Latest Thesis
Elevance Health: managed-care scale meets the medical-cost test
Elevance reported 2025 revenue of $199.1 billion and first-quarter 2026 revenue of $50.2 billion. The thesis depends on medical-cost control, Medicaid and Medicare trends, commercial pricing, regulation, cash flow and capital allocation.
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Elevance Health: managed-care scale meets the medical-cost testElevance reported 2025 revenue of $199.1 billion and first-quarter 2026 revenue of $50.2 billion. The thesis depends on medical-cost control, Medicaid and Medicare trends, commercial pricing, regulation, cash flow and capital allocation.NYSEMay 19, 2026Research reportReadSlides