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

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Margins

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

Benefit costs

Operating expenses

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Loss on assets held for sale

Restructuring charge

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Year over year growth in Revenue and Operating Expenses.

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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

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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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CVS will open HealthHUBs in Boston, Dallas-Forth Worth, Florida, Maryland, North Carolina, Ohio, and Virginia in the first half of 2020.

CVS expanding HealthHUBS to Boston, Dallas next year — targets cities with chronic disease

Cigna

The Trump administration dropped a drug rebate rule to squeeze profits of pharmacy benefit managers. Cigna, CVS, United Health and others soared.

Health Care Stocks Cigna, CVS Jump After Trump Drops Drug Rebate Rule

Amgen

Baxter

DaVita

Fresenius Medical Care

Dialysis stocks move north after Trump signs an executive order designed to reform the nation's kidney treatment industry.

Trump's Order on Kidney Care Lifts These Dialysis Stocks

McKesson

UnitedHealth Group

The Trump administration has withdrawn its proposal to eliminate rebates from government drug plans, Politico reported on Thursday, citing a White House spokesperson.

White House reportedly pulls its proposal to eliminate drug rebates

CVS Health has no shortage of risks. But a cheap valuation and long-term opportunities suggest the CVS stock sell-off has gone too far.

If Everything is Going Wrong for CVS Health Stock, is That a Buy Signal?

Aetna merger costs are hurting shorter-term earnings.

CVS Is Attractively Valued And Bottoming

CVS Health's (CVS) Aetna integration synergies bode well for the stock.

CVS Health Banks on Aetna Prospects, Omnicare May Disappoint

Investors' trust continues to be high in CVS Health (CVS), thanks to strength in its PBM business.

Here's Why CVS Health (CVS) Should Be in Your Portfolio

CVS Health added a lot of debt when it acquired Aetna for $69 billion. Should the company's balance sheet hold you back from buying CVS stock?

Should Debt Hold You Back From Buying CVS Stock? We’re Of Several Opinions

Pfizer

Weyerhaeuser

The stock charts of CVS Health, Pfizer and Weyerhaeuser head into the midpoint of the week on the verge of major moves.

3 Big Stock Charts for Wednesday: CVS Health, Pfizer and Weyerhaeuser

CVS has lagged behind for months and is still being traded at a discount to fundamental valuations/forward profits.

If You're Not Long CVS Yet, You Should Be

Becton, Dickinson and Co.

Becton Dickinson & Co. Deposit Repr 1/20th Cum Conv Pfd Registered Series A

Celgene

Intuitive Surgical

According to the GuruFocus All-In-One Screener, the following health care stocks are popular among gurus.

5 Health Care Stocks in Gurus’ Portfolios

Macy's

Lower interest rates have made higher yielding dividend stocks more attractive as the spread between dividend stock yields and US Treasury Bonds continues to widen.

CVS And Macy's: Two Hot Dividend Picks For This Summer

CVS remains a key holding of many of our followers.

CVS: Waiting Is The Hardest Part

CVS stock trades at a low multiple, and this will likely remain the case until management can restore confidence in CVS Health stock.
The post CVS Stock Is Cheap for a Reason appeared first on InvestorPlace.

CVS Stock Is Cheap for a Reason

Bank of New York Mellon

Carnival

Kroger

Simon Property Group

State Street

According to GuruFocus’ list of 52-week lows, these Guru stocks have reached their 52-week lows.

52-Week Company Lows: June 24

Are traditional retail pharmacies and insurance companies worried about Amazon.com, Inc.'s push into their respective territories?

CNBC: Retail Pharmacies More Worried About Amazon Than They Admit

It seems like everywhere I go, there is a CVS. The company may have over-extended itself, which is bad news for CVS stock holders.

CVS Health Stock Has Cannibalized Itself

Amazon

Health care companies claim they are not threatened by Amazon's potential foray into the space. A recent lawsuit in which CVS tried to prevent executive John Lavin from joining Amazon PillPack suggests more concern in private.

CVS just laid out a big reason why health companies are worried about Amazon

A judge is challenging the CVS Health-Aetna deal and the drug store sector is out of favor. So when will the discount on CVS stock end?

CVS Stock Has More Going for It Than Just a 3.69% Dividend Yield

Caterpillar

Disney

Morgan Stanley

PepsiCo

Verizon

Verizon Communications Inc 5.9 % Notes 2014-15.2.54 Sr

Value investments are cheaper than they’ve been in 30 years yet many still say they’re not the stocks to buy. Here are 7 counter-arguments.

7 Value Stocks to Buy for the Second Half

It admittedly takes some guts to step into CVS stock here, in the middle of a renewed legal mess, but that's exactly the time to go bargain hunting.
The post Aetna Uncertainty Is Keeping CVS Stock Way Undervalued appeared first on InvestorPlace.

Aetna Uncertainty Is Keeping CVS Stock Way Undervalued

CVS is working on expanding its physical store base, which seems strange in light of online competition. The good news is the pharmacy business is different than other retail industries.

3 Reasons CVS Health's Future Looks Bright Despite Current Challenges

CVS's Analyst Day highlighted its three strategic initiatives on Aetna Integration, Enterprise Modernization, and Business Transformation.

CVS: Setting The Stage For The Long Term

Senior Judge Leon objects to an insurer owning a PBM, but UnitedHealth, Centene and Cigna already do. How will this affect CVS stock?

News for CVS Health Stock (CVS)