Common-Size Balance Sheet: Assets
Quarterly Data
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- Income Statement
- Statement of Comprehensive Income
- Analysis of Long-term (Investment) Activity Ratios
- Common Stock Valuation Ratios
- Enterprise Value to FCFF (EV/FCFF)
- Dividend Discount Model (DDM)
- Net Profit Margin since 2005
- Current Ratio since 2005
- Debt to Equity since 2005
- Price to Earnings (P/E) since 2005
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Elevance Health Inc., common-size consolidated balance sheet: assets (quarterly data)
Based on: 10-Q (reporting date: 2025-06-30), 10-Q (reporting date: 2025-03-31), 10-K (reporting date: 2024-12-31), 10-Q (reporting date: 2024-09-30), 10-Q (reporting date: 2024-06-30), 10-Q (reporting date: 2024-03-31), 10-K (reporting date: 2023-12-31), 10-Q (reporting date: 2023-09-30), 10-Q (reporting date: 2023-06-30), 10-Q (reporting date: 2023-03-31), 10-K (reporting date: 2022-12-31), 10-Q (reporting date: 2022-09-30), 10-Q (reporting date: 2022-06-30), 10-Q (reporting date: 2022-03-31), 10-K (reporting date: 2021-12-31), 10-Q (reporting date: 2021-09-30), 10-Q (reporting date: 2021-06-30), 10-Q (reporting date: 2021-03-31), 10-K (reporting date: 2020-12-31), 10-Q (reporting date: 2020-09-30), 10-Q (reporting date: 2020-06-30), 10-Q (reporting date: 2020-03-31).
- Cash and cash equivalents
- The proportion of cash and cash equivalents as a percentage of total assets exhibited fluctuations over the analyzed period, generally ranging between approximately 4.6% and 9.9%. A notable increase occurred in early 2023, peaking near 9.9%, followed by a decline towards the end of 2023 and stabilization around 5.5% to 7% into mid-2025.
- Fixed maturity securities
- This category showed a gradual decreasing trend overall, beginning at around 24.1% of total assets in early 2020 and tapering down to about 20.8% by mid-2025. There were minor fluctuations within the quarters, with a slight rebound around late 2021, but the general tendency was downward, suggesting a reduced allocation or valuation in fixed income investments over time.
- Equity securities
- The percentage of equity securities initially increased sharply from under 1% in early 2020 to nearly 4%, but then declined and stabilized below 1% for most of the subsequent periods. From late 2022 onward, the allocation remained consistently below 1%, indicating a relatively minimal investment exposure or valuation in equity securities later in the timeline.
- Premium receivables
- Premium receivables as a proportion of total assets showed moderate volatility but generally remained stable around 6% to 8%. An upward movement was observed entering 2023 and mid-2025, reaching peaks above 8%, which indicates sustained or increasing premium-related assets relative to total assets.
- Self-funded receivables
- This item fluctuated between about 2.8% and 4.7%, with no strong trending direction. Peaks occurred sporadically, such as in late 2023 and mid-2024, signaling intermittent changes in self-funded arrangements or receivables, but overall maintaining a stable presence within the asset base.
- Other receivables
- Other receivables comprised roughly 3.2% to just under 6% of total assets, showing a gradual increase over time, especially from 2022 forward. This suggests growing non-premium receivables, indicating potentially expanding receivable streams or balances not categorized elsewhere.
- Other current assets
- These assets held a generally consistent share between 4% and 5.6%, with mild variability across the quarters. A decreasing pattern appeared near the end of 2024, dropping to around 4%, potentially implying asset reallocation or changes in liquidity management.
- Assets held for sale
- This category appeared only starting late 2024 with small percentages below 0.6%, suggesting disposition of certain assets or planned sales initiated near the end of the reported periods.
- Current assets (aggregate)
- The combined current assets percent showed relative stability, fluctuating between about 50% and 57%, with a high in early 2021 near 57% and a gradual retreat toward approximately 51% in mid-2025. This indicates that current assets continue to represent about half of the total asset base consistently over time.
- Other invested assets and long-term investments
- Both categories demonstrated generally increasing trends. Other invested assets grew from around 4.7% to over 8.5%, especially marked from 2023 onwards. Long-term investments also showed a growth from approximately 5.3% up to nearly 9.5% in mid-2025. These increases may reflect a strategic tilt toward broader or more diversified long-term investment holdings.
- Property and equipment, net
- This asset class stayed relatively steady, hovering around 3.8% to 4.2% of total assets without pronounced changes, indicating a stable investment level in physical assets throughout the timeframe.
- Goodwill
- Goodwill as a proportion of total assets displayed minor fluctuations mostly between 22% and 26%, with a general small downward drift. This may reflect amortization, impairment, or structural changes in acquired intangible assets over time.
- Other intangible assets
- There was a modest decline in other intangible assets from about 11.7% to below 9.5% at points, with some rebound toward 10% near 2024. The smoothing trend suggests gradual amortization or adjustment of intangible asset values.
- Other noncurrent assets
- This classification experienced small variations within a narrow range of about 1.6% to 2.2%, indicating a relatively minor but steady portion of total assets held in other long-term forms.
- Noncurrent assets (aggregate)
- The aggregate noncurrent assets portion moved broadly in a range between approximately 44.6% and 49.6%, showing minor contractions and expansions but maintaining nearly half of total assets. Toward the end of the period, an upward movement was visible, suggesting a slight increase in the share of long-term assets.
- Total assets distribution
- The dataset confirms the balanced division between current and noncurrent assets, with current assets generally accounting for just over half of total assets and noncurrent just under or about half consistently throughout the reported quarters.