CVS Health Corp (CVS) Buy, Sell or Hold

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CVS Health Corp (CVS)

90.27

-1.45 (1.58%)

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

411 watching

DON'T BUY

CVS vs. JNJ

Similar but different. He owns JNJ, expects a resurgence of spending in the medical area. JNJ will also benefit from splitting up its businesses, and he expects increased value from this move.

BUY

It has come down in recent month, but long-term demographics are wonderful for health. Stick with it, because it will do well. None of us getting any younger.

HOLD

Allan Tong’s Discover Picks

Bulls counter that revenue over that three-year time span has grown 7.8% and the PE of just under 10x is very attractive. Also, CVS’ 2.82% dividend yield is secure at a 70% payout ratio. As for Oak Tree, CVS needed to add primary care to keep pace with its competitors, so Oak Tree will pay off in time. Be patient. Add to the company’s fine debt management at roughly 40% debt to total capital. Read Buying pullbacks: DOL, UNH, Linde for our full analysis.

STRONG BUY

Great healthcare company. Quietly building into a major US healthcare company. About 10x earnings, tremendous free cashflow, reasonable balance sheet of about 40% debt to total capital. CEO had done a fabulous job. Would pound the table on this one.

TOP PICK

Unique healthcare exposure. Retail pharmacy, PBM, health insurer. Recent acquisition of primary care network. Vertically integrated, synergies across the platform. Inexpensive at 10x earnings, 8% FCF yield. Regulatory reform is an overhang. Covid proved how essential it is. Yield is 2.74%.

(Analysts’ price target is $113.30)

BUY

They delivered a sold quarter, and he likes their purchase of Oak Tree.

DON'T BUY

It reports Wednesday. Why is it a dog? It isn't the company, but rather it's suffering the Covid hangover--it's suffering bad YOY comps and last year was Covid. A bigger question is whether they can afford more staff? Another woe is theft.

DON'T BUY

Why aren't shares higher? They made too much money during Covid, and so is facing a backlash now, and CVS faces a labour shortage.

BUY

Started as a drugstore, and now integrating themselves horizontally into insurance and health. Over time, that will pay off. Volatility in the meantime. They'll continue to buy assets. Stores are becoming extensions of doctor's offices.

DON'T BUY

Hasn't had the strong growth, cashflows, or stability that he looks for. Challenging market. Safety concerns with higher rates of shrinkage. Healthcare ambitions are going up against the likes of UNH, which he owns and would recommend looking at.

BUY

Still bullish. Has grown out of being just a pharmacy to being an integrated healthcare provider. Great long-term plan. CEO excellent. Promise still ahead. Not expensive, good growth, great financials. He'd be a buyer.

TOP PICK

#4 on Fortune 500 in terms of revenue. Two transformational acquisitions in the last 15 years, Caremark and Aetna, have made it a vertically integrated healthcare colossus. Pending transaction of Signify will help broaden its offering further via primary care. Huge addressable market. 11x earnings, a historical discount. Share price just getting started in this cycle. Yield is 2.47%. (Analysts’ price target is $116.62)

DON'T BUY

Cheapish at 11x earnings. Good defensive play for a recession. However, market tries to anticipate these things, so this may not be the one. Under pressure from e-commerce drug delivery. Margins under pressure. Revenue growth anemic, 3-5% range. About 15% upside, but he'd look to more cyclical names as the Fed pivots. (Analysts’ price target is $117.00)

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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

CVS hopes to close the deal early next year, but ultimately Washington will decide whether to greenlight it or not. Another caveat is that CVS reported a $3 billion loss in early November to cover its share of the global opiod epidemic. ESG investors may be turned off this point, but CVS's Q3 earnings did blow past the street's estimates, with a reported EPS of $2.09 vs. an expected $1.99. Its Health Care Benefits segment as well as its pharmacy services revenues both rose 10% YOY while retail and long-term care climbed 7%. The company also raised its full-year forecast. Stockchaser Billy Kawasaki maintains a firm buy on CVS.

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TOP PICK

CVS Health is a different kind of health care company. It is a diversified health services company with nearly 300,000 employees united around a common purpose of helping people on their path to better health. In an increasingly connected and digital world, it is meeting people wherever they are and changing health care to meet their needs. Built on a foundation of unmatched community presence, its diversified model engages one in three Americans each year. From its innovative new services at HealthHUB locations, to transformative programs that help manage chronic conditions, it is making health care more accessible, more affordable and simply better. Social media mentions are up 560% in the past 24h.

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CVS Health Corp (CVS)