Loading stock…

CVS Health Corporation (CVS) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

CVS Health Corporation

CVSMarket cap $112BPrice $88.0

Country🇺🇸United States

SectorHealthcare

IndustryHealthcare Services

Operates 10,000 pharmacies and health clinics across America, filling 1.5 billion prescriptions annually. Also runs one of the largest health insurance plans, covering 26 million people through Aetna.

In Bastion Portfolios?

52W Return+9%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+8%6

Revenue Forecast

Rev CAGR (1y)+4%4

Rev CAGR (3y)+4%3

Rev CAGR (5y)+4%4

Earnings Forecast

EPS Growth Y+1+482%10

EPS Growth Y+2+6%5

EPS Growth Y+3+13%7

Quality

Margins

EBIT Margin3%2

Net Income Margin1%2

Free Cash Flow Margin3%3

Debt

Net Debt/EBITDA3.23

Efficiency

ROE6%3

ROA2%4

Earnings Stability55

GEAR+AVERAGE38

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)118

P/E Ratio (Forward 3y)98

P/BV1.48

EV Multiples

EV/EBITDA Fwd78

EV/EBIT Fwd89

Yield

Free Cash Flow Yield10.5%9

Dividend Yield3.0%7

Momentum

Short term

1 month return-8%3

3 month return-15%2

YTD return+13%7

Mid term

Price vs 52wHigh80%5

1 year return+18%7

Long term

3 year return+41%5

5 year return+23%5

Risk Shield

Price Risk

Beta0.58

Volatility32%6

Free Cash Flow

Free Cash Flow Margin3%3

Free Cash Flow Yield10.5%9

Quality

ROCE7%4

Earnings Stability55

Net Debt/EBITDA3.23

02Growth

Is it actually growing, and how fast?

CVSCVS Health

Revenue FY25$402B

GROWTH RATING↗

AVERAGE35 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y+4%4

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+482%10

EPS growth, FY27E+6%5

EPS growth, FY28E+13%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 13%/yr vs revenue 4%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 35% of companies worldwide.

Revenue is set to grow 4%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 8%/yr over the last 3 years; forecasts see it cooling to 4%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK30 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-15%2

YTD return+13%7

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return+18%7

3-year return+41%5

5-year return+23%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming so far this year (+13%).

WATCH

Average long-term results. Multi-year returns are middling (+41% over three years and +23% over five), roughly average for the market.

It's up 18% over the past year, but 20% below its 52-week high. That is a touch ahead of the market.

WEAKNESSES

The stock is underperforming over the past month (-8%) and over three months (-15%).

BOTTOM LINE

Falling Knife

Returns rank poorly over both the short and long run, and the price is still falling. Momentum is firmly negative — catching this is a bet against the tape, not with it. Wait for a base to form. The one thing to watch: the stock is underperforming over the past month and over three months.

04Value

Are you paying a fair price for it?

Stop guessing on CVS. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community

Loading charts…

02Growth

Is it actually growing, and how fast?

CVSCVS Health

Revenue FY25$402B

GROWTH RATING↗

AVERAGE35 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+8%6

Revenue, next 1Y+4%4

Revenue, next 3Y, CAGR+4%3

Revenue, next 5Y, CAGR+4%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+482%10

EPS growth, FY27E+6%5

EPS growth, FY28E+13%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow faster than sales (EPS about 13%/yr vs revenue 4%/yr), so margins should widen.

WATCH

A mid-pack grower, ahead of 35% of companies worldwide.

Revenue is set to grow 4%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 8%/yr over the last 3 years; forecasts see it cooling to 4%/yr.

Over five years revenue is set to grow 4%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower that is slowing. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK30 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-8%3

3-month return-15%2

YTD return+13%7

MID & LONG-TERM▾SCORE

% of 52-week high80%5

1-year return+18%7

3-year return+41%5

5-year return+23%5

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming so far this year (+13%).

WATCH

Average long-term results. Multi-year returns are middling (+41% over three years and +23% over five), roughly average for the market.

It's up 18% over the past year, but 20% below its 52-week high. That is a touch ahead of the market.

WEAKNESSES

The stock is underperforming over the past month (-8%) and over three months (-15%).

BOTTOM LINE

Falling Knife

04Value

Are you paying a fair price for it?

Stop guessing on CVS. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community