NYSE:CVS

CVS Health Corp (CVS)

107.68
+0.21 (0.19%)
as of Jul 20, 2026, 1:39:14 pm Market Open.
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Investor Insights
star iconJul 20, 2026, 12:00 am

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

CVS Health Corp has recently experienced a notable turnaround, with a significant rise in its stock price following an earnings beat and an increase in its full-year forecast. Analysts indicate that while the stock may appear undervalued at first glance, caution is advised due to the visibility issues in its quarter-to-quarter performance. The company, more focused on managed care rather than just pharmacy operations, has shown impressive revenue growth, particularly in its health insurance segment, despite challenging conditions in the retail pharmacy space. With a trading price that reflects low valuation multiples and the potential for further upside, CVS is considered a viable option for investors looking at the healthcare sector, especially given the positive management changes and the ongoing momentum in its business segments.

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Consensus
Positive
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Valuation
Undervalued
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BUY

(Market Call Minute) drugstore and a pharmacy benefit manager and they are clicking along on all cylinders.

COMMENT
This is really a combination of 2 companies. Pharmacy benefit manager and drugstores. About two thirds of the revenue come from the backend store and one third from the front of the store. There is more profitability in the US.
COMMENT
Likes drugstore retailing in the US but prefers Walgreen (WAG-N) because it is more focused on drugstore real estate.
DON'T BUY
Retail drugstore chain and pharmacy benefit company. Last earnings report was disappointing. Reported that the pharmacy benefit side was going to recede and there are questions if the model is working.
TOP PICK
Like the Shoppers Drug Mart of the US. Benefiting from an aging population. Generics are growing and retail pharmacies make more money off generics then branded drugs. Continuing to grow. Weak competition.
TOP PICK
Became interested when they bought the other side of Ekerds. Had a very positive experience. Very aggressive in rebranding them and have had tremendous earnings growth off of that. Growth through acquisitions as well as internal growth.
WEAK BUY
Many of the drugstore stocks have had a tough time. This one is a very well operated outfit. Technically it is performing quite well. Prefers other parts of retail.
BUY
CVS is a very good company.
BUY
The largest drugstore chain in North America. This and Walgreens dominate the US market. A good business with high profit margins. Just did some new acquisitions and they are good at integrating these. Try to buy at $27 or lower.
TOP PICK
Includes about 1500 drugstores. Their main competitor is Walgreens that has a valuation of almost twice this stock. Had some problems a year ago, but the price dropped more than it should have.
TOP PICK
Have had to sell some stores , but management has righted the ship.Have now added 200 stores.Stock is ridiculously cheap.
PAST TOP PICK
A top pick on Mar 18. Down 6%) Still likes. Risk/reward is good.
TOP PICK
Getting better.
DON'T BUY
Had disappointing earnings last 2 quarters. Prefers Walgreen.
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