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Upturn AI SWOT - About
CVS 
CVS Health Corp (CVS)
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Upturn Advisory Summary
09/16/2025: CVS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
28 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $82.07
1 Year Target Price $82.07
| 13 | Strong Buy |
| 8 | Buy |
| 7 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -29.14% | Avg. Invested days 26 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/16/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 95.10B USD | Price to earnings Ratio 20.87 | 1Y Target Price 82.07 |
Price to earnings Ratio 20.87 | 1Y Target Price 82.07 | ||
Volume (30-day avg) 28 | Beta 0.62 | 52 Weeks Range 42.12 - 75.55 | Updated Date 09/16/2025 |
52 Weeks Range 42.12 - 75.55 | Updated Date 09/16/2025 | ||
Dividends yield (FY) 3.55% | Basic EPS (TTM) 3.52 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.18% | Operating Margin (TTM) 2.8% |
Management Effectiveness
Return on Assets (TTM) 2.29% | Return on Equity (TTM) 5.88% |
Valuation
Trailing PE 20.87 | Forward PE 10.37 | Enterprise Value 163650111597 | Price to Sales(TTM) 0.25 |
Enterprise Value 163650111597 | Price to Sales(TTM) 0.25 | ||
Enterprise Value to Revenue 0.42 | Enterprise Value to EBITDA 11.54 | Shares Outstanding 1268329984 | Shares Floating 1265675573 |
Shares Outstanding 1268329984 | Shares Floating 1265675573 | ||
Percent Insiders 1.07 | Percent Institutions 88.12 |
Upturn AI SWOT
CVS Health Corp
Company Overview
History and Background
CVS Health Corp. was founded in 1963 as the Consumer Value Store. It has grown from a chain of health and beauty aid stores to a leading healthcare company through organic growth and strategic acquisitions, including Caremark (pharmacy benefit manager) in 2007 and Aetna (health insurance) in 2018.
Core Business Areas
- Pharmacy Services: Provides pharmacy benefit management (PBM) services to employers, health plans, and government entities, including mail-order pharmacy services, specialty pharmacy services, and retail pharmacy network management.
- Retail/LTC: Operates retail pharmacies, MinuteClinic locations, and long-term care (LTC) pharmacies, offering prescription drugs, over-the-counter medications, health and beauty products, and health services.
- Health Care Benefits: Provides health insurance products and services through Aetna, including medical, pharmacy, dental, and vision benefits to individuals, employers, and government entities.
Leadership and Structure
Karen S. Lynch is the President and CEO of CVS Health. The company has a hierarchical organizational structure with distinct business segments reporting to the corporate leadership team.
Top Products and Market Share
Key Offerings
- Estimated Market Share: CVS controls over 23% of the Rx market.
- Prescription Drugs: Dispenses prescription medications through retail pharmacies, mail order, and specialty pharmacies. CVS Pharmacy holds significant market share in the U.S. retail pharmacy market. Competitors include Walgreens, Rite Aid, and Amazon Pharmacy.
- Estimated Revenue: CVS Caremark revenue makes up roughly half of CVS Health's total revenue.
- Pharmacy Benefit Management (PBM) Services: Manages prescription drug benefits for health plans and employers. CVS Caremark is one of the largest PBMs in the U.S. Competitors include Express Scripts (Cigna), OptumRx (UnitedHealth Group), and Prime Therapeutics.
- Health Insurance (Aetna): Provides health insurance plans to individuals, families, and employers. Aetna is one of the largest health insurance providers in the U.S. Competitors include UnitedHealthcare, Anthem, Cigna, and Humana.
Market Dynamics
Industry Overview
The healthcare industry is experiencing significant changes due to rising costs, increasing demand for accessible care, and technological advancements. Key trends include consolidation, vertical integration, and the shift towards value-based care.
Positioning
CVS Health is positioned as an integrated healthcare company, offering a wide range of services from pharmacy benefit management to retail pharmacy and health insurance. Its competitive advantages include its scale, integrated model, and brand recognition.
Total Addressable Market (TAM)
The U.S. healthcare market is estimated to be over $4 trillion. CVS Health is well-positioned to capture a significant portion of this market through its diverse offerings and integrated approach.
Upturn SWOT Analysis
Strengths
- Large scale and market share
- Integrated healthcare model
- Strong brand recognition
- Extensive retail pharmacy network
- Significant PBM capabilities
Weaknesses
- High debt levels due to Aetna acquisition
- Exposure to regulatory risks
- Complex organizational structure
- Dependence on prescription drug sales
- Competitive pressures from online retailers
Opportunities
- Expanding telehealth services
- Growth in specialty pharmacy
- Increasing demand for value-based care
- Strategic partnerships
- Further integration of healthcare services
Threats
- Increasing competition from online pharmacies
- Changes in healthcare regulations
- Drug pricing pressures
- Economic downturn
- Cybersecurity risks
Competitors and Market Share
Key Competitors
- WBA
- CI
- UNH
Competitive Landscape
CVS Health's integrated model gives it a competitive advantage over pure-play PBMs or retail pharmacies. However, it faces intense competition from other large healthcare companies, including UnitedHealth Group and Cigna.
Major Acquisitions
Signify Health
- Year: 2023
- Acquisition Price (USD millions): 8000
- Strategic Rationale: Expanding CVS Health's presence in the home healthcare market.
Aetna
- Year: 2018
- Acquisition Price (USD millions): 69000
- Strategic Rationale: Vertical integration of healthcare services, combining PBM, retail pharmacy, and health insurance.
Growth Trajectory and Initiatives
Historical Growth: CVS Health has experienced significant growth over the past decade, driven by acquisitions and organic growth in its core business areas.
Future Projections: Analysts project continued revenue growth for CVS Health, driven by increasing demand for healthcare services and the company's strategic initiatives. Profitability is expected to improve as the company integrates its acquisitions and reduces debt.
Recent Initiatives: Recent initiatives include expanding telehealth services, focusing on value-based care, and investing in digital health solutions.
Summary
CVS Health is a large, integrated healthcare company with a strong market position. Its integrated model provides competitive advantages, but the company faces challenges including high debt and regulatory risks. CVS Health is well-positioned for future growth due to the increasing demand for healthcare services but must navigate intense competition and evolving market dynamics.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC filings, company reports, analyst reports, industry publications
Disclaimers:
This analysis is based on publicly available information and should not be considered financial advice. Investment decisions should be made based on individual risk tolerance and financial situation.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CVS Health Corp
Exchange NYSE | Headquaters Woonsocket, RI, United States | ||
IPO Launch date 1984-12-17 | President, CEO & Director Mr. J. David Joyner CEBS | ||
Sector Healthcare | Industry Healthcare Plans | Full time employees 219000 | Website https://www.cvshealth.com |
Full time employees 219000 | Website https://www.cvshealth.com | ||
CVS Health Corporation provides health solutions in the United States. It operates through Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments. The Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, medical management capabilities, Medicare Advantage and Medicare Supplement plans, PDPs and Medicaid health care management services. It serves employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governmental units, government-sponsored plans, labor groups, and expatriates. The Health Services segment offers pharmacy benefit management solutions, including plan design and administration, formulary management, retail pharmacy network management, specialty and mail order pharmacy, clinical, disease management, medical spend management services, and other administrative services. It serves employers, insurance companies, unions, government employee groups, health plans, prescription drug plans, Medicaid managed care plans, CMS, plans offered on public health insurance, and other sponsors of health benefit plans. The Pharmacy & Consumer Wellness segment sells prescription and over-the-counter drugs, consumer health and beauty products, and personal care products. This segment also distributes prescription drugs; and provides related pharmacy consulting and other ancillary services to care facilities and other care settings. It operates online retail pharmacy websites, LTC pharmacies and on-site pharmacies, retail specialty pharmacy stores, compounding pharmacies and branches for infusion and enteral nutrition services. The company was formerly known as CVS Caremark Corporation and changed its name to CVS Health Corporation in September 2014. CVS Health Corporation was incorporated in 1996 and is headquartered in Woonsocket, Rhode Island.
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