Elevance Health Stock Five Year Return

ELV Stock

USD 402.75 0.79 0.20%

Elevance Health fundamentals help investors to digest information that contributes to Elevance Health's financial success or failures. It also enables traders to predict the movement of Elevance Stock. The fundamental analysis module provides a way to measure Elevance Health's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Elevance Health stock.

Short Long Term Debt Total Total Assets

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Elevance Health Company Five Year Return Analysis

Elevance Health's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Current Elevance Health Five Year Return

1.13 %

Most of Elevance Health's fundamental indicators, such as Five Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Elevance Health is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Elevance Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Elevance Health is extremely important. It helps to project a fair market value of Elevance Stock properly, considering its historical fundamentals such as Five Year Return. Since Elevance Health's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Elevance Health's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Elevance Health's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Net Debt	Total Liab	Retained Earnings	Accounts Payable	Long Term Debt	Short Term Investments	Intangible Assets	Property Plant Equipment	Net Receivables	Total Current Assets	Short Term Debt	Common Stock	Current Deferred Revenue	Good Will	Deferred Long Term Liab	Net Tangible Assets	Long Term Debt Total	Capital Surpluse	Long Term Investments	Short Long Term Debt	Cash And Equivalents	Net Invested Capital	Capital Stock
Total Assets		0.99	0.93	0.84	0.81	0.58	0.98	0.98	0.9	0.76	0.78	0.75	0.6	0.09	0.77	0.98	0.43	0.2	0.94	-0.7	0.59	0.0	0.67	0.68	-0.58
Total Stockholder Equity	0.99		0.92	0.84	0.8	0.59	0.96	0.97	0.94	0.74	0.78	0.71	0.61	0.23	0.82	0.98	0.44	0.15	0.91	-0.69	0.53	-0.04	0.61	0.63	-0.52
Net Debt	0.93	0.92		0.73	0.68	0.56	0.97	0.87	0.89	0.6	0.84	0.62	0.64	0.19	0.74	0.95	0.59	0.01	0.82	-0.7	0.39	0.13	0.42	0.45	-0.38
Total Liab	0.84	0.84	0.73		0.98	0.8	0.82	0.81	0.81	0.96	0.66	0.95	0.49	0.04	0.84	0.87	0.43	0.33	0.9	-0.85	0.82	0.02	0.69	0.83	-0.77
Retained Earnings	0.81	0.8	0.68	0.98		0.79	0.78	0.77	0.73	0.99	0.65	0.96	0.52	-0.04	0.76	0.82	0.32	0.47	0.91	-0.82	0.85	-0.02	0.73	0.88	-0.8
Accounts Payable	0.58	0.59	0.56	0.8	0.79		0.6	0.56	0.57	0.79	0.5	0.79	0.29	0.03	0.7	0.64	0.47	0.33	0.67	-0.79	0.62	0.05	0.43	0.64	-0.56
Long Term Debt	0.98	0.96	0.97	0.82	0.78	0.6		0.93	0.89	0.72	0.82	0.74	0.6	0.1	0.76	0.98	0.53	0.16	0.9	-0.73	0.51	0.08	0.59	0.59	-0.5
Short Term Investments	0.98	0.97	0.87	0.81	0.77	0.56	0.93		0.89	0.73	0.68	0.7	0.5	0.08	0.77	0.94	0.4	0.17	0.93	-0.63	0.59	-0.03	0.7	0.69	-0.6
Intangible Assets	0.9	0.94	0.89	0.81	0.73	0.57	0.89	0.89		0.65	0.71	0.63	0.51	0.43	0.91	0.95	0.58	-0.13	0.79	-0.7	0.44	0.04	0.41	0.47	-0.41
Property Plant Equipment	0.76	0.74	0.6	0.96	0.99	0.79	0.72	0.73	0.65		0.56	0.97	0.43	-0.13	0.71	0.76	0.28	0.53	0.88	-0.76	0.89	-0.03	0.78	0.93	-0.84
Net Receivables	0.78	0.78	0.84	0.66	0.65	0.5	0.82	0.68	0.71	0.56		0.59	0.79	0.18	0.65	0.81	0.42	0.09	0.71	-0.76	0.33	0.16	0.36	0.38	-0.3
Total Current Assets	0.75	0.71	0.62	0.95	0.96	0.79	0.74	0.7	0.63	0.97	0.59		0.39	-0.19	0.69	0.75	0.42	0.51	0.85	-0.79	0.86	0.0	0.76	0.89	-0.82
Short Term Debt	0.6	0.61	0.64	0.49	0.52	0.29	0.6	0.5	0.51	0.43	0.79	0.39		0.09	0.35	0.6	0.01	0.15	0.6	-0.48	0.34	-0.2	0.24	0.34	-0.31
Common Stock	0.09	0.23	0.19	0.04	-0.04	0.03	0.1	0.08	0.43	-0.13	0.18	-0.19	0.09		0.48	0.21	0.22	-0.56	-0.08	-0.13	-0.44	0.0	-0.39	-0.4	0.5
Current Deferred Revenue	0.77	0.82	0.74	0.84	0.76	0.7	0.76	0.77	0.91	0.71	0.65	0.69	0.35	0.48		0.84	0.57	-0.11	0.72	-0.82	0.46	0.17	0.4	0.48	-0.41
Good Will	0.98	0.98	0.95	0.87	0.82	0.64	0.98	0.94	0.95	0.76	0.81	0.75	0.6	0.21	0.84		0.54	0.11	0.91	-0.76	0.54	0.04	0.56	0.61	-0.52
Deferred Long Term Liab	0.43	0.44	0.59	0.43	0.32	0.47	0.53	0.4	0.58	0.28	0.42	0.42	0.01	0.22	0.57	0.54		-0.14	0.26	-0.41	0.14	0.13	0.05	0.11	-0.12
Net Tangible Assets	0.2	0.15	0.01	0.33	0.47	0.33	0.16	0.17	-0.13	0.53	0.09	0.51	0.15	-0.56	-0.11	0.11	-0.14		0.35	-0.11	0.52	-0.33	0.57	0.64	-0.49
Long Term Debt Total	0.94	0.91	0.82	0.9	0.91	0.67	0.9	0.93	0.79	0.88	0.71	0.85	0.6	-0.08	0.72	0.91	0.26	0.35		-0.74	0.76	0.0	0.8	0.84	-0.75
Capital Surpluse	-0.7	-0.69	-0.7	-0.85	-0.82	-0.79	-0.73	-0.63	-0.7	-0.76	-0.76	-0.79	-0.48	-0.13	-0.82	-0.76	-0.41	-0.11	-0.74		-0.56	-0.35	-0.42	-0.54	0.5
Long Term Investments	0.59	0.53	0.39	0.82	0.85	0.62	0.51	0.59	0.44	0.89	0.33	0.86	0.34	-0.44	0.46	0.54	0.14	0.52	0.76	-0.56		-0.06	0.76	0.95	-0.99
Short Long Term Debt	0.0	-0.04	0.13	0.02	-0.02	0.05	0.08	-0.03	0.04	-0.03	0.16	0.0	-0.2	0.0	0.17	0.04	0.13	-0.33	0.0	-0.35	-0.06		-0.11	-0.11	0.07
Cash And Equivalents	0.67	0.61	0.42	0.69	0.73	0.43	0.59	0.7	0.41	0.78	0.36	0.76	0.24	-0.39	0.4	0.56	0.05	0.57	0.8	-0.42	0.76	-0.11		0.89	-0.79
Net Invested Capital	0.68	0.63	0.45	0.83	0.88	0.64	0.59	0.69	0.47	0.93	0.38	0.89	0.34	-0.4	0.48	0.61	0.11	0.64	0.84	-0.54	0.95	-0.11	0.89		-0.95
Capital Stock	-0.58	-0.52	-0.38	-0.77	-0.8	-0.56	-0.5	-0.6	-0.41	-0.84	-0.3	-0.82	-0.31	0.5	-0.41	-0.52	-0.12	-0.49	-0.75	0.5	-0.99	0.07	-0.79	-0.95

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Elevance Return On Tangible Assets

Return On Tangible Assets

0.0637

At this time, Elevance Health's Return On Tangible Assets are fairly stable compared to the past year.

According to the company disclosure, Elevance Health has a Five Year Return of 1.13%. This is much higher than that of the Health Care Providers & Services sector and significantly higher than that of the Health Care industry. The five year return for all United States stocks is notably lower than that of the firm.

Elevance Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Elevance Health's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Elevance Health could also be used in its relative valuation, which is a method of valuing Elevance Health by comparing valuation metrics of similar companies.

Elevance Health is currently under evaluation in five year return category among its peers.

Elevance Health ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Elevance Health's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Elevance Health's managers, analysts, and investors.

Environmental

Governance

Social

Elevance Fundamentals

	Return On Equity	0.16
	Return On Asset	0.0584
	Profit Margin	0.04 %
	Operating Margin	0.04 %
	Current Valuation	112.69 B
	Shares Outstanding	231.92 M
	Shares Owned By Insiders	0.10 %
	Shares Owned By Institutions	91.69 %
	Number Of Shares Shorted	3.13 M
	Price To Earning	19.27 X
	Price To Book	2.13 X
	Price To Sales	0.54 X
	Revenue	171.34 B
	Gross Profit	40.11 B
	EBITDA	10.49 B
	Net Income	5.99 B
	Cash And Equivalents	7.39 B
	Cash Per Share	150.32 X
	Total Debt	25.12 B
	Debt To Equity	0.66 %
	Current Ratio	1.35 X
	Book Value Per Share	188.74 X
	Cash Flow From Operations	8.06 B
	Short Ratio	1.33 X
	Earnings Per Share	27.47 X
	Price To Earnings To Growth	0.75 X
	Target Price	520.12
	Number Of Employees	104.9 K
	Beta	0.85
	Market Capitalization	93.41 B
	Total Asset	108.93 B
	Retained Earnings	31.75 B
	Annual Yield	0.02 %
	Five Year Return	1.13 %
	Net Asset	108.93 B
	Last Dividend Paid	6.37

About Elevance Health Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Elevance Health's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Elevance Health using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Elevance Health based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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Additional Tools for Elevance Stock Analysis

When running Elevance Health's price analysis, check to measure Elevance Health's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Elevance Health is operating at the current time. Most of Elevance Health's value examination focuses on studying past and present price action to predict the probability of Elevance Health's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Elevance Health's price. Additionally, you may evaluate how the addition of Elevance Health to your portfolios can decrease your overall portfolio volatility.

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