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CVS 
CVS Health Corp (CVS)
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Upturn Advisory Summary
12/04/2025: CVS (1-star) is a SELL. SELL since 1 days. Simulated Profits (12.80%). Updated daily EoD!
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 $91.84
1 Year Target Price $91.84
| 13 | Strong Buy |
| 8 | Buy |
| 7 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -25.37% | Avg. Invested days 32 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 97.43B USD | Price to earnings Ratio 201.97 | 1Y Target Price 91.84 |
Price to earnings Ratio 201.97 | 1Y Target Price 91.84 | ||
Volume (30-day avg) 28 | Beta 0.48 | 52 Weeks Range 41.77 - 85.15 | Updated Date 12/5/2025 |
52 Weeks Range 41.77 - 85.15 | Updated Date 12/5/2025 | ||
Dividends yield (FY) 3.55% | Basic EPS (TTM) 0.38 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 0.12% | Operating Margin (TTM) 2.27% |
Management Effectiveness
Return on Assets (TTM) 2.5% | Return on Equity (TTM) 0.58% |
Valuation
Trailing PE 201.97 | Forward PE 10.58 | Enterprise Value 165727436375 | Price to Sales(TTM) 0.25 |
Enterprise Value 165727436375 | Price to Sales(TTM) 0.25 | ||
Enterprise Value to Revenue 0.42 | Enterprise Value to EBITDA 15.63 | Shares Outstanding 1269432485 | Shares Floating 1266919009 |
Shares Outstanding 1269432485 | Shares Floating 1266919009 | ||
Percent Insiders 1.07 | Percent Institutions 89.71 |
Upturn AI SWOT
CVS Health Corp
Company Overview
History and Background
CVS Health Corp. was founded in 1963 as a chain of health and beauty stores called Consumer Value Stores. It has since grown to become a leading healthcare company through acquisitions and strategic expansions.
Core Business Areas
- Pharmacy Services: Manages prescription drug benefits for employers, health plans, and government entities.
- Retail/LTC: Operates retail pharmacies, long-term care (LTC) pharmacies, and MinuteClinics.
- Health Care Benefits: Provides health insurance products and services through Aetna, offering medical, pharmacy, dental, and behavioral health plans.
Leadership and Structure
Karen S. Lynch is the current CEO of CVS Health Corp. The organizational structure is divided into segments reflecting its core business areas, each headed by senior executives reporting to the CEO.
Top Products and Market Share
Key Offerings
- Prescription Drugs: Dispenses prescription medications through its pharmacies and mail-order services. This is a major revenue driver. Competitors include Walgreens (WBA) and Rite Aid (RAD).
- MinuteClinic Services: Provides convenient healthcare services at its MinuteClinic locations. Market share is growing with increased demand for accessible healthcare. Competitors include urgent care centers and telehealth providers.
- Aetna Health Plans: Offers a variety of health insurance plans to individuals, families, and employers. Aetna competes with UnitedHealth Group (UNH), Anthem (ELV), and Cigna (CI).
Market Dynamics
Industry Overview
The healthcare industry is experiencing significant growth, driven by an aging population, rising healthcare costs, and technological advancements. Consolidation and vertical integration are prominent trends.
Positioning
CVS Health Corp. is positioned as a vertically integrated healthcare provider, offering a range of services from pharmacy benefits management to health insurance. This allows for greater cost control and coordination of care.
Total Addressable Market (TAM)
The US healthcare market is estimated to be over $4 trillion. CVS Health Corp. is well-positioned to capture a significant portion of this market due to its diversified service offerings and established presence.
Upturn SWOT Analysis
Strengths
- Large Retail Footprint
- Integrated Business Model
- Strong Brand Recognition
- Significant Market Share in Pharmacy Services
- Broad Range of Healthcare Services
Weaknesses
- High Debt Levels (from Aetna acquisition)
- Exposure to Regulatory Changes
- Dependence on Pharmacy Benefit Management (PBM) Revenues
- Public perception challenges with cost control
Opportunities
- Expansion of Telehealth Services
- Growth in Value-Based Care Models
- Increased Demand for Specialty Pharmacy Services
- Partnerships with Healthcare Providers
- Expanding HealthHUB locations
Threats
- Increased Competition from Online Pharmacies
- Downward Pressure on Drug Prices
- Changes in Healthcare Regulations
- Economic Downturn Affecting Healthcare Spending
- Rising Healthcare Costs
Competitors and Market Share
Key Competitors
- WBA
- CI
- UNH
Competitive Landscape
CVS Health Corp. benefits from its vertical integration and large retail footprint. However, it faces competition from other large healthcare companies and online pharmacies.
Major Acquisitions
Signify Health
- Year: 2022
- Acquisition Price (USD millions): 8000
- Strategic Rationale: To enhance CVS Health's home health capabilities and value-based care offerings.
Growth Trajectory and Initiatives
Historical Growth: CVS Health Corp. has experienced significant growth through acquisitions, organic expansion, and strategic initiatives.
Future Projections: Analysts project continued growth for CVS Health Corp., driven by its integrated business model and focus on value-based care.
Recent Initiatives: Recent initiatives include the expansion of HealthHUB locations, investments in telehealth, and partnerships with healthcare providers.
Summary
CVS Health is a large and diversified healthcare company with a significant retail presence and strong pharmacy benefit management business. Its integrated model allows for better cost control but exposes the company to regulatory risks. Its growth trajectory is positive, driven by healthcare demand and strategic initiatives like HealthHUB. Despite high debt, CVS generates substantial cash flow, making it a resilient player in the evolving healthcare landscape.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Analyst Reports
- Market Research Reports
- Company Website
- SEC EDGAR Database
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market data may change.
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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