Evolent Health, Inc. Overview
Pro stress-test →Evolent specializes in better health outcomes for people with complex conditions through proven solutions that make health care simpler and more affordable. The company provides specialty care management services in oncology, cardiology, and musculoskeletal markets to a national base of leading payers and providers. Evolent projected revenue for full year 2026 between $2.4-$2.6 billion, suggesting ~30% growth and nearly 5% above analyst estimates.
Strategic Profile
Pro stress-test →Evolent exhibits strong growth potential through its unique ability to cross-sell services and expand risk-based offerings, with the Aetna contract potentially exceeding $2 billion in annual revenue. The company benefits from accelerating demand for value-based care, with investments in AI, proprietary programs, and regulatory tailwinds improving margins and enabling profitable market share gains.
Competitive Landscape
Pro stress-test →Privia Health Group is a key competitor among Evolent's 34 competitors, alongside other healthcare service platforms competing in value-based care and specialty management. Intensifying competition and client internalization threaten Evolent's market position, while regulatory scrutiny and heavy client concentration pose earnings risks.
Industry Context
Evolent Health, Inc. operates in Healthcare Services - Value-Based Care & Specialty Care Management.
Key facts
Founded: 2011 · Headquarters: Arlington, Virginia · Employees: 4500 · Revenue: $2.05B · Market cap: $774M