Latest Articles
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What’s CVS’s Fundamental Value Based on Expected 2016 Results?
Have more questions about CVS Health (NYSE:CVS)? Click on the links below: What is CVS’s Current Revenue & EBITDA Breakdown? By How Much Can CVS’s Revenue & EBITDA Grow In The Next 5 Years: Trefis Estimate ...
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What is CVS’s Current Revenue & EBITDA Breakdown?
CVS derives >60% of its revenue from PBM, but Prescription Drugs is a more profitable business Have more questions about CVS Health (NYSE:CVS)? Click on the links below: What’s CVS’s Fundamental Value Based on Expected 2016...
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CVS Earnings: Strong Performance Driven by Acquisitions and Growth In Specialty Business
Leading U.S. pharmacy services provider in the, CVS Health (NYSE:CVS) reported its Q4 2015 earnings on February 9th. The company closed its fiscal 2015 on a strong note, driven by its acquisition of the pharmacy businesses within Target and Omnic...
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CVS Margins Remain Under Pressure, Even As The New Acquisition Helps Meet Expectations
At the end of last week, CVS Health (NYSE:CVS), the second largest U.S. pharmacy, announced its quarterly earnings for the quarter ending September 30th. . Unlike the first two quarters of this fiscal when CVS beat expectations, this quarterR...
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Specialty Pharmacy Boom Will Continue And CVS Health To Be a Major Beneficiary
At a time when everybody is worried about economic stasis, healthcare is one industry that continues to offer growth opportunities, that, too, are bigger than ever. Be it pharmaceuticals, insurance, pharmacy benefit management or drug retailing...
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Can Pharmacy Retailers Finally Stop Worrying About Generic Price Inflation?
Drug retailers have had to deal with thin margins for a while now, owing to a combination of factors. As generic drug prices have inflated and reimbursement rates have remained flat, pharmacy chains have posted lower profits. A building backlog o...
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CVS Reports A Solid Q2’15, Pending Acquisitions To Further Accelerate Growth
CVS Health (NYSE:CVS), the largest pharmacy services provider in the U.S., reported its Q2 2015 earnings on August 4th. The company continued its strong growth momentum in Q2 2015, with both revenue and earnings per share (EPS) beating Wall Stree...
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Insurance Companies Start To Bring PBM In-house: CVS Health’s PBM Business Could Be Under Threat
There is abundant M&A in the healthcare sector. Be it health insurance providers, pharmacy benefit managers or drug retailers, there has been consolidation, both horizontal and vertical, in this sector. Usually, such widespread interest in co...
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Factors Behind the Upward Revision of Our Price Estimate For CVS Health
We recently revised our price estimate for CVS Health (NYSE:CVS) from $82 to $97. After the upward revision by almost 20%, our new price estimate stands at a discount of more than 10% to the current market price. Factors that led to this increas...
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CVS to Buy All of Target’s Pharmacy Stores — A Win-Win For Both
Not long after CVS Health (NYSE:CVS) acquired Omnicare (a pharmacy services provider) to strengthen its position in the PBM and specialty pharmacy markets, it bought all of Target’s (NYSE:TGT) more than 1600 pharmacy stores and 80 medical ...
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How Will CVS Health Benefit From its Acquisition of Omnicare?
The healthcare industry has seen consolidation on a wide scale this year, with market leaders making multi-billion dollar deals. First it was Rite Aid (NYSE:RAD) in February, which acquired EnvisionRx (for about $2 billion) to enter the pharmacy ...
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Three Factors Which Will Increase Our Valuation For CVS By 30%
Unlike its major competitors, CVS Health (NYSE:CVS) today is largely the same organization as it was a couple of quarters ago. Meanwhile, its peers in the pharmacy retail industry, Walgreens (NASDAQ: WBA) and Rite Aid (NYSE: RAD), have grown m...
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CVS Starts Fiscal On A High Note, PBM Will Continue To Boost Revenues
At the end of last week, CVS Health (NYSE:CVS) announced its quarterly earnings for the three months ended March 31, 2015. As expected, the company’s PBM business continued to drive growth with significant contributions from specialty phar...
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CVS Health Earnings Preview: Strong PBM Business To Drive Growth. But, Reimbursement Pressure Will Continue To Drag Margins Down
CVS Health (NYSE:CVS), the second largest drugstore chain in the U.S., is scheduled to report its Q1 2015 results on Friday, May 1st. In the previous quarter (i.e. Q4 2014), the company’s PBM business grew 22% year over year while its retail busi...
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What The UnitedHealth-Catamaran Deal Means For CVS Health And The General Public
Earlier this month, we wrote a piece on how the pharmacy benefit management market in the U.S. has transformed over the past few years and its effect on CVS Health (NYSE: CVS). As firms resorted to aggressive acquisition strategies to achieve sca...
