Elevance Health (ELV) is a managed health care company in the Health Care sector. Listed on the NASDAQ, Elevance Health is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $404.56.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $404.56 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 6.70% |
| Risk / Std Dev (Annualized) | 29.02% |
| Sharpe Ratio (rf=4.5%) | 0.08 |
S&P 500 Context
- Sector: Health Care
- Sub-Industry: Managed Health Care
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 6.70% with an annualized volatility of 29.02%. The Sharpe ratio of 0.08 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 87.86B |
| Enterprise Value | 82.76B |
| Trailing P/E | 17.15 |
| Forward P/E | 13.83 |
| Price to Book | 2.0 |
| Price to Sales | 0.44 |
| EV/Revenue | 0.41 |
| EV/EBITDA | 9.69 |
| Profitability | | | Profit Margin | 2.62% | | Operating Margin | 5.3% | | ROE | 12.09% | | ROA | 3.98% |
| Growth | | | Revenue Growth | 2.6% | | Earnings Growth | -16.8% |
| Dividend | | | Dividend Yield | 170.0% | | Payout Ratio | 29.03% | | 5Y Avg Yield | 136.0% |
| Financial Health | | | Total Revenue | 200.42B | | Total Debt | 31.84B | | Total Cash | 37.07B | | Free Cash Flow | 4.3B | | Operating Cash Flow | 7.61B |
| Price & Technical | | | 52W High | $426.79$ | | 52W Low | $273.71$ | | 50-Day Avg | $361.04$ | | 200-Day Avg | $338.27$ | | Beta | 0.68 | | Shares Outstanding | 0.22B | | Float Shares | 0.22B | | Insider Holdings | 0.18% | | Institutional Holdings | 93.46% | | Short Ratio | 4.03 | | Short % of Float | 3.4% |
| Analyst Targets | | | Target High | $498.0$ | | Target Low | $331.0$ | | Target Mean | $415.81$ | | Target Median | $400.0$ | | # of Analysts | 21 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.