Revenue segments as reported by the company.

Products

Premiums

Services

Net investment income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Benefit costs

Operating expenses

Goodwill impairment

Store impairments

Opioid litigation charges

Loss on assets held for sale

Restructuring charge

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

CVS Health

Aetna is an American managed health care company, which sells traditional and consumer directed health care insurance plans and related services, such as medical, pharmaceutical, dental, behavioral health, long-term care, and disability plans. Aetna is a member of the Fortune 500.

Aetna

CVS Pharmacy is a subsidiary of the American retail and health care company CVS Health, headquartered in Woonsocket, Rhode Island. It was also known as, and originally named the Consumer Value Store and was founded in Lowell, Massachusetts, in 1963. The chain was owned by its original holding company Melville Corporation since its inception until its current parent company CVS Health was spun off into its own company in 1996. CVS Pharmacy is currently the largest pharmacy chain in the United States by number of locations (over 9,600 as of 2016) and total prescription revenue. As the retail pharmacy division of CVS Health, it ranks as the 7th largest U.S. corporation according to Fortune 500 in 2016. CVS Pharmacy's leading competitor Walgreens Boots Alliance ranked 37th.

CVS Pharmacy

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

CVS Health exceeds Q4 expectations, eyes growth with Oak Street

CVS Health's strong financial performance in 2022, driven by revenue growth and exceeding EPS expectations, positions the company well for future growth.
The acquisition of Oak Street Health presents opportunities to expand into primary care and improve long-term earnings growth, despite challenges in maintaining retail performance.

CVS Health excels in Q1, eyes growth through acquisitions and innovation

CVS Health's strong financial performance, strategic acquisitions, and customer-centric initiatives position the company for sustained growth and competitive advantage.
While facing challenges in the evolving healthcare landscape, CVS Health's focus on innovation, affordability, and operational efficiency provides a solid foundation for future success.
By capitalizing on opportunities in growth, synergies, and healthcare services, CVS Health can navigate industry headwinds and drive long-term value creation for stakeholders.

CVS Health reports robust Q2 earnings, eyes growth opportunities

CVS Health's Q2 2023 performance reflects strong financial results and strategic acquisitions driving growth.
Despite challenges like higher costs and restructuring charges, the company remains confident in its ability to deliver outstanding performance.
Opportunities lie in expanding Medicaid contracts, biosimilar market establishment, and clinic openings for at-risk populations.
Overall, CVS Health's focus on cost optimization, digital sales growth, and patient engagement positions it well for future success.

CVS Health reports robust Q3 earnings and strategic growth plans

CVS Health's Q3 performance reflects strong financial results and strategic initiatives across its segments, positioning the company for sustainable growth.
While facing challenges like declining vaccine demand and contract losses, CVS Health is focused on leveraging opportunities in biosimilars and cost-saving solutions.
The company's commitment to operational excellence, innovation, and workforce investment underscores its strategic vision for becoming a leading health solutions provider.
With a clear focus on growth drivers and mitigating challenges, CVS Health is poised to capitalize on market opportunities and deliver value to shareholders.

CVS Health reports robust Q4 earnings, eyes Medicare margin recovery

CVS Health's Q4 2023 earnings call highlighted strong financial performance, a cautious stance on Medicare Advantage utilization, and a focus on transforming healthcare delivery. The company is committed to margin recovery, growth, and enhancing customer experience while addressing challenges in Medicare Advantage trends and cost pressures.

CVS Health faces Medicare Advantage challenges, focuses on margin improvement

CVS Health's Q1 2024 earnings call highlighted strong financial performance, challenges in the Medicare Advantage business, and a focus on improving margins. The company showcased strengths in the biosimilar market and Pharmacy & Consumer Wellness segment while addressing issues impacting Health Care Benefits and Services segments.

CVS Health's Q2 2024 performance reflects strong financial results, cost savings, and innovative initiatives in pharmacy services.
The company faces challenges in the Health Care Benefits segment but is actively addressing them through leadership changes and operational improvements.
Opportunities for growth include driving margin improvements, expanding digital reach, and educating stakeholders on the value delivery of PBMs.
Expectation of margin recovery in Medicare Advantage and double-digit EPS growth in 2025 highlight CVS Health's strategic focus on operational efficiencies and cost savings.

CVS Health reports robust Q3 earnings, focuses on growth strategies

CVS Health's Q3 2024 performance was marked by strong financial results, leadership changes, and segment-specific challenges and successes. The company is focused on leveraging opportunities in strategic initiatives and addressing areas for improvement to drive future growth.

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Cost of revenue

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Earnings per share

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Cash & equivalents

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Net PPE

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Cash from investing

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Purchase/sale of investments

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Free cash flow

Activist investor Starboard Value has taken a stake in CVS Health, The Wall Street Journal reported Monday.

CVS Health shares rise after report activist Starboard Value has taken a stake

Walmart

Which stock wins in a battle between these two retail pharmacy leaders?

Better Buy: CVS Health vs. Walmart

General Electric

Intel

Skechers U.S.A.

AT&T

Ever since yields started breaking out higher in early September, value stocks have been on a tear, and this rally won't end anytime soon.

5 Strong Value Stocks to Buy As Treasury Yields Rise

Cerner

Humana

Traditional U.S. healthcare companies are resorting to vertical integration to counter the tech threat.

3 Healthcare Stocks to Counter Tech Encroachment

Despite strong quarterly results, the company is still looking to unload more underperforming locations.

Why Is CVS Closing More Stores?

CVS Health reported solid third-quarter results with Health Care Benefits even outperforming expectations with the retail pharmacy segment meeting expectations.

CVS: Still A Buy

CVS: The Upside Is Still There

HCA Healthcare

UnitedHealth Group

Anthem

Cigna

Centene

Tenet Healthcare

Hospital and managed care stocks surged Friday as Wall Street saw President Trump's medical price transparency rules as reason to buy health care stocks.

UnitedHealth, HCA Break Out As Health Care Stocks Jump For Trump Medical Price Transparency

CVS Health's (CVS) Health Care Benefits segment develops Medicare program with Aetna.

CVS Health's New Plans With Aetna May Improve Health Outcomes

CVS Health’s Aetna health insurance unit is rolling out a new program with Papa Inc. for seniors in Medicare Advantage plans to address their loneliness and isolation.

Aetna Looks To Curtail Loneliness For Medicare Advantage Enrollees

CVS Health's (CVS) strong Pharmacy Services segment sales gain traction from growth in specialty services.

CVS Health's Aetna Prospects Solid, Omnicare Sluggish

As CVS expands its Minute Clinic to more store locations, going into this pharmacy will become like going into a "mini emergency room."

CVS Health Shares Gain Momentum on Positive Earnings

Capri Holdings Ltd

Papa John's

The quarterly reports of CVS, Capri, and Papa John’s all had some interesting subtexts for savvy investors.

Buying Profits, Buying Trouble, Buying Pizza

The insurer was the key source of the combined businesses' higher third-quarter profits.

CVS Health's Aetna Purchase Is Looking Smarter and Smarter

CVS remains a solid dividend stock. But as the U.S.

CVS Stock Finds Itself in a Good Place at a Bad Time

CVS has successfully differentiated its business model in the pharamacy retail segment, and that means good things ahead for CVS stock.
The post Stick With the Rally in CVS Stock appeared first on InvestorPlace.

Stick With the Rally in CVS Stock

Block

Options trading was hot in International Business Machines, CVS Health and Square on Wednesday. Here’s what the data suggests moving forward.

Thursday’s Vital Data: International Business Machines, CVS and Square

The healthcare giant's third-quarter earnings report gave investors reasons to cheer.

Here's Why CVS Health Stock Marched Higher on Wednesday

The healthcare giant delivered a solid performance in Q3. Here's what made investors especially happy.

3 Things You'll Really Like About CVS Health's Q3 Results

CVS Health's (CVS) strong year-over-year growth in the top line is aided by a robust performance at the Pharmacy Services segment.

CVS Health (CVS) Beats on Q3 Earnings, Raises '19 EPS Guidance

CVS Health Corp  reported better-than-expected third-quarter profit and revenue on Wednesday, boosted by its Aetna health insurance and pharmacy benefits businesses, and it raised its 2019 earnings forecast.

Pharmacy benefits, Aetna power CVS third-quarter profit beat

CVS Health Corporation (CVS) CEO Larry Merlo on Q3 2019 Results - Earnings Call Transcript

To see a negative headline read on U.S. Productivity is thankfully quite rare.

Q3 Productivity Slips to -0.3%, Labor Costs Rise 3.6%

“The pharmacist is still the most accessible health care professional,” the CVS Health CEO said earlier this year.

CVS Beats Earnings Again, Forging Ahead With The ‘Retailization’ of Healthcare

CVS Health Corp. (NYSE: CVS) released its third-quarter financial results before the markets opened on Wednesday.

News for CVS Health Stock (CVS)