NYSE:CVS
69.17
0.14
(0.20%)
CVS Health is an American retail pharmacy and health care company headquartered in Woonsocket, Rhode Island.
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CVS Health Corp
CVS-N
Analysis and Opinions about CVS-N
Signal
Opinion
Expert
HOLD
HOLD
February 18, 2021
A real health conglomerate. Vertically integrated. Inexpensive valuation, at less than 10x. Recent earnings moved the needle down. Market may have been disappointed on 2021 guidance. 12.5% free cashflow yield. An excellent opportunity. The vaccine rollout will be a major contributor to its financial success.
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A real health conglomerate. Vertically integrated. Inexpensive valuation, at less than 10x. Recent earnings moved the needle down. Market may have been disappointed on 2021 guidance. 12.5% free cashflow yield. An excellent opportunity. The vaccine rollout will be a major contributor to its financial success.
COMMENT
COMMENT
February 12, 2021
One of the cheapest stocks on the S&P. Amazon has challenged them as a drug store while competitors challenge them in the insurance side. If they raise their numbers and back that up with solid traffic projections, maybe a debt paydown, this stock could finally get the traction it deserves. They report Tuesday
One of the cheapest stocks on the S&P. Amazon has challenged them as a drug store while competitors challenge them in the insurance side. If they raise their numbers and back that up with solid traffic projections, maybe a debt paydown, this stock could finally get the traction it deserves. They report Tuesday
TOP PICK
TOP PICK
January 22, 2021
Impeccably well positions after their large acquisition. Loves pharmacies since they will offer more and more services. Trading at 10x earnings and currently paying down debts. Free cashflow is great. Expects double digit earnings growth for one of the premier healthcare company in the US. A growth company at 10x earnings is very cheap. (Analysts’ price target is $85.63)
Show full opinionHide full opinionImpeccably well positions after their large acquisition. Loves pharmacies since they will offer more and more services. Trading at 10x earnings and currently paying down debts. Free cashflow is great. Expects double digit earnings growth for one of the premier healthcare company in the US. A growth company at 10x earnings is very cheap. (Analysts’ price target is $85.63)
TOP PICK
TOP PICK
January 19, 2021
Known as a pharmacy, but the CEO has expanded it a lot. They bought insurer Aetna and are vertically integrated. Also own a pharmacy benefit manager, plus CVS operates 10,000 physical locations across the U.S., writing over a billion subscriptions annually. Currently, CVS is engaged in vaccine distribution. CVS trades at a cheap 10x PE and has a free cash flow yield of 13%. Well-managed. The market is starting to see this as more than just a drugstore chain. (Analysts’ price target is $85.17)
Known as a pharmacy, but the CEO has expanded it a lot. They bought insurer Aetna and are vertically integrated. Also own a pharmacy benefit manager, plus CVS operates 10,000 physical locations across the U.S., writing over a billion subscriptions annually. Currently, CVS is engaged in vaccine distribution. CVS trades at a cheap 10x PE and has a free cash flow yield of 13%. Well-managed. The market is starting to see this as more than just a drugstore chain. (Analysts’ price target is $85.17)
PAST TOP PICK
PAST TOP PICK
December 22, 2020
(A Top Pick Dec 18/19, Down 4%) They're very well-positioned to distribute vaccines. This year, capital flowed out of these names into big tech, so the stocks took a hit. He's very bullish CVS.
Show full opinionHide full opinion(A Top Pick Dec 18/19, Down 4%) They're very well-positioned to distribute vaccines. This year, capital flowed out of these names into big tech, so the stocks took a hit. He's very bullish CVS.
TOP PICK
TOP PICK
November 26, 2020
Stockchase Research Editor: Michael O'Reilly CVS, the 2nd largest pharmacy in the US, recently came under pressure with the announcement of Amazon stepping into the pharmacy space. However, now trading at 11x earnings, CVS is good value here -- especially after announcing they are hiring 15,000 staff in Q4 to likely become a mass vaccine distributor. Recent earnings of $1.66 per share beat expectations of $1.34. Management raised guidance of annual 2020 earnings to $7.35-$7.42 per share, above analyst calls for $7.23. It pays a great dividend, backed by a 33% payout ratio. We would buy this with a stop-loss at $57, looking to achieve over $82 -- over 21% potential. Yield 2.96% (Analysts’ price target is $82.43)
Stockchase Research Editor: Michael O'Reilly CVS, the 2nd largest pharmacy in the US, recently came under pressure with the announcement of Amazon stepping into the pharmacy space. However, now trading at 11x earnings, CVS is good value here -- especially after announcing they are hiring 15,000 staff in Q4 to likely become a mass vaccine distributor. Recent earnings of $1.66 per share beat expectations of $1.34. Management raised guidance of annual 2020 earnings to $7.35-$7.42 per share, above analyst calls for $7.23. It pays a great dividend, backed by a 33% payout ratio. We would buy this with a stop-loss at $57, looking to achieve over $82 -- over 21% potential. Yield 2.96% (Analysts’ price target is $82.43)
PAST TOP PICK
PAST TOP PICK
November 19, 2020
(A Top Pick Nov 21/19, Down 9%) He has exited this stock a while ago. Amazon entering the pharma space is negative for CVS. The split congress is a relief for the healthcare space. The pull back is probably exaggerated. A holistic company and a value trade. 3% dividend. Prefers to look elsewhere for more growth.
(A Top Pick Nov 21/19, Down 9%) He has exited this stock a while ago. Amazon entering the pharma space is negative for CVS. The split congress is a relief for the healthcare space. The pull back is probably exaggerated. A holistic company and a value trade. 3% dividend. Prefers to look elsewhere for more growth.
SELL
SELL
November 16, 2020
This is a stock he once owned. This is a tough industry. Both pharma and front store. He thinks there are better places to invest.
Show full opinionHide full opinionThis is a stock he once owned. This is a tough industry. Both pharma and front store. He thinks there are better places to invest.
BUY
BUY
November 16, 2020
A way to play the vaccine trade? CVS will benefit from people coming into their locations to get the Covid vaccine, because those customers will wind up buying stuff.
Show full opinionHide full opinionA way to play the vaccine trade? CVS will benefit from people coming into their locations to get the Covid vaccine, because those customers will wind up buying stuff.
HOLD
HOLD
November 12, 2020
Retail pharma and health insurance. Reported a pretty good quarter. Attractive multiple, still single digits. Healthcare reform was an overhang, but the divided Congress may dampen that reform. Earnings multiple should expand, and stock should do well in foreseeable future.
Show full opinionHide full opinionRetail pharma and health insurance. Reported a pretty good quarter. Attractive multiple, still single digits. Healthcare reform was an overhang, but the divided Congress may dampen that reform. Earnings multiple should expand, and stock should do well in foreseeable future.
BUY
BUY
November 11, 2020
After CVS bought Aetna CVS remains a really cheap stock at 9x earnings. The new CEO is fine; she's from the health maintenance business. You can invest in the dispensing of the forthcoming vaccine(s) through CVS.
Show full opinionHide full opinionAfter CVS bought Aetna CVS remains a really cheap stock at 9x earnings. The new CEO is fine; she's from the health maintenance business. You can invest in the dispensing of the forthcoming vaccine(s) through CVS.
BUY
BUY
October 23, 2020
He likes CVS a lot fundamentally and also on a valuation basis. The company is vertically integrating. They most recently bought an insurer and also introduced a good partial solution to costly healthcare solutions. The HealthHub gives access to a nurse partitioner who can prescribe medical treatment. There is a long run-way in this regard. They trade at less than 10x earnings with a good dividend. There is some execution risk.
Show full opinionHide full opinionHe likes CVS a lot fundamentally and also on a valuation basis. The company is vertically integrating. They most recently bought an insurer and also introduced a good partial solution to costly healthcare solutions. The HealthHub gives access to a nurse partitioner who can prescribe medical treatment. There is a long run-way in this regard. They trade at less than 10x earnings with a good dividend. There is some execution risk.
BUY
BUY
October 19, 2020
CVS-N vs. WBA-Q. He has been cautious over the last 3 to 4 years as there were too many drug stores. He would pick CVS-N and has just bought some because of their vertical integration.
Show full opinionHide full opinionCVS-N vs. WBA-Q. He has been cautious over the last 3 to 4 years as there were too many drug stores. He would pick CVS-N and has just bought some because of their vertical integration.
PAST TOP PICK
PAST TOP PICK
September 30, 2020
(A Top Pick Sep 18/19, Down 5%) Integrating vertically. 9x earnings, good dividend, growing at a good rate. Lots of runway ahead. He continues to hold and recommend it.
Show full opinionHide full opinion(A Top Pick Sep 18/19, Down 5%) Integrating vertically. 9x earnings, good dividend, growing at a good rate. Lots of runway ahead. He continues to hold and recommend it.
DON'T BUY
DON'T BUY
September 23, 2020
Struggling with high debt load. Healthcare space and insurance going into the US election, plus Supreme Court nomination, are creating uncertainty. Big boom in telehealth, and this bites into the local CVS option. It's going to be a very competitive business. Challenged. He'd go with UnitedHealth instead.
Struggling with high debt load. Healthcare space and insurance going into the US election, plus Supreme Court nomination, are creating uncertainty. Big boom in telehealth, and this bites into the local CVS option. It's going to be a very competitive business. Challenged. He'd go with UnitedHealth instead.
CVS Health Corp(CVS-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 13
Neutral - Hold Signals / Votes : 3
Bearish - Sell Signals / Votes : 5
Total Signals / Votes : 21
CVS Health Corp(CVS-N) Frequently Asked Questions
What is CVS Health Corp stock symbol?
CVS Health Corp is a American stock, trading under the symbol CVS-N on the New York Stock Exchange (CVS). It is usually referred to as NYSE:CVS or CVS-N
Is CVS Health Corp a buy or a sell?
In the last year, 21 stock analysts published opinions about CVS-N. 13 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is HOLD. Read the latest stock experts' ratings for CVS Health Corp.
Is CVS Health Corp a good investment or a top pick?
CVS Health Corp was recommended as a Top Pick by Gordon Reid on 2021-02-18. Read the latest stock experts ratings for CVS Health Corp.
Why is CVS Health Corp stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is CVS Health Corp worth watching?
21 stock analysts on Stockchase covered CVS Health Corp In the last year. It is a trending stock that is worth watching.
What is CVS Health Corp stock price?
On 2021-03-04, CVS Health Corp (CVS-N) stock closed at a price of $69.17.
