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Investor Insights

This summary was created by AI, based on 49 opinions in the last 12 months.

CVS Health Corp, with symbol CVS-N, is a vertically integrated healthcare behemoth with a unique opportunity to diversify across retail pharmacy, health insurance, PBM, and primary care network. Despite struggles with theft and recent acquisitions, experts see the stock as undervalued, with a good long-term potential due to strong cash flow, low P/E ratio, and solid dividend. However, regulatory reform and concerns about Aetna management remain as potential risks for the company.

Consensus
Undervalued
Valuation
Undervalued
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
BUY
CVS Health Corp

Now, they're America's biggest drug store operator, an area which did well during Covid, but is struggling with theft and other reasons. They're one of the big three pharmacy benefit managers, historically a good business and remains decent. This is a good company, but has been caught up in drug store weakness and sentiment that says sell. Going forward, though, this is an investment. Pays a 3.6% dividend and trades at a 10x PE.

specialty stores
PAST TOP PICK
CVS Health Corp
(A Top Pick Nov 28/23, Up 10%)

Bought at less than 10x earnings with recent dividend increase is good for share price appreciation. Recent M&A also good for investors. Will continue to own shares. Excellent management team and solid dividend. Weakness is sector creating opportunities to buyout competitors. 

specialty stores
BUY
CVS Health Corp

Price target was raised today. This peaked in 2020-1 then was hit with a lot of bad news, like doubts over Signify and Oak Street acquisitions. But that negative sentiment has reversed, like their Medicare Advantage stars rating has gone up, and the street sees profitability rising in their pharmacy benefits management system, based on a new model last month. Trades under a cheap PE and pays a 3% dividend. He targets over $100 in 12 months. Is underloved and over-owned.

specialty stores
BUY
CVS Health Corp

They just had a good investor day. If this breaks $76, it will rocket.

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BUY ON WEAKNESS
CVS Health Corp

Retail pharmacy chain business very strong. Largest health insurance plan very good business. Things stock is under valued. P/E lower than peers. Would recommend watching. Not buying at this time. Scored 8/10 on fundamentals. Expecting 30% upside. Good if recession occurs. 

specialty stores
TOP PICK
CVS Health Corp

Healthcare has lagged this year. They run a chain of pharmacies, Aetna health insurance, pharmacy management and recently bought Oak Health. The CEO is doing a great job, and shares are not expensive around 8.5x PE. They took one some debt to bought some companies, but once they integrated them, it will ramp up cash flow.

(Analysts’ price target is $87.45)
specialty stores
DON'T BUY
CVS Health Corp

Like many retailers, they struggle with theft. Home healthcare at these US chains was supposed to prosper, but it didn't. Low margins and low barriers to entry.

specialty stores
DON'T BUY
CVS Health Corp

It is so large now and a conglomerate with many divisions. The big pharmacies like Walgreen and CVS are in some difficulty and staffs are worn out. There are better opportunities elsewhere.

specialty stores
PAST TOP PICK
CVS Health Corp
(A Top Pick Jul 22/22, Down 23%)

Very large acquisition in health clinics. Pharmacy side of business struggling. Becoming a major healthcare provider in USA. Trading at 8x earnings. Cash flow excellent. Good for long term investors. Will continue to hold. Strong management team. 

specialty stores
BUY
CVS Health Corp

Likes their diversity within US healthcare: insurance, pharmacy benefits and of course drug stores. They bought Signify and Oak Street which will be additive. CVS will definitely perform. Trades at a very low PE of under 8x and produces a ton of cash. Be patient with CVS.

specialty stores
PAST TOP PICK
CVS Health Corp
(A Top Pick Sep 21/22, Down 26%)

Insider selling earlier this year. One of its insurers pulled back on commitments. Very strong brand in the US, one of the largest, which puts a moat around it. Aging population will need more healthcare. Too cheap to ignore right now.

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CVS Health Corp(CVS-N) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 28

Neutral - Hold Signals / Votes : 6

Bearish - Sell Signals / Votes : 10

Total Signals / Votes : 44

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, 44 stock analysts published opinions about CVS-N. 28 analysts recommended to BUY the stock. 10 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?

44 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 2024-03-18, CVS Health Corp (CVS-N) stock closed at a price of $77.57.