Elevance Health (MEX:ELV) 10-Year RORE % : 6.33% (As of Jun. 2026)

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Director of Data and Quant Analytics at GuruFocus
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Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

MEX:ELV Elevance Health Inc MEX:ELV
80 GF Score
Price MXN6,449.00
GF Value MXN8,588.17
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Elevance Health 10-Year RORE %?

Elevance Health MEX:ELV 80 10-Year RORE % is 6.33 as of Jun. 2026. GuruFocus rates MEX:ELV with a GF Score™ of 80/100 and a GF Value™ of MXN8,588.17 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 12 Healthcare Plans companies, Elevance Health ranks better than 50% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Elevance Health's 10-Year RORE % for the quarter that ended in Jun. 2026 was 6.33%.

The industry rank for Elevance Health's 10-Year RORE % or its related term are showing as below:

MEX:ELV's 10-Year RORE % is ranked better than
50% of 12 companies
in the Healthcare Plans industry
Industry Median: 6.23 vs MEX:ELV: 6.33

Elevance Health  (MEX:ELV) 10-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 10-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Elevance Health 10-Year RORE % Related Terms


Elevance Health 10-Year RORE % Historical Data

* Premium members only.

The historical data trend for Elevance Health's 10-Year RORE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Elevance Health 10-Year RORE % Chart

Elevance Health Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
10-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 19.92 16.99 12.68 11.25 10.24

Elevance Health Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
10-Year RORE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 10.37 10.56 10.24 7.49 6.33

MEX:ELV vs CI, HUM, CVS: 10-Year RORE % Comparison

For the Healthcare Plans subindustry, Elevance Health's 10-Year RORE %, along with its competitors' market caps and 10-Year RORE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Elevance Health 10-Year RORE % vs Healthcare Plans Industry

For the Healthcare Plans industry and Healthcare sector, Elevance Health's 10-Year RORE % distribution charts can be found below:

* The bar in red indicates where Elevance Health's 10-Year RORE % falls into.


MEX:ELV
80GF Score
Elevance Health Inc MEX:ELV
10-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Elevance Health 10-Year RORE % Calculation

Elevance Health's 10-Year RORE % for the quarter that ended in Jun. 2026 is calculated as:

10-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 10-year -Cumulative Dividends per Share for 10-year )
=( 403.41-200.069 )/( 4016.719-854.806 )
=203.341/3161.913
=6.43 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of 10-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Jun. 2026 and 10-year before.

Frequently Asked Questions Learn more about 10-Year RORE % →
What does a 10-Year RORE % of 6.33 mean?
Elevance Health (MEX:ELV) has a 10-Year RORE % of 6.33 as of Jun. 2026. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Elevance Health and its competitors. According to the industry distribution chart, Elevance Health ranks #6 out of 12 companies in the Healthcare Plans industry, placing it in the top 50%.
Is Elevance Health's 10-Year RORE % too high?
Elevance Health's current 10-Year RORE % is 6.33. The Healthcare Plans industry median 10-Year RORE % is 6.23. Elevance Health's value of 6.33 is 1.6% above this industry median. Based on the distribution chart, Elevance Health ranks #6 out of 12 companies in the Healthcare Plans industry, which is above the industry midpoint. Overall, Elevance Health has a GF Score™ of 80/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Elevance Health's 10-Year RORE % compare to CI and HUM?
According to the Healthcare Plans industry distribution chart, Elevance Health ranks #6 out of 12 companies for 10-Year RORE %. This puts Elevance Health in the upper half of its industry. The industry median 10-Year RORE % is 6.23. Elevance Health's value of 6.33 is 1.6% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 10-Year RORE % for a Healthcare Plans company?
The median 10-Year RORE % among Healthcare Plans companies is 6.23, based on 12 companies in the industry. Companies in the top quartile (top 25%) have a 10-Year RORE % significantly above this median, while those in the bottom quartile fall well below. However, 10-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Elevance Health's current 10-Year RORE % of 6.33 is 1.6% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 10-Year RORE % mean?
A high 10-Year RORE % can signal that a stock is expensive relative to its fundamentals. 10-Year RORE % shows how much a company earns by reinvesting its retained earnings in 10-year. View historical data on Elevance Health and its competitors. For the Healthcare Plans industry, the median 10-Year RORE % is 6.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Elevance Health's current 10-Year RORE % is 6.33. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Elevance Health stock overvalued right now?
Based on GuruFocus' analysis, Elevance Health (MEX:ELV) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN8,588.17, compared to a current price of MXN6,449.00 — trading 24.9% below its estimated fair value. The current 10-Year RORE % is 6.33 and 1.6% above the Healthcare Plans industry median of 6.23. Elevance Health's overall GF Score™ is 80/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 10-Year RORE % calculated?
10-Year RORE % is calculated from a company's financial statements. For Elevance Health (MEX:ELV), the current 10-Year RORE % is 6.33 as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Elevance Health (MEX:ELV) Overvalued in 2026?

Based on GuruFocus' analysis, Elevance Health stock appears to be undervalued. The current stock price of MXN6,449.00 is trading 24.9% below its estimated GF Value™ of MXN8,588.17. GuruFocus considers Elevance Health to be Modestly Undervalued.

Key valuation signals for MEX:ELV:

  • 10-Year RORE %: 6.33
  • GF Value™: MXN8,588.17 vs. price of MXN6,449.00 (24.9% below fair value)
  • GF Score™: 80/100 with 2 warning signs
  • Industry Position: 1.6% above the Healthcare Plans median (#6 of 12)

No single metric tells the full story. See the MEX:ELV stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Elevance Health Business Description

Address 220 Virginia Avenue, Indianapolis, IN, USA, 46204
Elevance Health remains one of the leading health insurers in the US, providing medical benefits to 45 million medical members at the end of 2025. The company offers employer, individual, and government-sponsored coverage plans. Elevance differs from its peers in its unique position as the largest single provider of Blue Cross Blue Shield branded coverage, operating as the licensee for the Blue Cross Blue Shield Association in 14 states. Through acquisitions, such as the Amerigroup deal in 2012 and MMM in 2021, Elevance's reach expands beyond those states in government-sponsored programs, such as Medicaid and Medicare Advantage plans, too. It is also an emerging player in pharmacy benefit management and other healthcare services.
80GF Score

Get the complete analysis for MEX:ELV

10-Year RORE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN6,449.00
Price
MXN8,588.17
GF Value