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.

Revenue

Cost of revenue

Gross profit

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Bristol-Myers

Investors are often on the lookout for strong companies that may be undervalued and present lucrative long-term opportunities.

Should Investors Buy Bristol Myers or CVS Stock Near 52-week Lows?

CVS Health has been generating significant sales growth over the years. Its returns haven't been great in the past decade, but the stock could be a market-beating investment in the future.

Could CVS Health Help You Become a Millionaire?

CVS Health's revenue of $83.8 billion in Q4 2022 reflected a 9.5% y-o-y rise, with growth in all segments.

Is CVS Health Stock Undervalued?

Liberum has initiated its coverage of CVS Group (AIM:CVSG) PLC with a ‘buy' recommendation and 2,380p. In doing so, it described the group as more of a trusty Labrador than a mythical unicorn (the latter being a $1bn valued tech start-up).

CVS Group: Unicorn or Labrador? You decide

Shares of CVS Health are down significantly from their peak level in 2022. CVS Health stock pays a dividend that has increased by 169% over the past 10 years.

Is CVS Health a Good Dividend Stock to Buy Now?

Bank of America

Blackrock Inc

Bayerische Motoren Werke AG

Johnson & Johnson

Nordstrom

Coca-Cola

Lowe's

Southwest Airlines

Morgan Stanley

Pfizer

Charles Schwab

Toyota Motor

Unilever

Fortune Magazine February/March 2023 Issue listed 50 World's Most Admired (WMA) companies based on a poll of "some 3,760 corporate executives, directors, and securities analysts." Acclaim from the wider business community, plus standing among rivals, both factored into the ranks. For the sixteenth year in a row, Apple topped all.

3 Ideal Dividend Buys From Fortune's World's Most Admired All Stars 2023

Hormel Foods

Silvergate Capital Corp

While stocks gained ground this week and many seemed to be recovering from the late February sell-off, these 3 well-known names slumped to new 52-week lows.

Stock Market Losers: New Lows For CVS, Hormel And Silvergate

Automatic Data Processing

Amgen

Best Buy

Blackstone Group

CME Group

ConocoPhillips

Enterprise Products Partners

Home Depot

Intercontinental Exchange

Intel

Kroger

PepsiCo

Prudential Financial

Phillips 66

Tractor Supply

Walgreens

Williams-Sonoma

Cash is yielding over 4%, so a dividend growth investor can afford to be patient. February marked the first monthly decline in projected income since 2016 due to dividend cuts.

My Dividend Growth Portfolio February Update: Cash Is Not Trash

Caterpillar

Citizens & Northern

Deere & Company

General Dynamics

General Mills

Kinder Morgan

Norwood Financial

Realty Income Corp

Orrstown Financial

Provident Financial Services

Procter & Gamble

Starbucks

AT&T

Verizon

WestRock

Investing in dividend stocks allows you to earn dividend income, the best passive income stream. As I stated in my December 2022 post, 2022 finished off down, ending up below 3,900! The market was down 20% for 2022.

Dividend Income Summary: Lanny's February 2023 Summary

Analog Devices

Ally Financial

American Tower

Amazon

Broadcom

Boston Omaha

Carrier Global

Cogent Communications Holdings

Comcast

Digital Realty Trust

Essential Properties Realty Trust Inc

Fidelity National Financial

Corning

General Motors

Kellogg

Lockheed Martin

MPLX

Medical Properties Trust

Microsoft

Dividends received in February totaled $244.23. Forward dividend income grew by $71.65, translating to M/M growth of 1.27%.

My Dividend Growth Income - February 2023 Update

CVS Health (CVS) launches functionality that gives patients more choices and convenience in filling prescriptions.

CVS Health's (CVS) New Acquisitions Aid, Cost Woes Linger

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Here's Why CVS Health (CVS) is a Strong Value Stock

News for CVS Health Stock (CVS)