Shares have fallen due to rotation out of healthcare into energy & growth
~3% yield attractive to investors.
Too defensive for investors at this stage in the cycle.
Value for long term investors.
Better options for investors who want capital gains.
Disappointing. Two good acquisitions pending. Insurance division is losing market share. Covid gains downstream have waned. Growth lull, but almost a record low at 8x earnings. Huge addressable market. Will get mojo back.
Has pulled back a lot this year. Inexpensive and defensive.
Inexpensive. Frontline pharmacy, insurance, and PBM all rolled into one. Just bought a healthcare provider to tap into in-home and rural opportunities. Less than 10x earnings, big free cashflow. Market's nervous about debt, about $20B. CEO is a smart operator. Yield is 3.23%.
(Analysts’ price target is $112.27)Very strong assets at large company.
Recent pullback in share price presenting good buying opportunity.
Significant upside possible for the long term.
Buy on weakness.
Management warned of headwinds, yet analysts have not changed estimates. FMV has been getting bigger as stock price has fallen. Nice balance sheet. Decent yield. Loads of upside, after potential short-term weakness to $75-76. Healthcare has been pummeled more than people were expecting. Be cautious buying more.
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.
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.
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.
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.
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)They delivered a sold quarter, and he likes their purchase of Oak Tree.
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.
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.
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
In the last year, 34 stock analysts published opinions about CVS-N. 23 analysts recommended to BUY the stock. 6 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for CVS Health Corp.
CVS Health Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for CVS Health Corp.
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.
34 stock analysts on Stockchase covered CVS Health Corp In the last year. It is a trending stock that is worth watching.
On 2023-03-31, CVS Health Corp (CVS-N) stock closed at a price of $74.31.
It's lagged 20% and is bottoming as they try to absorb Signify and Oak Street. Going forward, there is upside.