This summary was created by AI, based on 47 opinions in the last 12 months.
Experts have varying opinions on CVS Health Corp, with some highlighting its unique healthcare opportunity and vertically integrated healthcare behemoth, while others have concerns about the company's management and recent acquisitions. The stock has been described as undervalued by multiple experts, with potential for long-term growth and profitability. Despite some challenges in the retail pharmacy and healthcare sectors, CVS presents a compelling investment opportunity for patient investors seeking value in the healthcare industry.
Vertically integrated, taking on a bigger role in overall patient care. In the right direction of where pharmacies are going, but pieces have been volatile, as have earnings.
Unique healthcare opportunity with retail pharmacy, health insurer, PBM, primary care network. Vertically integrated healthcare behemoth, cashflow diversification. Trades inexpensively at less than 10x, gushes cash. Free cashflow yield of 10%. Buying back shares. Regulatory reform overhang. Lower-risk healthcare opportunity.
It reports Wednesday. They'll likely talk more about their transformation, but he has worries about their Aetna management--could it fall prey to the same medical-loss ratio issues that hurt Humana?
One of the cheapest stocks he owns, trading less than 10x earnings. Soup to nuts healthcare company. Punished because post-Covid retail sales are down. Sum of parts is worth well north of $100. Core holding.
Now, they're America's biggest drug store operator, an area which did well during Covid, but is struggling with theft and other reasons. They're one of the big three pharmacy benefit managers, historically a good business and remains decent. This is a good company, but has been caught up in drug store weakness and sentiment that says sell. Going forward, though, this is an investment. Pays a 3.6% dividend and trades at a 10x PE.
Bought at less than 10x earnings with recent dividend increase is good for share price appreciation. Recent M&A also good for investors. Will continue to own shares. Excellent management team and solid dividend. Weakness is sector creating opportunities to buyout competitors.
Price target was raised today. This peaked in 2020-1 then was hit with a lot of bad news, like doubts over Signify and Oak Street acquisitions. But that negative sentiment has reversed, like their Medicare Advantage stars rating has gone up, and the street sees profitability rising in their pharmacy benefits management system, based on a new model last month. Trades under a cheap PE and pays a 3% dividend. He targets over $100 in 12 months. Is underloved and over-owned.
They just had a good investor day. If this breaks $76, it will rocket.
Retail pharmacy chain business very strong. Largest health insurance plan very good business. Things stock is under valued. P/E lower than peers. Would recommend watching. Not buying at this time. Scored 8/10 on fundamentals. Expecting 30% upside. Good if recession occurs.
Healthcare has lagged this year. They run a chain of pharmacies, Aetna health insurance, pharmacy management and recently bought Oak Health. The CEO is doing a great job, and shares are not expensive around 8.5x PE. They took one some debt to bought some companies, but once they integrated them, it will ramp up cash flow.
(Analysts’ price target is $87.45)Like many retailers, they struggle with theft. Home healthcare at these US chains was supposed to prosper, but it didn't. Low margins and low barriers to entry.
It is so large now and a conglomerate with many divisions. The big pharmacies like Walgreen and CVS are in some difficulty and staffs are worn out. There are better opportunities elsewhere.
Very large acquisition in health clinics. Pharmacy side of business struggling. Becoming a major healthcare provider in USA. Trading at 8x earnings. Cash flow excellent. Good for long term investors. Will continue to hold. Strong management team.
Likes their diversity within US healthcare: insurance, pharmacy benefits and of course drug stores. They bought Signify and Oak Street which will be additive. CVS will definitely perform. Trades at a very low PE of under 8x and produces a ton of cash. Be patient with CVS.
CVS Health Corp is a American stock, trading under the symbol CVS-N on the New York Stock Exchange (CVS). It is usually referred to as NYSE:CVS or CVS-N
In the last year, 39 stock analysts published opinions about CVS-N. 24 analysts recommended to BUY the stock. 9 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for CVS Health Corp.
CVS Health Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for CVS Health Corp.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
39 stock analysts on Stockchase covered CVS Health Corp In the last year. It is a trending stock that is worth watching.
On 2024-04-18, CVS Health Corp (CVS-N) stock closed at a price of $69.39.
Frustrating. Very low multiple. Number of acquisitions to enhance vertical integration. Two steps forward, one back. Not a disaster, but hasn't lived up to promise. He's not ready to sell yet, continues to buy for new clients.