Common-Size Balance Sheet: Assets
Quarterly Data
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Elevance Health Inc. pages available for free this week:
- Balance Sheet: Liabilities and Stockholders’ Equity
- Analysis of Profitability Ratios
- Analysis of Solvency Ratios
- Analysis of Reportable Segments
- Price to FCFE (P/FCFE)
- Capital Asset Pricing Model (CAPM)
- Present Value of Free Cash Flow to Equity (FCFE)
- Selected Financial Data since 2005
- Analysis of Debt
- Aggregate Accruals
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Elevance Health Inc., common-size consolidated balance sheet: assets (quarterly data)
Based on: 10-Q (reporting date: 2025-09-30), 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 relative to total assets exhibits fluctuations over the examined periods, initially rising sharply from 6.49% to a peak near 9.75%, followed by a decline to approximately 5.56%, before modestly recovering again to around 7.1%. This pattern suggests periodic adjustments in liquidity levels.
- Fixed maturity securities
- The allocation to fixed maturity securities as a percentage of total assets shows a slight decreasing trend over time. Starting at 24.13%, the proportion peaks around 27% during 2020 and 2021, then gradually declines to about 21.41% by the end of the last period, indicating a strategic reduction in these holdings.
- Equity securities
- Equity securities represent a relatively small and somewhat volatile share, initially increasing from 0.69% to near 3.94%, then decreasing and stabilizing below 1% in the latest periods. This trend implies caution or reduced emphasis on equity investments.
- Premium receivables, net
- This category maintains a consistent share between approximately 6% and 8%, with moderate rises and falls, ultimately showing a slight increasing trend toward the later periods. This suggests a steady contribution of premium receivables to total assets.
- Self-funded receivables, net
- The percentage allocation remains relatively stable but with moderate volatility around 3% to 4.7%, exhibiting sporadic increases particularly post-2021, indicating somewhat increased receivables from self-funded sources.
- Other receivables
- There is a gradual increase in the proportion of other receivables over time, moving from approximately 3.5% to over 6%, which may reflect expanded operations or growing balances in miscellaneous receivables.
- Other current assets
- The relative share fluctuates mildly, generally oscillating around 4.5% to 5.7%, with a slight downward trend towards the most recent quarters, reflecting stability with moderate adjustments in other current asset holdings.
- Assets held for sale
- Appearing only near the end of the data set, assets held for sale represent a small portion under 1%, indicating a new or limited classification of assets poised for divestment.
- Current assets
- Current assets consistently account for just above half of total assets, ranging between 50% and nearly 57%, exhibiting a general upward bias until around 2023, followed by mild decline. This pattern denotes a stable but dynamic composition between current and noncurrent assets.
- Other invested assets
- Other invested assets as a proportion of total assets show a clear upward trajectory, rising from around 4.6% up to near 8.7% by the end of the timeframe, reflecting increased investment diversification beyond fixed maturity or equity securities.
- Long-term investments
- This category demonstrates a steady increase from about 5.3% to around 9.6%, indicating strategic allocation towards longer-term investment positions, likely supporting longer horizon financial objectives.
- Property and equipment, net
- The allocation to net property and equipment maintains relative stability at roughly 3.8% to 4%, with minimal variation, suggesting a consistent physical asset base without major expansions or contractions.
- Goodwill
- Goodwill constitutes a significant portion, around 22% to 26%, with a slightly declining trend from initial levels, which may reflect amortization, impairments, or adjustments related to acquisitions.
- Other intangible assets
- Other intangible assets show a moderate decrease from approximately 11.7% to just over 9%, indicating potential amortization or value reassessment within intangible holdings over time.
- Other noncurrent assets
- This category remains relatively stable, generally near 2%, with minor fluctuations, denoting a consistent minor component within the noncurrent asset classification.
- Noncurrent assets
- The segment of noncurrent assets slightly contracts from near 50% towards 44-48% range throughout the periods, presenting an overall stable but modestly declining trend relative to total assets.
- Total assets
- The total assets share is normalized at 100% by definition throughout all periods, serving as the baseline for the relative measurement of individual asset categories.