CVS Health Corp (CVS) Buy, Sell or Hold

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CVS Health Corp (CVS)

93.06

+0.14 (0.15%)

as of Aug 28, 2026, 8:00:00 pm Market Open.

411 watching

Investor Insights

Aug 28, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

CVS Health Corp has garnered mixed reviews from experts, reflecting a complex outlook for the company. While recent earnings exceeded expectations and led to a significant share price increase, analysts remain cautious due to underlying challenges in its Caremark business and uncertainties surrounding visibility in earnings. The comparison with higher-quality growth stocks suggests that CVS may have more execution risk, even as its valuation appears cheaper relative to competitors. The company's shift towards a managed care model and the impact of its drugstore segment raises questions about its long-term performance. Overall, CVS could be a compelling option within its sector, especially when considering the potential for recovery and improvements in management strategy.

Consensus

Cautious

Valuation

Undervalued

Similar

UNH

PAST TOP PICK

(A Top Pick Apr 22/19, Up 25%) Undervalued at 9x PE, still likes it. This is the future of US healthcare where costs are 50% more than other western countries. A way to reduce this cost is through CVS, such as using their health hub technology instead of walking into emergency. CVS has been smart developing this business. CVS also gets a cheaper line of drugs and they recently bought Aetna. Altogether, CVS is vertically integrated. A great company.

PAST TOP PICK

(A Top Pick May 03/19, Up 12%) It held in there nicely. It set back to its book value after a good run. He would still buy it.

DON'T BUY

Healthcare is one of the best three sectors over the last 50 years. Eli Lily is a better choice. He's not in drugstores, because they are cyclical, such as 2008-9 when they got hit in a slow economy. Drugstores make their money buying impulse items in addition to their drugs, and people don't buy in tough times. He suggest Costco which fulfills prescriptions, but sells groceries. And Amazon is getting into this space.

HOLD

This has been hurt badly due to the virus. They had a good last quarter. She would continue to hold it. The risk of regulatory concern is lower too now that Biden looks like the likely Democrat candidate.

PARTIAL BUY

There are two positives there for them. They are a drug distributor and they are now into healthcare insurance. With Sanders looking less likely to be the Democrat candidate, they should see some benefit. He is concerned there is a lot of competition out there for this space, like Costco, Walmart and others. Near term he could see a bottom coming in the share price and will be looking to pick away at it.

WAIT

He had owned this a couple of years ago. He has favoured other health plays, but is watching this again. With Bernie Sanders rising in the Democratic leadership race, the threat to the pharma community is rising again. There is headline risk in this space. A share price drop of $5 might bring him in on this stock, but waiting is probably best.

TOP PICK

An integrated health company, including insurance. This business model lets them add value to customers. There's some uncertainty about US healthcare reform which has hit CVS's valuation of 9x earnings with a 9% free cash flow yield. Amazing value. (Analysts’ price target is $84.08)

TOP PICK

Becoming a full health-care services company. It's all about scale. Paid down debt. Trades at 10x, cheap right now. Dividend may not grow for next couple of years. Yield is 2.78%. (Analysts’ price target is $84.04)

BUY

The pharma retailers are becoming full-service, like Loblaw buying Shoppers Drug Mart. There's better growth in drugstore bricks and mortar retailing. Trades at a reasonable multiple. You're fine to hold this.

COMMENT

He likes this space. It's toppy now, with $80 as the top, a level it rarely breaks. Just be aware of that.

DON'T BUY

He does not hold this currently. It is in the middle of the pack in terms of valuation metrics, especially since it holds a higher level of debt.

COMMENT

This hasn't been a name for them. They are focusing more on the retail side and he wants a more pure play on healthcare. They have developed their pharmacy benefit managers. At around 10x earnings, it's fairly inexpensive but their debt levels are fairly high. They are trying to vertically integrate.

HOLD

It has had a great move since June. It is going to run into resistance in the high $70 range. He thinks you should focus on companies that get a boost from a stronger economy. We have come off a mid-cycle slow down. Earnings growth at CVS-N is in the single digits but less likely to get a boost from a stronger economy. He thinks it will under-perform the general market over the next year.

BUY

She is worried about their leverage. They are doing a lot of interesting things with US healthcare. They want to do 50% of the things one can do at the family doctor. It seems like a compelling story. She thinks it will be a good multi-year run. (Analysts’ price target is $81.00)

BUY

CVS vs. Walgreens Prefers CVS. Walgreens missed their recent numbers. Walgreens is purely a pharmacy company, which faces competitive threats from Amazon and Walmart. In contrast, CVS is vertically integrated; they bought insurer Aetna for example. Pays a 3% yield. However, CVS did borrow heavily to buy Aetna, but generally CVS is in much better financial shape than Walgreens.

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