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

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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

Earnings data Q2 2021

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Earnings data Q4 2022

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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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Amgen

Sanofi

These three stocks are solid value picks in different areas of healthcare.

3 Top Healthcare Stocks to Buy for March

CVS is joining retailers like Walmart and Nike in the metaverse. As CNBC reported Friday (March 4), the pharmacy giant has filed with the U.S. Patent Trade Office for a trademark to sell virtual goods and NTFs — and provide healthcare services — in the virtual world.

CVS Aims To Be First Pharmacy in the Metaverse

CVS Health looks to patent its stores as well as sales of virtual goods including prescription drugs, wellness, beauty and personal care products.

CVS files to trademark its pharmacy and health clinics in the metaverse

GlaxoSmithKline

Merck

Vir Biotechnology

Walgreens

Kroger

Rite Aid

President Joe Biden announced during his State of the Union address on Tuesday that individuals who test positive for Covid-19 at a pharmacy will soon be able to get free antiviral treatments immediately after. The cost will be funded by the federal government, which could result in a huge boost to the revenue of companies in the pharmaceutical, pharmacy and diagnostic industries over the coming year.

Health Care Stocks to Watch as Test to Treat Plan Looks to Prevent Lockdowns

Pharmacy chains may be shuttering locations, but that's not necessarily a reason to panic.

Is the Pharmacy Dying?

CVS' shares didn't perform well despite delivering above-expectations Q4 2021 earnings, as the company's FY 2022 management guidance was disappointing.

Is CVS Stock A Buy Or Sell After Recent Earnings? Focus On Medium-Term Growth Outlook

BATON ROUGE, La., Feb. 22, 2022 /PRNewswire/ -- Aetna Better Health of Louisiana, a CVS Health company (NYSE: CVS), today announced that the Louisiana Department of Health intends to award the company a new statewide Medicaid contract through the Louisiana Medicaid Managed Care Program.

Aetna Better Health Selected to Continue Serving Louisiana Medicaid Program

WOONSOCKET, R.I., Feb. 22, 2022 /PRNewswire/ -- CVS Pharmacy, the retail division of CVS Health (NYSE: CVS) today announced the launch of six new innovative home health care products as an extension of the company's exclusive CVS Health product line.

CVS Pharmacy Develops Innovative, Modern Line of Home Health Care Products

Although CVS reported great quarterly and annual results for 2021, investors were disappointed by the weak guidance.

CVS: Still Trading At A 30% Discount

CVS' sales looks to remain consistent throughout the volatile economic cycle. The company is operating efficiently considering its EBITDA relative to resources at disposal.

CVS Health: A Sound Play In A Dodgy Market

WOONSOCKET, R.I., Feb. 21, 2022 /PRNewswire/ -- CVS Health (NYSE: CVS) today announced that Executive Vice President and Chief Financial Officer Shawn Guertin will participate in a fireside chat with investors at the Barclays Global Healthcare Conference on March 15, 2022, at approximately 8:00 am ET.

CVS Health to Present at the Barclays Global Healthcare Conference

Despite slowing projection of Covid-19 vaccination rates, the management maintains a growing top line projection in 2022. CVS has seen positive results in terms of digitalization and broadening its service area.

CVS Health Is On Track To Provide Next Generation Care

Amazon

Etsy

Walmart

Powered in part by multiple acquisitions, this high-performing e-commerce stock has proven the analysts wrong.

This Beaten-Down S&P 500 Stock Has the Most Potential for a Massive Recovery

I analyzed the company a year ago and stated that investors should have exposure to CVS.

CVS Is Another Solid Addition To Your Dividend Growth Portfolio

Lockheed Martin

Scion Asset Management, the firm founded by “The Big Short” investor Michael Burry, disclosed this week that its top six trades during the fourth quarter of 2021 include selling all shares of CVS Health Corp. ( CVS , Financial) and Lockheed Martin Corp. ( LMT , Financial) and taking new positions in Bristol-Myers Squibb Co. ( BMY , Financial), Fidelity National Financial Inc. ( FNF , Financial), General Dynamics Corp. ( GD , Financial) and AEA-Bridges Impact Corp. ( IMPX , Financial).

Michael Burry's Firm Axes CVS, Lockheed Martin in 4th Quarter

CVS Health (NYSE: CVS) announced that MinuteClinic has been recognized for achieving "Age-Friendly Health Systems-Committed to Care Excellence.” These are the details.

CVS Health (CVS) MinuteClinic Recognized For Age-Friendly Health Systems Commitment

WOONSOCKET, R.I., Feb. 17, 2022 /PRNewswire/ -- CVS Health (NYSE: CVS) today announced that MinuteClinic ® , the retail health clinic inside select CVS Pharmacy ® and Target stores, has been recognized for achieving "Age-Friendly Health Systems-Committed to Care Excellence" in all of its 74 regions across the United States.

MinuteClinic Recognized for National "Age-Friendly Health Systems" Commitment

CVS Health Corp. CVS, +0.79% unveiled a digital process for ordering at-home COVID tests that will allow customers to enter their health insurance information as payment. Eligible shoppers should head to the CVS website or app to locate stores with available tests, place an order with insurance details and then pick-up their tests from the store location.

CVS Health's new digital process for ordering at-home COVID tests will accept health insurance payment

WOONSOCKET, R.I., Feb. 15, 2022 /PRNewswire/ -- Starting today, eligible CVS Health (NYSE: CVS) consumers can visit CVS.com or the CVS App to utilize a new digital service that simplifies the process for locating, ordering, and picking up at-home COVID-19 test kits with zero upfront out-of-pocket cost and without the need for the consumer to submit a claim to their health insurance provider.

CVS Health Simplifies Access to At-Home COVID-19 Test Kits

Bristol-Myers

General Dynamics

Burry's Scion Asset Management swapped out four of its six US stocks last quarter, helping to boost its portfolio's value by 78%.

'Big Short' investor Michael Burry discloses new bets on Bristol-Myers Squibb and General Dynamics — and reveals he sold CVS Health and Lockheed Martin

WOONSOCKET, R.I., Feb. 10, 2022 /PRNewswire/ -- CVS Pharmacy today announced its second annual Supplier Diversity & Minority Owned Summit, hosted from April 5 - 8, in partnership with ECRM and RangeMe.

CVS Pharmacy Announces 2022 Supplier Diversity & Minority Owned Summit

CVS on Wednesday said it expected a 70% to 80% drop in the number of COVID-19 vaccines its drugstores will administer this year and said 2022 profit would be driven by its health insurance and pharmacy benefit management businesses.

CVS forecasts 80% drop in COVID vaccine sales for 2022

CVS Health reported its financial results for the fourth quarter and gave guidance for the full fiscal 2022.

Why is CVS Health down 4.0% despite strong Q4 results?

As pandemic tailwinds fade, CVS's ambitions to become more of a health-care destination will be front and center.

CVS faces its next challenge: Growing sales as demand for Covid vaccines fade

Strength in all three operating segments drove CVS Health's (CVS) revenues in the fourth quarter of 2021.

News for CVS Health Stock (CVS)