuneJulyAugustSeptemberOctoberNovember
7.08%
4.06%
ELV (Elevance Health Inc)
Benchmark (^GSPC)

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 assessment of the market value of Elevance Health Inc compared to its peers in the Healthcare Plans industry.


PE Ratio
15.020.025.030.035.040.015.0
The chart displays the price to earnings (P/E) ratio for ELV in comparison to other companies of the Healthcare Plans industry. Currently, ELV has a PE value of 15.0. This PE ratio falls in the average range for the industry.
PEG Ratio
-0.50.00.51.01.50.8
The chart displays the price to earnings to growth (PEG) ratio for ELV in comparison to other companies of the Healthcare Plans industry. Currently, ELV has a PEG value of 0.8. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Elevance Health Inc.


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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