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Upturn AI SWOT - About
CVS 
CVS Health Corp (CVS)
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Upturn Advisory Summary
10/30/2025: 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 $87.84
1 Year Target Price $87.84
| 13 | Strong Buy |
| 8 | Buy |
| 7 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -25.42% | Avg. Invested days 30 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 102.23B USD | Price to earnings Ratio 212.11 | 1Y Target Price 87.84 |
Price to earnings Ratio 212.11 | 1Y Target Price 87.84 | ||
Volume (30-day avg) 28 | Beta 0.61 | 52 Weeks Range 41.77 - 85.15 | Updated Date 10/30/2025 |
52 Weeks Range 41.77 - 85.15 | Updated Date 10/30/2025 | ||
Dividends yield (FY) 3.24% | Basic EPS (TTM) 0.38 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2025-10-29 | When Before Market | Estimate 1.36 | Actual 1.6 |
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 212.11 | Forward PE 10.72 | Enterprise Value 166782877743 | Price to Sales(TTM) 0.27 |
Enterprise Value 166782877743 | Price to Sales(TTM) 0.27 | ||
Enterprise Value to Revenue 0.43 | Enterprise Value to EBITDA 11.76 | Shares Outstanding 1268326375 | Shares Floating 1265700939 |
Shares Outstanding 1268326375 | Shares Floating 1265700939 | ||
Percent Insiders 1.07 | Percent Institutions 88.1 |
Upturn AI SWOT
CVS Health Corp
Company Overview
History and Background
CVS Health Corp was founded in 1963 as a subsidiary of Mark Steven, Inc. Originally known as Consumer Value Stores, it focused on health and beauty products. Over time, CVS expanded its pharmacy services and acquired Caremark Rx in 2007, significantly broadening its reach in pharmacy benefit management. The acquisition of Aetna in 2018 transformed CVS into a diversified healthcare company.
Core Business Areas
- Pharmacy Services: Provides pharmacy benefit management (PBM) services, including formulary management, claims processing, and mail-order pharmacy services to employers, health plans, and government entities. CVS Caremark is a major player in this segment.
- Retail/LTC: Operates retail pharmacies and long-term care (LTC) pharmacies. This segment also includes MinuteClinics, which offer basic healthcare services within CVS stores. Sells prescription drugs, over-the-counter medications, beauty products, and convenience items.
- Health Care Benefits: Offers health insurance products and services through Aetna, a leading health insurer. This segment provides medical, pharmacy, dental, and behavioral health plans to individuals, employers, and government entities.
Leadership and Structure
Karen S. Lynch is the current President and CEO. The company has a hierarchical organizational structure with executive leadership overseeing each of its core business segments. A board of directors provides oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- Prescription Drugs: Dispenses prescription medications at retail pharmacies and through mail order. Market share is significant due to the extensive CVS pharmacy network. Competitors include Walgreens Boots Alliance (WBA), Rite Aid (RAD), and independent pharmacies. Prescription drug sales are a primary revenue source.
- Pharmacy Benefit Management (PBM) Services: Provides PBM services through CVS Caremark, managing drug benefits for health plans and employers. Significant market share in the PBM industry. Competitors include Express Scripts (ESRX, now part of Cigna) and OptumRx (part of UnitedHealth Group).
- Health Insurance: Offers health insurance products through Aetna, including medical, dental, and vision plans. Large market share in the health insurance industry. Competitors include UnitedHealth Group (UNH), Anthem (ANTM), and Humana (HUM).
Market Dynamics
Industry Overview
The healthcare industry is undergoing significant changes, driven by increasing healthcare costs, an aging population, and technological advancements. Consolidation is prevalent, with companies seeking to offer integrated healthcare solutions.
Positioning
CVS Health Corp is positioned as a diversified healthcare company, integrating pharmacy services, retail healthcare, and health insurance. Its competitive advantages include its extensive retail pharmacy network, strong PBM capabilities, and large health insurance base through Aetna.
Total Addressable Market (TAM)
The US healthcare market is estimated to be over $4 trillion annually. CVS Health Corp is well-positioned to capture a significant portion of this TAM through its diversified offerings, targeting both consumers and businesses.
Upturn SWOT Analysis
Strengths
- Extensive retail pharmacy network
- Strong PBM capabilities
- Large health insurance base through Aetna
- Integrated healthcare model
- Strong brand recognition
Weaknesses
- High debt levels due to Aetna acquisition
- Exposure to regulatory changes in healthcare
- Dependence on pharmacy reimbursements
- Negative public perception due to opioid crisis involvement
- Integration challenges post-acquisition
Opportunities
- Expanding healthcare services in retail locations
- Growing demand for telehealth services
- Increased focus on preventative care
- Expanding Medicare Advantage offerings
- Leveraging data analytics to improve healthcare outcomes
Threats
- Increasing competition from online pharmacies
- Regulatory changes impacting pharmacy reimbursements
- Rising healthcare costs
- Cybersecurity risks
- Economic downturn impacting consumer spending
Competitors and Market Share
Key Competitors
- WBA
- CI
- UNH
- RAD
Competitive Landscape
CVS Health Corp has a strong position in the market due to its diversified business model. While Walgreens (WBA) maintains a strong retail pharmacy presence, Cigna (CI) and UnitedHealth Group (UNH) provide a comprehensive healthcare offering which keeps competitive pressure on CVS. RAD's financial struggles have diminished its competitiveness.
Major Acquisitions
Aetna
- Year: 2018
- Acquisition Price (USD millions): 69000
- Strategic Rationale: To integrate health insurance, pharmacy benefits, and retail healthcare services, creating a more comprehensive healthcare offering.
Signify Health
- Year: 2023
- Acquisition Price (USD millions): 8000
- Strategic Rationale: To expand in-home health services and enhance its ability to deliver value-based care. The acquisition accelerates CVS Health's strategy to redefine the healthcare experience for consumers.
Growth Trajectory and Initiatives
Historical Growth: CVS Health Corp has experienced significant growth over the past decade, driven by acquisitions and organic growth in its core business segments.
Future Projections: Analyst estimates suggest continued growth for CVS Health Corp, driven by its diversified healthcare model and strategic initiatives. Specific growth rates vary based on analyst forecasts.
Recent Initiatives: Recent strategic initiatives include expanding healthcare services in retail locations, investing in telehealth capabilities, and focusing on improving healthcare outcomes through data analytics.
Summary
CVS Health is a major player in the diversified healthcare services industry. The company is leveraging acquisitions to create an integrated model offering pharmacy, insurance, and care delivery. High debt and regulatory pressures remain issues. Continued integration and strategic initiatives will influence future success.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Market Research Reports
- Analyst Estimates
- Press Releases
Disclaimers:
The information provided is for informational purposes only and should not be construed as financial advice. Market conditions and company performance can change rapidly. Consult with a financial professional before making investment decisions.
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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