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.

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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

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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

Oak Street Health

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

Analog Devices

American Financial Group

Ally Financial

American Tower

Amazon

Broadcom

Best Buy

Boston Omaha

Carrier Global

Cogent Communications Holdings

Comcast

Digital Realty Trust

Essential Properties Realty Trust Inc

Fidelity National Financial

Corning

General Motors

Graphic Packaging Hld

Global Payments

Home Depot

Kellogg

Lockheed Martin

MPLX

Medical Properties Trust

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

My Dividend Growth Income - January 2023 Update

CHARLESTON, W.Va. , Feb. 7, 2023 /PRNewswire/ -- Aetna Better Health of West Virginia, a CVS Health® company (NYSE: CVS), has been selected by the West Virginia Department of Health and Human Resources to continue serving Mountain Health Promise members under a new Medicaid managed care contract.

Aetna Better Health of West Virginia selected to continue supporting children and youth in the state

CVS Health is reportedly getting close to buying Oak Street Health for about $10.5 billion in a deal that further highlights the land grab to own the primary care market in the U.S.

A CVS acquisition of Oak Street ‘would make sense,' analysts say

CVS is reportedly nearing a $10.5 billion deal to acquire Oak Street Health. The purchase could be announced as early as this week, The Wall Street Journal reported Tuesday (Feb. 7), citing sources with knowledge of the matter.

Report: $10B CVS-Oak Street Health Deal Could Close This Week

An acquisition costing about $10.5 billion including debt is close, The Wall Street Journal reported.

CVS Nears Deal for Oak Street Health. The Sector Could Be Hot for M&A in 2023.

Trading near its 52-week lows and 23% from its highs, investors will be paying close attention to CVS Health's (CVS) fourth-quarter earnings on February 8.

Time to Buy CVS Stock Before Crucial Q4 Earnings?

CVS Health Corp is close to an agreement to buy primary care center operator Oak Street Health Inc for about $10.5 billion including debt, the Wall Street Journal reported on Monday, citing people familiar with the matter.

CVS nearing $10.5 bln deal for primary-care provider Oak Street Health - WSJ

Oak Street Health Inc. OSH, -2.48% shares jumped more than 35% in late trading Monday, after a report that CVS Health Corp. CVS, -0.61% was nearing a $10.5 billion acquisition of the healthcare chain. The Wall Street Journal reported late Monday that the two parties were near a deal at roughly $39 a share, and it could be reported as early as this week; CVS is due to report earnings Wednesday morning.

Oak Street Health shares jump more than 35% on report that CVS is nearing acquisition

The deal would expand the health insurer and pharmacy chain's role in medical care.

CVS Nearing $10.5 Billion Deal for Primary-Care Provider Oak Street Health

Twenty-First Century Fox

Uber

In late morning trading Monday, the Dow Jones industrials was 0.21% lower, while the S&P 500 was down 0.45% and the Nasdaq down 0.59%.

Earnings Previews: CVS Health, Fox, Uber

Colgate-Palmolive

Coinbase

Disney

Procter & Gamble

Starbucks

Silvergate Capital Corp

With the Nasdaq nearly in a bull market (believe it or not), many companies reporting solid earnings, and the stock market coming off a scorching hot January, I'm very optimistic about stocks. But just as “there's always a bull market somewhere,” as CNBC's Jim Cramer loves to say, there are always overvalued stocks to sell.

7 Overvalued Stocks That Will Get Clobbered This Year

We expect CVS stock to trade sideways post the results announcement, with Q4 revenue likely falling marginally below and earnings aligning with the consensus estimates.

Will CVS Health Stock Rise Post Q4 Results?

Activision Blizzard

CME Group

Centene

Keurig Dr Pepper Inc

Paychex

Republic Services

Sysco

2022 has been a bad year for the equity market, with inflation and interest rates being the primary factors weighing on stocks throughout 2022.

10 Large Cap Stocks Trading Close to 52-Week Lows

CVS Health (CVS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CVS Health (CVS) Expected to Beat Earnings Estimates: Can the Stock Move Higher?

Abbott Labs

They don't offer the highest yields, but these strongly profitable businesses are poised to raise their payouts at a blistering pace.

News for CVS Health Stock (CVS)