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Investor Insights

This summary was created by AI, based on 47 opinions in the last 12 months.

Experts have varying opinions on CVS Health Corp, with some highlighting its unique healthcare opportunity and vertically integrated healthcare behemoth, while others have concerns about the company's management and recent acquisitions. The stock has been described as undervalued by multiple experts, with potential for long-term growth and profitability. Despite some challenges in the retail pharmacy and healthcare sectors, CVS presents a compelling investment opportunity for patient investors seeking value in the healthcare industry.

Consensus
Mixed
Valuation
Undervalued
Similar
Walgreens, WBA
DON'T BUY
CVS Health Corp

Is concerned, because it's faster for Amazon to deliver the same products that a CVS store can sell him.

specialty stores
DON'T BUY
CVS Health Corp

Stock price has been run over, but not a quality name. Will probably be a market share donor to a high-quality name like UNH, which he owns.

specialty stores
SELL
CVS Health Corp

Reported dreadful results the other week, he sold. Painful, but enough was enough. Promise of vertical integration making it a juggernaut just didn't happen. 

Have to get used to being wrong as an investor some of the time. It's what you do when you're wrong that's a big factor in your results.

specialty stores
DON'T BUY
CVS Health Corp

It is getting squeezed even by grocery stores operating their own pharmacies. Their acquisitions don't work out and it would be better to pick a different pharmaceutical company.

specialty stores
BUY
CVS Health Corp

Painful, he owns and is down, but believes in long-term value of the enterprise. CEO's done a reasonably good job. Margins have fallen back as people use the healthcare system more and costs escalate. Overpaid for recent acquisition.

Really great enterprise, reasonably low valuation, nice dividend. With a time horizon of 2-5 years, stock could potentially double. Doesn't deserve the hammering it's had from comparisons to Covid times.

specialty stores
DON'T BUY
CVS Health Corp

Medicare side really squeezed on costs, government prices can't keep pace. PBMs are always a target in US. Always looks cheap, single-digit PE for a long time. Not interested.

specialty stores
STRONG BUY
CVS Health Corp

Absolutely would buy it here. An end-to-end healthcare company, including recently into homecare. Sizable hit to stock price, selling at 7x earnings. Incredibly well capitalized, lots of free cashflow. Solid dividend. Compelling value.

Some pressure from US regulations on PBM part of the business.

specialty stores
BUY ON WEAKNESS
CVS Health Corp

Health care sector seeing strength. Good for investors. From technical perspective, stock has broken down - not performing well. Overall, is a strong business. Would buy on weakness. Weakness in share price, a good time to buy. 

specialty stores
TRADE
CVS Health Corp

Tough earnings today, stock down significantly. In a good space, particularly with demographics, but not achieving, not following through on plans, perpetually sideways. Will probably come down further over the next few days. Has the feeling you could buy and trade up to $60-70. Don't own for the long term.

specialty stores
COMMENT
CVS Health Corp

It reports Wednesday. Was it smart to install self-checkouts amid the theft epidemic? Will they avert recent weakness like Humana and other peers?

specialty stores
HOLD
CVS Health Corp

Frustrating. Very low multiple. Number of acquisitions to enhance vertical integration. Two steps forward, one back. Not a disaster, but hasn't lived up to promise. He's not ready to sell yet, continues to buy for new clients.

specialty stores
HOLD
CVS Health Corp

Vertically integrated, taking on a bigger role in overall patient care. In the right direction of where pharmacies are going, but pieces have been volatile, as have earnings.

specialty stores
PAST TOP PICK
CVS Health Corp
(A Top Pick Feb 15/23, Down 10%)

Unique healthcare opportunity with retail pharmacy, health insurer, PBM, primary care network. Vertically integrated healthcare behemoth, cashflow diversification. Trades inexpensively at less than 10x, gushes cash. Free cashflow yield of 10%. Buying back shares. Regulatory reform overhang. Lower-risk healthcare opportunity.

specialty stores
COMMENT
CVS Health Corp

It reports Wednesday. They'll likely talk more about their transformation, but he has worries about their Aetna management--could it fall prey to the same medical-loss ratio issues that hurt Humana?

specialty stores
BUY
CVS Health Corp

One of the cheapest stocks he owns, trading less than 10x earnings. Soup to nuts healthcare company. Punished because post-Covid retail sales are down. Sum of parts is worth well north of $100. Core holding.

specialty stores
Showing 1 to 15 of 425 entries

CVS Health Corp(CVS-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 20

Neutral - Hold Signals / Votes : 6

Bearish - Sell Signals / Votes : 9

Total Signals / Votes : 35

Stockchase rating for CVS Health Corp is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

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, 35 stock analysts published opinions about CVS-N. 20 analysts recommended to BUY the stock. 9 analysts recommended to SELL the stock. The latest stock analyst recommendation is . 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 on . 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?

35 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 2024-06-20, CVS Health Corp (CVS-N) stock closed at a price of $61.075.