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Upturn AI SWOT - About
CVS 
CVS Health Corp (CVS)
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Upturn Advisory Summary
03/10/2025: CVS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -33.84% | Avg. Invested days 22 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/10/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 85.42B USD | Price to earnings Ratio 18.51 | 1Y Target Price 72.26 |
Price to earnings Ratio 18.51 | 1Y Target Price 72.26 | ||
Volume (30-day avg) 10868087 | Beta 0.53 | 52 Weeks Range 43.01 - 71.99 | Updated Date 04/1/2025 |
52 Weeks Range 43.01 - 71.99 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 3.93% | Basic EPS (TTM) 3.66 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1.25% | Operating Margin (TTM) 1.96% |
Management Effectiveness
Return on Assets (TTM) 1.99% | Return on Equity (TTM) 6.02% |
Valuation
Trailing PE 18.51 | Forward PE 11.42 | Enterprise Value 156576780529 | Price to Sales(TTM) 0.23 |
Enterprise Value 156576780529 | Price to Sales(TTM) 0.23 | ||
Enterprise Value to Revenue 0.42 | Enterprise Value to EBITDA 11.43 | Shares Outstanding 1260800000 | Shares Floating 1258223041 |
Shares Outstanding 1260800000 | Shares Floating 1258223041 | ||
Percent Insiders 0.14 | Percent Institutions 85.15 |
Analyst Ratings
Rating 4.07 | Target Price 66.26 | Buy 6 | Strong Buy 12 |
Buy 6 | Strong Buy 12 | ||
Hold 10 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
CVS Health Corp
Company Overview
History and Background
CVS Health Corp was founded in 1963 as Consumer Value Stores. It has evolved from a chain of health and beauty stores to a diversified healthcare company through strategic acquisitions and organic growth.
Core Business Areas
- Pharmacy Services: Provides pharmacy benefit management (PBM) services, including mail-order pharmacy services, specialty pharmacy services, and retail pharmacy network management.
- Retail/LTC: Operates retail pharmacies, MinuteClinics, and long-term care (LTC) pharmacies, providing prescription dispensing, over-the-counter medications, health and beauty products, and healthcare services.
- Health Care Benefits: Offers a range of health insurance products and services through Aetna, including medical, pharmacy, dental, and vision benefits.
Leadership and Structure
Karen S. Lynch is the current President and CEO. The organizational structure is hierarchical, with distinct business segments led by senior executives who report to the CEO.
Top Products and Market Share
Key Offerings
- Prescription Medications: Dispenses prescription medications through its retail pharmacies and mail-order services. The Pharmacy Services segment is a major revenue driver. Competitors include Walgreens, Express Scripts and OptumRx. Difficult to get exact market share data, but estimates indicate CVS has about 25% of the total prescription market share.
- Health Insurance (Aetna): Provides health insurance plans and services to individuals, employers, and government entities. Competitors include UnitedHealth Group, Anthem, and Cigna. Aetna has roughly 12% market share in the US.
- MinuteClinic Services: Offers convenient healthcare services at its MinuteClinics, including vaccinations, screenings, and treatment for minor illnesses. Competitors include Walgreens Healthcare Clinics and other retail health providers. CVS is the largest player in retail clinics.
Market Dynamics
Industry Overview
The healthcare industry is experiencing rapid consolidation, increasing regulatory scrutiny, and growing demand for affordable and accessible healthcare services.
Positioning
CVS Health Corp is positioned as a vertically integrated healthcare company, providing a comprehensive range of services from pharmacy benefit management to health insurance.
Total Addressable Market (TAM)
The US healthcare expenditure is multi-trillion dollar market. CVS Health Corp is well-positioned to capture a significant portion of this TAM through its diverse business segments.
Upturn SWOT Analysis
Strengths
- Large pharmacy network
- Integrated healthcare model
- Strong brand recognition
- Significant market share in PBM and retail pharmacy
- Aetna health insurance platform
Weaknesses
- High debt levels due to acquisitions
- Exposure to regulatory changes
- Potential conflicts of interest in integrated model
- Dependence on pharmacy revenue
Opportunities
- Expanding healthcare services
- Growth in telehealth and digital health
- Acquiring smaller healthcare providers
- Leveraging data analytics to improve patient outcomes
Threats
- Increased competition from online pharmacies
- Rising drug costs
- Changes in healthcare regulations
- Economic downturn impacting healthcare spending
Competitors and Market Share
Key Competitors
- WBA
- CI
- UNH
- MCK
Competitive Landscape
CVS Health Corp competes with other large healthcare companies, including Walgreens Boots Alliance, UnitedHealth Group, and Cigna. CVS has a vertically integrated advantage; however, they have significant debt loads.
Major Acquisitions
Signify Health
- Year: 2022
- Acquisition Price (USD millions): 8000
- Strategic Rationale: Expanded CVS Health's presence in the home healthcare market, adding capabilities in value-based care and in-home health assessments.
Growth Trajectory and Initiatives
Historical Growth: CVS Health Corp has grown significantly through acquisitions and organic growth, expanding its presence in the healthcare market.
Future Projections: Future growth is expected to be driven by expanding healthcare services, leveraging digital health technologies, and managing healthcare costs.
Recent Initiatives: Recent strategic initiatives include expanding telehealth services, improving pharmacy efficiency, and integrating healthcare services across its various business segments.
Summary
CVS Health Corp is a strong, vertically integrated healthcare company. Its diverse business segments provide a competitive advantage; however, high debt levels and regulatory changes remain potential risks. Expansion into telehealth and strategic acquisitions position the company for continued growth. Effectively managing its integrated model will be critical for future success.
Similar Companies
- WBA
- UNH
- CI
- MCK
- ABC
Sources and Disclaimers
Data Sources:
- Company SEC filings (10-K, 10-Q), Investor Presentations, Market Research Reports, Analyst Estimates, Publicly Available News
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data is estimated and may vary. Investment decisions should be based on thorough research and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About CVS Health Corp
Exchange NYSE | Headquaters Woonsocket, RI, United States | ||
IPO Launch date 1984-12-17 | President, CEO & Director Mr. J. David Joyner CEBS | ||
Sector Healthcare | Industry Healthcare Plans | Full time employees 219000 | Website https://www.cvshealth.com |
Full time employees 219000 | Website https://www.cvshealth.com | ||
CVS Health Corporation provides health solutions in the United States. It operates through Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments. The Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, medical management capabilities, Medicare Advantage and Medicare Supplement plans, PDPs and Medicaid health care management services. It serves employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governmental units, government-sponsored plans, labor groups, and expatriates. The Health Services segment offers pharmacy benefit management solutions, including plan design and administration, formulary management, retail pharmacy network management, specialty and mail order pharmacy, clinical, disease management, medical spend management services, and other administrative services. It serves employers, insurance companies, unions, government employee groups, health plans, prescription drug plans, Medicaid managed care plans, CMS, plans offered on public health insurance, and other sponsors of health benefit plans. The Pharmacy & Consumer Wellness segment sells prescription and over-the-counter drugs, consumer health and beauty products, and personal care products. This segment also distributes prescription drugs; and provides related pharmacy consulting and other ancillary services to care facilities and other care settings. It operates online retail pharmacy websites, LTC pharmacies and on-site pharmacies, retail specialty pharmacy stores, compounding pharmacies and branches for infusion and enteral nutrition services. The company was formerly known as CVS Caremark Corporation and changed its name to CVS Health Corporation in September 2014. CVS Health Corporation was incorporated in 1996 and is headquartered in Woonsocket, Rhode Island.
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