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

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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

Operating Expenses

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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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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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SG&A

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Cash from other sources

Net change in cash

Free cash flow

CVS is becoming engrained in U.S. medical care. Recent acquisitions are not added in great forward guidance.

Stop Playing Short Term With CVS

Oak Street Health

NEW YORK , Feb. 8, 2023 /PRNewswire/ -- Weiss Law is investigating possible breaches of fiduciary duty and other violations of law by the board of directors of Oak Street Health, Inc. ("Oak Street" or the "Company") (NYSE: OSH), in connection with the proposed acquisition of the Company by CVS Health Corporation (NYSE: CVS). Under the terms of the merger agreement, the Company's shareholders will receive $39.00 in cash for each share of Oak Street common stock owned.

SHAREHOLDER ALERT: Weiss Law Investigates Oak Street Health, Inc.

On Wednesday, CVS Health Corp. ( CVS , Financial) announced a deal that has been a long time in the making. As the next step in its growth plan, the retail pharmacy giant has agreed to acquire primary care provider network Oak Street Health Inc. ( OSH , Financial) in a deal valued at $10.6 billion, consisting of $9.5 billion in cash and the rest in debt assumption.

CVS: Critically Undervalued Ahead of Oak Street Deal

CVS Health's $10.6 billion acquisition of Oak Street Health will provide new revenue at a time when growth in its legacy pharmacy and retail businesses is expected to slow down.

CVS is betting $10.6 billion that Oak Street will enhance its health insurance and pharmacy businesses

The price action in CVS Health (NYSE: CVS) has been coiling up over the last 15 months and it looks ready to spring higher. The latest earnings report confirms the trend and trajectory of growth and has the market moving higher even now.

CVS Health Corporation Is Coiled And Ready To Spring Higher

CVS Health announced plans for them to acquire primary health company Oak Street Health for $39 a share, at a total purchase price of approximately $10.6 billion.

CVS buying Oak Street Health for $10.6B

CVS Health Corp (NYSE:CVS) which has reportedly been in the market for a medical services acquisition since last year, agreed to snap up Oak Street Health Inc, a primary care company that offer routine health screenings and diagnosis to older adults, for about $10.6 billion including debt. In a statement, the Rhode Island-based healthcare giant said it has struck a definitive agreement under which it will acquire Oak Street Health in an all-cash transaction at $39 per share, representing an enterprise value of around $10.6 billion.

CVS Health cuts $10.6 billion deal to buy Oak Street Health to expand into primary care

CVS Health Corporation (NYSE:CVS ) Q4 2022 Earnings Conference Call February 8, 2023 8:00 AM ET Company Participants Tom Cowhey - Senior Vice President, Capital Markets Karen Lynch - President and Chief Executive Officer Shawn Guertin - Executive Vice President and Chief Financial Officer Mike Pykosz - Chairman, Chief Executive Officer and Co-Founder, Oak Street Health Daniel Finke - President, Healthcare Benefits Michelle Peluso - Chief Customer Officer and Retail Co-President Prem Shah - Chief Pharmacy Officer and Retail Co-President David Joiner - President, Pharmacy Services Conference Call Participants Lisa Gill - JPMorgan Michael Cherny - Bank of America A.J. Rice - Credit Suisse Justin Lake - Wolfe Research Eric Percher - Nephron Research Stephen Baxter - Wells Fargo Ann Hynes - Mizuho Securities Nathan Rich - Goldman Sachs Operator Ladies and gentlemen, good morning and welcome to the CVS Health Fourth Quarter and Full Year 2022 Earnings Conference Call.

CVS Health Corporation (CVS) Q4 2022 Earnings Call Transcript

The headline numbers for CVS Health (CVS) give insight into how the company performed in the quarter ended December 2022, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

CVS Health (CVS) Reports Q4 Earnings: What Key Metrics Have to Say

CVS Health's (CVS) Retail/LTC segment revenues rise on increased prescription and front store volume, pharmacy drug mix and brand inflation.

CVS Health (CVS) Q4 Earnings Surpass Estimates, Margins Down

Signify Health

Retail is remaking healthcare as CVS Health expands its footprint into the value-based and primary care sectors through acquisitions, as digital efforts also continue to advance. Announcing fourth-quarter 2022 earnings on Wednesday (Feb.

CVS Ramping Healthcare Over Pharmacy After Oak Street and Signify Deals

CVS will buy Oak Street Health for $10.6 billion, adding clinics and other primary care abilities to its growing list of healthcare operations.

CVS just struck a $10.6 billion deal with Oak Street Health to become a one-stop shop for healthcare

Despite government actions that have crimped profitability, CVS sees opportunity in expanding its Medicare Advantage business.

CVS Makes $10 Billion Bet on Seniors

CVS Health (CVS) delivered earnings and revenue surprises of 3.65% and 11.84%, respectively, for the quarter ended December 2022. Do the numbers hold clues to what lies ahead for the stock?

CVS Health (CVS) Q4 Earnings and Revenues Top Estimates

Oak Street runs primary care centers for older adults. CVS is expanding value-based offerings.

CVS Health Buys Oak Street Health, Making Up For High-Profile Fail

CVS says it will acquire primary care provider Oak Street Health for $10.6 billion. The pharmacy giant announced the purchase Wednesday (Feb. 8) morning, marking the latest step in CVS' campaign to expand its primary care offerings.

CVS Deepens Healthcare Roots With $10.6B Oak Street Deal

On the same day CVS Health Corp. CVS, +0.86% announced a $10.6 billion deal to buy Oak Street Health Inc. OSH, +29.74% , the health care services and drug store chain reported a big fourth-quarter revenue beat. The stock rose 1.8% in premarket trading.

CVS Health reports big revenue beat, on the heels of $10.6 billion deal to buy Oak Street Health

Walgreens

CVS Health's plan to buy Oak Street Health for $10.6 billion adds a large network of doctor-staffed clinics primarily used by seniors amid a doctor buyout wave by retailers including Walgreens, Walmart and Amazon.

CVS Health Bids $10.6 Billion For Oak Street Health, Countering Walgreens Doctor Clinic Push

WOONSOCKET, R.I. , Feb. 8, 2023 /PRNewswire/ -- CVS Health Corporation (NYSE: CVS) today announced operating results for the three months and year ended December 31, 2022.

CVS HEALTH REPORTS STRONG FOURTH QUARTER AND FULL-YEAR 2022 RESULTS

It's the second major acquisition for CVS since September.

CVS Confirms Acquisition of Oak Street in $10.6 Billion Deal

CVS Health Corp. CVS, +0.86% said Wednesday it has agreed to acquire Oak Street Health Inc. OSH, +29.74% in a deal with an enterprise value of about $10.6 billion, confirming recent reports. CVS will pay $39 for each Oak Street share in cash and will fund the deal through available resources and existing financing capacity, while committing to retaining its current credit ratings.

CVS to acquire Oak Street Health in deal valued at $10.6 billion that's a primary-care play

CVS Health Corp said on Wednesday it would buy Oak Street Health Inc for about $9.5 billion in cash, expanding its healthcare services by adding hundreds of primary care clinics mostly for older people.

CVS digs into primary care with $9.5 bln Oak Street Health deal

Acquisition further advances CVS Health's care delivery strategy for consumers WOONSOCKET, R.I. and CHICAGO , Feb. 8, 2023 /PRNewswire/ -- CVS Health® (NYSE: CVS) and Oak Street Health (NYSE: OSH) have entered into a definitive agreement under which CVS Health will acquire Oak Street Health in an all-cash transaction at $39 per share, representing an enterprise value of approximately $10.6 billion.

CVS Health to Acquire Oak Street Health

The all-cash deal, which is expected to close later this year, would widen CVS's healthcare offerings and is the latest sign of the growing tie-ups between health insurers and primary-care doctors.

CVS Reaches $10.6 Billion Deal to Buy Oak Street Health

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Dividends received in January totaled $451. Forward dividend income grew by $1,171, translating to M/M growth of 26.08%.

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