Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

Elevance Health, Inc.

NYSE:ELV

Managed Health Care · benchmarked against Managed Health Care inside the XLV constituent company universe.

Active tabFinancial reports

Current readMixed

Last close392.03

1M return-3.95%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report Jul 16, 8:20 PM GMT+8.

Sample and caveat23 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest Jul 16, 8:20 PM GMT+8

Distinct report rows12

Sections4

Metrics shown23of 28 tracked

Coverage82%

CompanyElevance Health, Inc.

Overview scoring

Fundamental overview

55/100 blended · 98/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 59/100; Cash flow 43/100; Balance sheet 60/100; Valuation 61/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 55/100; Managed Health Care 57/100; Health Services 56/100; XLV constituent company universe 56/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #8 of 13; Managed Health Care #4 of 5; Health Services #7 of 11; XLV constituent company universe #15 of 59.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 58/100; Cash flow 42/100; Balance sheet 62/100; Valuation 57/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration13/20

FCF yield has the largest second-order move at -137.13%. 13 metrics are accelerating favorably and 7 are decelerating.

Fundamental PM review

Growth and cash quality1/5

EPS TTM is 22.50 with -4.28% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review1 watch items

FCF yield is +7.42% with -13.42% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 199.1B; Revenue quarter 49.8B; Revenue next quarter 49.2B; Operating income TTM 7.3B.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue -0.73%; Revenue quarter +1.18%; Operating income TTM +1.57%; Operating margin +1.57%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 51/100; Cash 25/100; Quality 46/100; Balance 59/100; Valuation 16/100.

Earnings

Metric trend table

8 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	199.1B	+2.21%+4.3B	-0.73%-1.3B	improving	10
Revenue quarterRevenue	49.8B	+0.67%+332M	+1.18%+585M	accelerating	12
Revenue next quarterRevenue	49.2B	+1.86%+898.8M	Need 3 reportsNeed 3 reports	improving	2
Operating income TTMEarnings	7.3B	-4.35%-332M	+1.57%+148M	accelerating	12
Operating marginProfitability	+3.67%	-4.35%-0.17 pts	+1.57%+0.07 pts	accelerating	12
EPS TTMEarnings	22.50	-4.28%-1.01	+2.11%+0.60	accelerating	9
EPS next quarterEarnings	4.82	-24.68%-1.58	Need 3 reportsNeed 3 reports	deteriorating	2
Net marginQuality	+2.47%	-5.67%-0.15 pts	+2.33%+0.08 pts	accelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Net margin
Oct 2, 2023	168.6B	42.8B	—	8.9B	+5.28%	—	—	+3.61%
Jan 2, 2024	171.3B	42.6B	—	8.7B	+5.10%	—	—	+3.49%
Apr 1, 2024	171.7B	42.6B	—	9.1B	+5.29%	—	—	+3.64%
Jul 1, 2024	171.7B	43.6B	—	9.4B	+5.48%	28.52	—	+3.90%
Oct 7, 2024	174B	45.1B	—	9.2B	+5.29%	27.43	—	+3.69%
Jan 6, 2025	176.8B	45.4B	—	8.9B	+5.03%	25.61	—	+3.38%
Apr 7, 2025	183.1B	48.9B	—	8.8B	+4.82%	25.63	—	+3.23%
Jul 7, 2025	189.3B	49.8B	—	8.4B	+4.46%	23.49	—	+2.83%
Oct 6, 2025	194.8B	50.7B	—	8.5B	+4.35%	24.45	—	+2.84%
Jan 5, 2026	199.1B	49.7B	—	8.1B	+4.07%	25.11	—	+2.84%
Apr 23, 2026	199.1B	49.5B	48.3B	7.6B	+3.83%	23.50	6.40	+2.62%
Jul 16, 2026	199.1B	49.8B	49.2B	7.3B	+3.67%	22.50	4.82	+2.47%