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

Humana

UnitedHealth Group

Shares of U.S. health insurers dropped between 4% and 9% premarket on Tuesday after reimbursement rates to providers of Medicare Advantage health plans were unchanged from the initial proposal, raising worries about a squeeze on margins next year.

US health insurers slide as final Medicare Advantage rate sparks margin hit fears

Bristol-Myers

Walgreens

Three well-known companies stand out among the market's complexity as excellent opportunities for investors looking for significant gains. Each company operates in the broad domains of pharmaceuticals and healthcare, positioning it strategically to take advantage of new trends and consumer needs.

The Bargain Hunter's Dream: 3 Underpriced Stocks Poised for Massive Gains

CVS Health (CVS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will CVS Health (CVS) Beat Estimates Again in Its Next Earnings Report?

WOONSOCKET, R.I. , April 1, 2024 /PRNewswire/ -- CVS Health (NYSE: CVS) will hold a conference call with analysts and investors on Wednesday, May 1 st, 2024, at 8:00 a.m.

CVS Health to hold first quarter 2024 earnings conference call

Elevance Health Inc

Novo Nordisk

The first major U.S. health insurers have agreed to start paying for the popular anti-obesity drug Wegovy for certain people on Medicare with heart-related conditions.

First Medicare Health Plans to Start Paying for Weight-Loss Drug Wegovy

Hims & Hers Health

Teladoc

The healthcare industry is experiencing extraordinary rapid terrain evolution as advancement meets necessity. Investors are focusing on disruptive businesses during this wave of change.

3 Disruptive Healthcare Stocks That Could Surge 1000% By 2028

Some large health insurers in the U.S. will start covering Wegovy, which has become a popular anti-obesity drug — but not for those using it to lose weight, according to a report by The Wall Street Journal.

Wegovy will be covered by some insurers, but not for weight loss: report

CVS Health (CVS) concluded the recent trading session at $79.43, signifying a +0.14% move from its prior day's close.

CVS Health (CVS) Ascends But Remains Behind Market: Some Facts to Note

WOONSOCKET, R.I. , March 27, 2024 /PRNewswire/ -- CVS Health® (NYSE: CVS) today announced more than $3 million in new grants to support organizations in Phoenix working to increase equitable access to health care, address social determinants of health and educate the community on the effects of air pollution.

CVS Health® invests more than $3M in organizations improving health outcomes in Phoenix

AMN Healthcare Services

Patterson Companies

Royalty Pharma

Semler Scientific

Voyager Therapeutics

With the market trading near all-time highs, undervalued healthcare stocks offer a compelling opportunity. Fundamentally, the sector could benefit from a rotation in the innovation ecosystem.

The Healthcare Bargain Blitz: 7 Undervalued Stocks to Inject into Your Portfolio

Baker Hughes Co

ConocoPhillips

Dow Inc

Energy Transfer LP Unit

Ford Motor Company

ManpowerGroup

MetLife

Pfizer

Philip Morris

Starbucks

Southern Company

Verizon

Exxon Mobil

The Summer 2023 edition of Fortune Magazine revealed 500 biggest U.S. companies by-revenue. Dogcatcher's quest to sniff out the best dividend buys focused on 68 industry leaders, or IL, using YCharts 3/22/24 data. Those 68 industry leaders were segmented into 21 business sectors, ranging (alphabetically) from apparel to wholesalers. 3 of the 68 were private or foreign-exchange-listed firms not tracked by YCharts, leaving 65 listed. 58 dividend yielding stocks led those 68 industry leaders and ranged 0.14% to 8.10% in annual yield and ranged -11.57% to 22.59% in broker-estimated one-year target-price upsides.

4 Fortune 500 Industry Leaders Boast Ideal March Dividends

In the most recent trading session, CVS Health (CVS) closed at $78.06, indicating a +0.63% shift from the previous trading day.

CVS Health (CVS) Exceeds Market Returns: Some Facts to Consider

McDonald's

AT&T

As the broader stock rally broadens to some of the more “boring” corners of the market, it's the higher-yielding dividend plays that could stand to move higher from current levels. Undoubtedly, a broadening out of the rally would benefit some of the investors who've rotated (away from the hottest technology companies into less-loved “value” stocks) accordingly.

Hot Dividend Stocks: The 3 Best Opportunities for Passive Income Investing

CVS' vertically integrated healthcare offerings continue to well balance each other as the increased healthcare utilizations trigger expanded pharmacy volumes. It is important to note that the same headwinds are experienced by its healthcare peers, with the correction in the bottom lines being inevitable. For now, CVS remains inherently undervalued with discounted valuations compared to its peers, with an eventual re-rating likely to bring forth expanded upside potential.

CVS Health: Here Comes The Floor - Inherent Undervaluation Triggers Great Upside Potential

CVS Group (AIM:CVSG), the veterinary service provider, has been downgraded to "sector perform" by analysts at RBC following the CMA's review of the industry. The group's price target has also been reduced from 2,100p to 1,200p, with the new price representing around a 15% premium to its current market value.

CVS downgraded as vet probe drums up concerns

CVS Group (AIM:CVSG) PLC has said proposals are already available to address competition concerns in Britain's veterinary sector, after news of a probe stripped a quarter of its value on Tuesday. Pets at Home PLC, which was also dragged lower by the news of the regulatory investigation, argued such concerns did not relate to its own business model, meanwhile.

CVS offers solution to CMA as Pets at Home bats off probe concerns

CVS Health is a lot more than just a chain of retail pharmacies. Aetna, one of America's largest health insurance companies, is a CVS Health subsidiary.

3 Reasons to Buy CVS Health Now and Hold It for Decades

CVS Health reported solid full-year results for fiscal 2023, but already had to lower its guidance for fiscal 2024. During the 2023 investor day, CVS also lowered its long-term guidance but is still expecting earnings per share to grow at least 6%. The stock is still deeply undervalued, and we can bet on a reversion to the mean.

Still Undervalued, But Questions About CVS Health's Competitive Advantage Remain (Rating Downgrade)

CVS Health and the healthcare services sector are facing numerous challenges in 2024, including cyber attacks, regulatory scrutiny, declining COVID-related sales, and lower CMS rates. The company is also dealing with higher medical care costs, implementation struggles, and leadership changes. Despite these seemingly temporary headwinds, it remains uncertain whether better times are ahead for CVS.

CVS Health: Better Times Likely Ahead

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Wall Street Analysts See CVS Health (CVS) as a Buy: Should You Invest?

Bank of Nova Scotia

In today's article, I have highlighted two companies with high Dividend Yields that stand out as particularly appealing investment opportunities for this month of March. Among the two selected companies, one pays a Dividend Yield [FWD] of 3.59%, while the other provides investors with a Dividend Yield [FWD] of 6.39%. Beyond their attractive Dividend Yield and their ability to provide investors with dividend growth, their Valuation is attractive and both are financially healthy.

If I Could Only Buy 2 High Dividend Yield Companies In March 2024

CVS Health (NYSE: CVS) reported its Q4 results last month, with revenues and earnings beating the street estimates. The company reported revenue of $93.8 billion and adjusted earnings of $2.12 per share, compared to the consensus estimates of $90.4 billion and $1.99, respectively.

Should You Pick CVS Stock At $75 After A 6% Fall This Year?

CVS Health (CVS) reachead $74.30 at the closing of the latest trading day, reflecting a -0.05% change compared to its last close.

CVS Health (CVS) Stock Declines While Market Improves: Some Information for Investors

Bank of America

BB Seguridade Participacoes SA

Bayerische Motoren Werke AG

Citigroup

Enterprise Products Partners

JPMorgan Chase & Co

Coca-Cola

Altria

MPLX

Realty Income Corp

Investing in high dividend yield companies comes attached to numerous advantages for investors, such as the generation of extra income, the reduction of portfolio volatility and protection against inflation.

Yields Of Up To 9%: My Top 10 High Dividend Yield Companies For March 2024

CVS Health Corporation (NYSE:CVS ) 45th Annual Raymond James Institutional Investors Conference Transcript March 5, 2024 9:50 AM ET Executives Tom Cowhey - Executive Vice President and CFO Analysts Unidentified Analyst So I've been doing these 25 years and they have to tell me where the on button is for the mic, so equity professional. So, good morning, everybody.

News for CVS Health Stock (CVS)