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

BUY

He is very positive on this one. They were stuck in the mud for a while, but their business plan is now coming into fruition. This is a company that is redefining health care in the US. No longer just a pharmacy, they are into health insurance and into benefits management. They have set up health hubs to serve people who do not have access to emergency medical needs. (Analysts’ price target is $81.54)

TOP PICK

They just did a huge acquisition, Aetna, and took on a lot of debt. CVS is well-positioned, because they cover the pharmacy side and pharma benefits sides. They will help reduce US medical costs. It trades at a cheap 10x earnings and boasts big dividend growth. A really cheap stock in any market. (Analysts’ price target is $80.73)

PAST TOP PICK

(A Top Pick Sep 17/19, Up 18%) There's a lot of uncertainty in the healthcare space in America and CVS plays a pivotal role. It trades at 10x earnings and pays an 8% free cash flow yield. It's vertically integrated and in a competitive position. This used to trade at 8x earnings. His limit is to buy at 10-10.5x earnings, so it's a hold for him now. They spend a ton of cash, but have a lot of cash flow. Hold if you own or buy on a pullback. The valuation offsets the uncertainty.

SELL

He used to own it. He had assumed earnings per share would continue to grow double digits. They were eventually not able to grow at a double digit rate and has been in a struggle since then. When it merged with other companies it has become difficult to forecast where the company is going to go.

HOLD

We have had a big run up. His model price is $79.37 so he would look more at Walgreens now.

BUY

He's recommended this when it was way lower at $54. The FMV is 90% higher than the current price. Has a decent balance sheet, but it faces resistance at $80. If it breaks that, $110 is the next target. CVS avoided getting accused by the US courts for opiate trafficking.

TOP PICK

One of largest healthcare companies in the US. Retail, pharma benefits, healthcare benefits. Defensive, attractive valuation. Yield is 2.67%. (Analysts’ price target is $79.28)

COMMENT

CVS vs WBA? He thinks CVS has more growth potential. Both have been relatively poor performers over the past couple of years. The main reason being there are too many pharmacies in the US. With Walmart, Costco and Target getting involved the competition is intense and putting pressure on margins. CVS is worthy of a look following the investment in AETNA, which is helping them diversify. Amazon is expected to enter the space soon.

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BUY

WBA-Q vs. CVS-N. He just bought CVS-N. Walgreens is still the pure Walgreen - Boots alliance, pharmacy business, incredibly well run. CVS-N merged with Aetna on the benefits side. The risk on healthcare is always legislation. The US is aging like all western countries. They cover all the bases. Both companies are so well entrenched that it is hard to displace them.

DON'T BUY

It had a lift in August/September. But there was been no technical breakout. He would lean away from it.

PAST TOP PICK

(A Top Pick Oct 11/18, Down 13%) He sold it. They bought 2 different businesses, including insurer Aetna. This integration will help them grow. But this space is entering the US election cycle and will be targeted in 2020. Good cash flow and managers, though. Buy this on pullbacks.

PAST TOP PICK

(A Top Pick Aug 09/19, Up 6%) It also benefits on the insurance side. The integration with the pharma side has gone well. Earnings are expected at $7 per share and if it trades at 10 times earnings, it will be a $70 stock.

TOP PICK

A favorite of his. It has a long-term positive because it's part of the long-term solution for high American healthcare costs. CVS bought Aetna (a health insurer) and has a pharmacy division, but most importantly 1,500 Health Hubs which deal with customers' chronic health problems, which is far cheaper than going to an American emergency ward. (Analysts’ price target is $70.88)

TOP PICK

There's been a lot of negativity about the US health space, because no one knows what US healthcare reform will amount to long-term. This is an integrated healthcare provider including insurance. Trades at 9x earnings. (Analysts’ price target is $70.88)

BUY

Attractive valuation. Vertically integrated. Better positioned than Walgreens in the new world of health in the US to bring down costs. Trading at 9-10x earnings.

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