Elevance Health, Inc. (ELV)
Elevance Health: A Bargain At 11x Earnings
Elevance Health is undervalued after a 27% drop, trading at the low end of its historical P/E range with significant upside potential. Managed care organizations like Elevance benefit from scale, strong network effects, and high returns on equity, especially in key Blue Cross/Blue Shield markets. Demographic tailwinds from an aging U.S. population and improving Medicaid profitability should drive long-term growth for Elevance.
Elevance Looks Cheap Now: But is it Time to Buy or Dodge?
Strong capital efficiency and commercial growth make ELV appealing, but regulatory and cost headwinds keep investors cautious.
Elevance Health: Carelon Growth Not Fully Appreciated
Elevance Health, Inc.'s Q1 results showed stable Medicare utilization and reaffirmed guidance, in contrast to sector volatility following UnitedHealth Group's rough earnings miss. Medicaid pressures remain, but rate negotiations and targeted acquisitions may support margin recovery by 2026. Carelon Services is growing rapidly, offering diversification away from premium-driven revenue.
Elevance Health's Q1 Earnings Beat Estimates on Rising Premiums
ELV continues to witness significant growth in Q1 revenues. However, its operating costs surge.
Elevance Health, Inc. (ELV) Q1 2025 Earnings Call Transcript
Elevance Health, Inc. (NYSE:ELV ) Q1 2025 Earnings Conference Call April 22, 2025 8:30 AM ET Company Participants Nathan Rich - VP, IR Gail Boudreaux - President & CEO Mark Kaye - CFO Felicia Norwood - President, Government Health Benefits Pete Haytaian - President, Carelon Conference Call Participants A.J. Rice - UBS Lance Wilkes - Bernstein Stephen Baxter - Wells Fargo Andrew Mok - Barclays Lisa Gill - JPMorgan Ann Hynes - Mizuho Ryan Langston - TD Cowen Erin Wright - Morgan Stanley Ben Hendrix - RBC Capital Markets Josh Raskin - Nephron Research Sarah James - Cantor Fitzgerald Justin Lake - Wolfe Research Joanna Gajuk - Bank of America Securities George Hill - Deutsche Bank Whit Mayo - Leerink Partners Operator Ladies and gentlemen, thank you for standing by and welcome to the Elevance Health First Quarter Earnings Conference Call.
Elevance Health (ELV) Reports Q1 Earnings: What Key Metrics Have to Say
While the top- and bottom-line numbers for Elevance Health (ELV) give a sense of how the business performed in the quarter ended March 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Elevance Health (ELV) Surpasses Q1 Earnings and Revenue Estimates
Elevance Health (ELV) came out with quarterly earnings of $11.97 per share, beating the Zacks Consensus Estimate of $11.21 per share. This compares to earnings of $10.64 per share a year ago.
Elevance confirms quarterly profit beat, reaffirms 2025 forecast
Health insurer Elevance Health said on Tuesday its first-quarter profit came above Street expectations, matching the preliminary estimates it released last week after bellwether UnitedHealth's lowered full-year forecast triggered a selloff in the sector.
Health insurer Elevance sees first-quarter profit above estimates
Elevance Health said on Thursday it expects first-quarter profit above estimates, helped by medical cost trends that were in line with its expectations.
Will a Strong MA Business Aid Elevance Health's Q1 Earnings?
ELV's Q1 results are expected to reap the benefits of higher premiums from growing Medicare Advantage membership and acquisitions pursued within the Carelon unit.
Ahead of Elevance Health (ELV) Q1 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Beyond analysts' top -and-bottom-line estimates for Elevance Health (ELV), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
Elevance Health (ELV) Reports Next Week: Wall Street Expects Earnings Growth
Elevance Health (ELV) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
