CVS Health Corp (CVS) Buy, Sell or Hold

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CVS Health Corp (CVS)

104.72

-0.09 (0.09%)

as of Jul 2, 2026, 8:00:00 pm Market Open.

409 watching

Investor Insights

Jul 2, 2026, 12:00 am

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

CVS Health Corp has recently shown promising signs of recovery, with a notable increase in earnings and revenues leading to a significant share price jump. While some analysts praise the turnaround story attributed to effective management and a strategic pivot towards health services, caution is advised due to the persistent challenges in the retail pharmacy sector and overall weak visibility in quarters ahead. The stock appears to be undervalued compared to its peers, particularly in the context of its healthcare sector rivals. Recent improvements in its managed care business are encouraging, coupled with an impressive performance in pharmacy sales, which have surged by 18% year over year. Overall, a mixed outlook persists, balancing optimism about its strategic shifts against the backdrop of previous performance declines.

Consensus

Cautious

Valuation

Undervalued

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WBA

WEAK BUY

It has been on the news because of the threat of Amazon. They have 10,000 stores. They created in some a space where you can get help with consultative service. With valuations where are now, he would be interested.

HOLD

He sill owns WBA-Q. Both have been under tremendous pressure. He feels the entry of Amazon in to mail order prescriptions has hurt along with a move towards generic pricing on drugs. He feels it is way over done. These companies are foundations within the US. At some point they will bottom out, but he is not ready to add to his holdings at this point.

PAST TOP PICK

(A Top Pick Jun 07/18, Down 15%) Sold it. A drugstore business and also bought an insurance business. Trying to vertically integrate into healthcare. Felt there was a lot of competition coming on the drugstore business, the BPM business was getting a lot of competition with JP Morgan, and Amazon trying to set up an healthcare business for themselves. Historically healthcare has been a very difficult thing going into an election. You probably want to stay out of it for a little while until the dust settles after the U.S. election.

COMMENT

Buy a call at $54 in January 17, 2020 or Jan. 15, 2021 at $55? Is the latter better for the extra year? And add a put to offset the cost? They've had a good run, though it has staggered a bit recently. To buy a two years out is more like a warrant. You'll pay more for the one in 2021. This depends on your timeline--how long do you think CVS will return to its previous level. Either call is fine. Selling a put: If you sold at $55, you'd collect some premium and that would help pay for it. But if you do, all you're doing is creating a synthetic long position, and the same as owning CVS stock.

TOP PICK

The stock is very cheap, trading down to book value -- historically a great buy. It bought Aetna and a lot of goodwill. He applies a test on the return on equity and if it is above 10%, then the goodwill is of good value. CVS-N has a ROE of 14%. Yield 3.52%. (Analysts’ price target is $71.69)

DON'T BUY

Out of it now. Biggest issue in US healthcare is the political noise that hasn't died down. Issue about private insurance in the States. Aetna purchase brought on a lot of debt. Expect more volatility going forward. Retail franchise is stable, produces nice margins. If healthcare laws change, these companies are going to undergo fundamental change, and that's a big risk.

TOP PICK

It's been in the doghouse, but what will be positive is in them creating a vertically integrated healthcare service that ranges from insurance to clinics to filling prescriptions. The clinics will offer people an alternative to emergency room services, like taking your blood pressure. (Analysts’ price target is $72.44)

DON'T BUY

A value trap. It has been punished lately on its stock price and is a political punching bag that both Republicans and Democrats are beating up on. He would stay away. (Analysts’ price target is $75.00)

DON'T BUY

He sold it. It's cheap stock, but the issue is they can't integrate Aetna well. Also, they're considering a new store format from a vertical perspective to become more of a health centre. He doesn't think this vertical integration makes sense and expects more downside until CVS can show something positive from this integration. It doesn't help that American politicians are decrying rising healthcare costs.

DON'T BUY

Convenience stores have more defensibility against the online model. Fails to see topline growth. Plus, they levered up for that acquisition 2 years ago. The company will be around for a while, but at what cost.

HOLD

Policy issues have knocked them down. US needs their business to help them save money. A survivor, and a grower, so he wouldn't sell. They're taking a look at stepping in.

DON'T BUY

Stay away from it because he thinks these businesses are misunderstood. Drugstores are not a defensive business. People will by less makeup in a recession.

HOLD

It has been a tough situation. They have been in flux. They made a big acquisition in Aetna. It will give them the healthcare footprint. They have a store within 3 miles of 70% of the US population. They can solve chronic, non-emergency situations. They provide a low cost alternative to emergency rooms. He is being patient with it. He thinks it will be a winner in the future. They had an earnings issue with one of their divisions. He thinks they are very smart.

WAIT

It's lagged in the past year. Just closed the Aetna purchase. Lots of negative sentiment, including political talk of limiting drug costs as well as fears of Amazon taking over drug delivery. Aetna recently decreased their guidance and the stock dropped. That said, CVS they have good assets including health insurance. Trades at a low 8x multiple. She'll wait what they have to say on investor day in May. Yield is over 3%.

DON'T BUY

He decided to get out because they were on the defensive too much. In the US a lot of funding for drugs comes from the government. They are always looking for ways to bring down healthcare costs in the US. They keep making acquisitions to make the company make sense. He would probably prefer WBA-Q.

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CVS Health Corp (CVS)