Elevance Health

ELVleader

Elevance Health (formerly Anthem) is one of the largest health insurers in the US, serving over 47 million members through its Blue Cross Blue Shield affiliated plans and growing Carelon health services division.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($171.3B)

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Health Benefits (65%)

Carelon (30%)

Corporate & Other (5%)

Segment Breakdown & Key Customers

Product Details

Health Benefits65%

Medical insurance plans under Anthem Blue Cross, Blue Shield, and affiliated brands

Carelon Services25%

Pharmacy, behavioral health, and post-acute care management

CarelonRx10%

Integrated pharmacy benefit management

Supply Chain Relationships

Competitors

UnitedHealth Group

Managed care plans

Impact: Largest competitor

The Cigna Group

Health insurance, PBM

Impact: Major competitor

Key Customers

HCA Healthcare

Insured patient volume

Impact: $4B+ annually

Macro & Market Context

헬스케어Sector News

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

Upcoming Catalysts

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

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AI Analysis

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Company Info

Headquarters

Indianapolis, Indiana, USA

Founded

2004

Employees

98,000+

Website

elevancehealth.com

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