CVS Health Corp (CVS) Buy, Sell or Hold

CVS Health Corp (CVS)

90.27

-1.45 (1.58%)

as of Sep 17, 2026, 8:00:00 pm Market Open.

411 watching

HOLD

Retail pharma and health insurance. Reported a pretty good quarter. Attractive multiple, still single digits. Healthcare reform was an overhang, but the divided Congress may dampen that reform. Earnings multiple should expand, and stock should do well in foreseeable future.

BUY

After CVS bought Aetna CVS remains a really cheap stock at 9x earnings. The new CEO is fine; she's from the health maintenance business. You can invest in the dispensing of the forthcoming vaccine(s) through CVS.

BUY

He likes CVS a lot fundamentally and also on a valuation basis. The company is vertically integrating. They most recently bought an insurer and also introduced a good partial solution to costly healthcare solutions. The HealthHub gives access to a nurse partitioner who can prescribe medical treatment. There is a long run-way in this regard. They trade at less than 10x earnings with a good dividend. There is some execution risk.

BUY

CVS-N vs. WBA-Q. He has been cautious over the last 3 to 4 years as there were too many drug stores. He would pick CVS-N and has just bought some because of their vertical integration.

PAST TOP PICK

(A Top Pick Sep 18/19, Down 5%) Integrating vertically. 9x earnings, good dividend, growing at a good rate. Lots of runway ahead. He continues to hold and recommend it.

DON'T BUY

Struggling with high debt load. Healthcare space and insurance going into the US election, plus Supreme Court nomination, are creating uncertainty. Big boom in telehealth, and this bites into the local CVS option. It's going to be a very competitive business. Challenged. He'd go with UnitedHealth instead.

COMMENT

Regulations in the U.S. may affect distribution They recently bought health insurer Aetna. A cheap stock trading at 9x forward earnings. Not sure why the price has come off in the past month, maybe a rotation into momentum. The PBM business (https://en.wikipedia.org/wiki/Pharmacy_benefit_management) always has an overhang with the US government wanting to lower prices. These worries are absorbed into the CVS stock price. Also, CVS has had to pay more for PPE and labour wages, but these costs should abate in time. The current price reflects all these overhangs.

DON'T BUY

He made a mistake buying this. Doesn't like it. If there's a vaccine, though, it will go higher.

BUY

The rally has ignored the low growth, high-yield, blue chip stocks like CVS. Tading at less than 10x earnings, with a dividend of about 3.5%. A lot to be said for owning this kind of a stock. Could be a nest egg. Drugstores won't disappear, even with online shopping. Better buy than a pharma. Steady eddy.

DON'T BUY

WBA He has owned CVS instead in the past. This and WBA have been hit hard in recent years from a lingering concern over pressure on drug prices in the U.S. So, both have expanded into drug distribution, not just drug retail. The multiple that the market will pay for either has compressed. So, he prefers other stocks in this space, like Loblaws (which owns Shoppers Drug Mart) Drug. Traditionally, drug retailing is a stable business, but in the U.S. the pricing issue remains an overhang.

PAST TOP PICK

(A Top Pick Sep 17/19, Up 4%) CVS is still a good pick and he would purchase it today. Their business is very strong. Profits remain strong.

TOP PICK

A very unique business model. There is some uncertainty over healthcare reform but the value is there. A defensive name which is important in this environment. (Analysts’ price target is $81.13)

BUY

Opportunities to lower cost structure of US healthcare are welcome. US healthcare is more expensive than elsewhere in the world. You're better to invest in a new concept that is under cover of an existing business, such as CVS. A pure play like TDOC is benefitting from Covid, and the stock price might wane when it's not such front page news.

TOP PICK

He is surprised they did not do better going into this crisis. They are big in the healthcare management area. Buying a company like this in the US at these valuations is a very prudent move and he expects it to do very well over the coming years. (Analysts’ price target is $79.74)

COMMENT

He has chosen to exit their holding about a year ago, based on their UK alliance (due to Brexit). He participates in the space with CVS instead, who bought a pharmacy benefits company. CVS has more than 10,000 locations in the US. The company has become vertically integrated, which gives them a long runway. Their "Health Hub" offers medical practitioners to people who would not otherwise have access to one.

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CVS Health Corp (CVS)