Last Price$395.5(0.3%)
Market Cap$90.7B
LTM Rule of 40 (EBIT margin)
27.3%
5Y avg
18.8%
Medical - Healthcare Plans industry
median
14.9%
Stock quality & Intrinsic value
7/10
1.5% undervalued
Elevance Health Inc. Rule of 40 (EBIT margin)
Annual
Quarterly
LTM
Industry median
Company stand-alone
Crunching data... Almost there!
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Rule of 40 (EBIT margin) | 126.1% | 35.7% | 17.4% | 9.7% | 6.7% | 3.7% | 10.7% | 8.4% | 22.2% | 10.8% | 14.0% | 13.6% | 11.5% | 8.6% | 19.6% | 23.3% | 20.2% | 18.3% | 14.5% | 80.8% |
Overvalued or undervalued?
Check the intrinsic value for ELV
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Elevance Health Inc. (ELV) Rule of 40 (EBIT margin) comparison analysis
General
LTM Rule of 40 (EBIT margin)
OTHER METRICS
Company name
Revenue growth
EPS growth
Net Income margin
Elevance Health Inc.ELV
27.3%
3.2%
(0.0%)
3.4%
Median Peer Set
14.9%
8.7%
(11.9%)
1.1%
Oscar Health, Inc.OSCR
57.2%
56.5%
N/A
0.3%
Alignment Healthcare, Inc.ALHC
44.5%
27.2%
(4.8%)
(8.1%)
Cigna CorporationCI
28.3%
8.4%
(18.9%)
2.6%
Molina Healthcare, Inc.MOH
23.4%
19.3%
9.2%
2.9%
UnitedHealth Group IncorporatedUNH
16.5%
8.9%
(35.7%)
3.6%
Humana Inc.HUM
13.3%
10.7%
(50.1%)
1.0%
Centene CorporationCNC
7.8%
5.9%
27.4%
2.0%
CVS Health CorporationCVS
6.5%
4.2%
(43.6%)
1.2%
Clover Health Investments, Corp.CLOV
(35.8%)
(41.5%)
(31.3%)
(10.5%)
Bright Health Group, Inc.BHG
(110.2%)
(51.9%)
86.2%
(103.4%)
ELV key stats
USD
Millions
Billions
Annual
Quarterly
Trailing
Key stats
Income statement
Balance sheet
Cash Flow Statement
Valuation
Ratios
Per share
Per employee
Dividends & Yields
| Dec'05 | Dec'06 | Dec'07 | Dec'08 | Dec'09 | Dec'10 | Dec'11 | Dec'12 | Dec'13 | Dec'14 | Dec'15 | Dec'16 | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
% growth | 45,150.8 116.9% | 57,009.2 26.3% | 61,394.0 7.7% | 62,459.0 1.7% | 61,644.3 (1.3%) | 58,841.2 (4.5%) | 60,804.0 3.3% | 61,535.0 1.2% | 71,122.4 15.6% | 73,923.1 3.9% | 79,239.9 7.2% | 84,978.4 7.2% | 90,039.4 6.0% | 92,105.0 2.3% | 104,213.0 13.1% | 121,867.0 16.9% | 138,639.0 13.8% | 156,595.0 13.0% | 171,340.0 9.4% | 176,810.0 3.2% |
| Cost of Goods Sold (COGS) | 33,507.9 | 42,520.0 | 46,436.3 | 48,210.9 | 46,990.1 | 44,926.9 | 47,647.5 | 48,213.6 | 56,237.1 | 56,854.9 | 61,116.9 | 66,834.4 | 72,236.2 | 71,895.0 | 81,786.0 | 88,045.0 | 102,645.0 | 116,642.0 | 124,330.0 | 19,750.0 |
% margin | 11,642.9 25.8% | 14,489.2 25.4% | 14,957.7 24.4% | 14,248.1 22.8% | 14,654.2 23.8% | 13,914.3 23.6% | 13,156.5 21.6% | 13,321.4 21.6% | 14,885.3 20.9% | 17,068.2 23.1% | 18,123.0 22.9% | 18,144.0 21.4% | 17,803.2 19.8% | 20,210.0 21.9% | 22,427.0 21.5% | 33,822.0 27.8% | 35,994.0 26.0% | 39,953.0 25.5% | 47,010.0 27.4% | 157,060.0 88.8% |
| Operating Expenses | 7,511.1 | 9,126.2 | 9,003.0 | 9,287.5 | 9,711.6 | 9,081.1 | 8,675.0 | 8,913.5 | 10,198.2 | 11,969.3 | 12,764.9 | 12,724.9 | 12,818.0 | 14,373.0 | 15,694.0 | 26,111.0 | 27,048.0 | 31,502.0 | 38,265.0 | 20,025.0 |
| Research & Development Expenses (R&D) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Selling, General & Administrative Expenses (SG&A) | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
% margin | 4,131.8 9.2% | 5,363.0 9.4% | 5,954.7 9.7% | 4,960.6 7.9% | 4,942.6 8.0% | 4,833.2 8.2% | 4,481.5 7.4% | 4,407.9 7.2% | 4,687.1 6.6% | 5,098.9 6.9% | 5,358.1 6.8% | 5,419.1 6.4% | 4,985.2 5.5% | 5,837.0 6.3% | 6,733.0 6.5% | 7,711.0 6.3% | 8,946.0 6.5% | 8,451.0 5.4% | 8,745.0 5.1% | 137,236.0 77.6% |
| Interest Income | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Interest Expense | 226.7 | 392.4 | 437.1 | 488.9 | 447.6 | 418.9 | 430.3 | 511.8 | 602.7 | 600.7 | 653.0 | 723.0 | 739.0 | 753.0 | 746.0 | 784.0 | 798.0 | 851.0 | 1,030.0 | 1,185.0 |
| Pre-tax Income | 3,890.3 | 4,914.4 | 5,257.9 | 3,122.4 | 7,403.0 | 4,353.8 | 3,957.9 | 3,858.3 | 3,840.2 | 4,368.1 | 4,631.0 | 4,555.4 | 3,963.8 | 5,068.0 | 5,985.0 | 6,238.0 | 7,925.0 | 7,600.0 | 7,715.0 | 7,904.0 |
% effective tax rate | 1,426.5 36.7% | 1,819.5 37.0% | 1,912.5 36.4% | 631.7 20.2% | 2,657.1 35.9% | 1,466.7 33.7% | 1,311.2 33.1% | 1,207.3 31.3% | 1,205.9 31.4% | 1,808.0 41.4% | 2,071.0 44.7% | 2,085.6 45.8% | 121.0 3.1% | 1,318.0 26.0% | 1,178.0 19.7% | 1,666.0 26.7% | 1,830.0 23.1% | 1,712.0 22.5% | 1,724.0 22.3% | 1,933.0 24.5% |
% margin | 2,463.8 5.5% | 3,094.9 5.4% | 3,345.4 5.4% | 2,490.7 4.0% | 4,745.9 7.7% | 2,887.1 4.9% | 2,646.7 4.4% | 2,655.5 4.3% | 2,654.2 3.7% | 2,569.7 3.5% | 2,560.0 3.2% | 2,469.8 2.9% | 3,842.8 4.3% | 3,750.0 4.1% | 4,807.0 4.6% | 4,572.0 3.8% | 6,104.0 4.4% | 5,894.0 3.8% | 5,987.0 3.5% | 5,980.0 3.4% |
| EPS | 4.03 | 4.93 | 5.64 | 4.79 | 9.96 | 7.03 | 7.35 | 8.26 | 8.89 | 9.31 | 9.73 | 9.39 | 14.70 | 14.53 | 18.81 | 18.23 | 25.04 | 24.56 | 25.69 | 25.68 |
| Diluted EPS | 3.94 | 4.82 | 5.56 | 4.76 | 9.88 | 6.94 | 7.25 | 8.18 | 8.74 | 8.95 | 9.38 | 9.21 | 14.35 | 14.19 | 18.47 | 17.98 | 24.73 | 24.28 | 25.22 | 25.68 |
% margin | 4,584.5 10.2% | 5,874.6 10.3% | 6,252.6 10.2% | 4,174.8 6.7% | 8,408.0 13.6% | 5,117.5 8.7% | 4,723.3 7.8% | 4,710.2 7.7% | 4,796.1 6.7% | 5,296.2 7.2% | 5,619.9 7.1% | 5,574.7 6.6% | 4,981.9 5.5% | 6,303.0 6.8% | 7,216.0 6.9% | 8,176.0 6.7% | 6,004.0 4.3% | 10,126.0 6.5% | 10,490.0 6.1% | 0.0 0.0% |
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FAQ
1) What is Elevance Health Inc.'s Rule of 40 (EBIT margin)?
As of today, Microsoft Corp's last 12-month Rule of 40 (EBIT margin) is 27.3%, based on the financial report for Dec 31, 2024 (Q4’2024). The average annual Rule of 40 (EBIT margin) for Elevance Health Inc. have been 17.4% over the past three years, and 19.7% over the past five years.
2) Is Elevance Health Inc.'s Rule of 40 (EBIT margin) Good?
As of today, Elevance Health Inc.'s Rule of 40 (EBIT margin) is 27.3%, which is higher than industry median of 14.9%. It indicates that Elevance Health Inc.'s Rule of 40 (EBIT margin) is Good.