Latest Articles
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After A 40% Fall Is Walgreens Stock A Better Pick Over CVS Health?
Given its better valuation, we believe Walgreens stock (NYSE: WBA) is a better pick than its peer CVS Health stock (NYSE: CVS). WBA stock trades at 0.1x revenues, versus 0.2x for CVS, given the latter’s superior revenue growth, profita...
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How Are CVS Health’s Profit Margins Trending?
CVS Health (NYSE: CVS) saw its net income expand by $4.2 billion or 101% y-o-y to $8.3 billion in 2023. This can primarily be attributed to the opioid litigation charges included in the 2022 results. In this note, we discuss CVS’ margin profile...
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Which Healthcare Stock Is A Better Pick – UnitedHealth Group Or CVS Health?
We believe that CVS Health stock (NYSE: CVS) is currently a better pick over its peer UnitedHealth Group stock (NYSE:UNH), given its attractive valuation. UNH stock trades at 1.3x revenues, versus just 0.2x for CVS. UnitedHealth has delivered...
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Should You Pick CVS Health Stock At $55 After Q1 Miss?
CVS Health (NYSE: CVS) recently reported its Q1 results, with revenues and earnings missing our estimates . The company reported revenue of $88.4 billion and adjusted earnings of $1.31 per share, much lower than our estimates of $90 billion an...
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Higher Medical Costs Likely Weighed On CVS Health’s Q1 Earnings
CVS Health (NYSE: CVS) will report its Q1 2024 results on Wednesday, May 1. We expect the company’s revenues to come in at $90 billion, slightly above the consensus estimate of $89.2 billion. This would mark year-over-year growth of 5.5%. Earni...
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Should You Pick CVS Stock At $75 After A 6% Fall This Year?
CVS Health (NYSE: CVS) reported its Q4 results last month, with revenues and earnings beating the street estimates. The company reported revenue of $93.8 billion and adjusted earnings of $2.12 per share, compared to the consensus estimates of ...
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Is CVS Health Stock Undervalued At $70?
CVS Health (NYSE: CVS) reported its Q3 results earlier this month, with revenues and earnings beating the street estimates, and we believe that CVS stock is undervalued, as discussed below. The company reported revenue of $89.8 billion and adj...
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Will CVS Health Stock Recover To Its Pre-Inflation Shock Highs of $110?
CVS Health stock (NYSE: CVS) currently trades at $66 per share, about 12% lower than the level seen in March 2021, and it can see higher levels over time. CVS stock was trading at around $93 in early June 2022, just before the Fed started incre...
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Higher Costs To Weigh On CVS Health’s Q2?
CVS Health (NYSE: CVS) will report its Q2 2023 results on Wednesday, Aug 2. We expect the company’s revenues to come in at $86.0 billion, slightly below the consensus estimate of $86.5 billion. This would mark year-over-year growth of about 7%....
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Should You Buy CVS Stock At $70?
CVS Health stock (NYSE: CVS) is down 5% in a month, underperforming the broader markets, with the S&P500 down 1%. Although the company posted upbeat Q1 results late last month, the stock has declined due to revised lower guidance for the fu...
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Will CVS Stock Rise Post Q1?
CVS Health (NYSE: CVS) is scheduled to report its Q1 2023 results on Wednesday, May 3. We expect CVS stock to trade sideways post the results announcement, with Q1 revenue and earnings aligning with the consensus estimates. While we expect the...
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Is CVS Health Stock Undervalued?
CVS Health stock (NYSE: CVS) has seen a fall of 10% in a month, compared with -4% returns for the broader S&P500 index. The company reported upbeat Q4 results last month, with revenue and earnings well above our estimates. Still, CVS stock ...
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Will CVS Health Stock Rise Post Q4 Results?
CVS Health (NYSE: CVS) is scheduled to report its Q4 2022 results on Wednesday, February 8. We expect CVS stock to trade sideways post the results announcement, with Q4 revenue likely falling marginally below and earnings aligning with the con...
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Should You Buy CVS Stock At $90?
CVS Health stock (NYSE: CVS) saw a 15% fall in the last twelve months, in line with the broader S&P500 index, which was down 13%. However, in the longer term, CVS stock, with a 33% rise from levels seen in late 2018, has underperformed the ...
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Here’s Why CVS Health Stock Is A Better Pick Over Its Industry Peer
We believe that CVS Health stock (NYSE: CVS) is currently a better pick over its peer Cigna stock (NYSE: CI), given its comparatively lower valuation of 0.4x trailing revenues vs. 0.6x for Cigna. Looking at stock returns, Cigna, with 45% r...
