NYSE:CVS

CVS Health Corp (CVS)

95.93
+1.11 (1.17%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
247 watching
0
PAST TOP PICK
(A Top Pick Jan 22/21, Up 38.85%) Pretty low multiple. In debt reduction mode. In future, great free cashflow, share buybacks, more acquisitions, pay down debt. Likes this better than peers as it's more than just a pharmacy; it's an integrated provider.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly This owner of 10,000 pharmacies across the US, who fills more than 20% of all prescriptions in the country, is reiterated again as a TOP PICK. The company announced a partnership with MSFT to bring more cloud based services to its customers, which should reduce costs and help retain customers. Forward earnings project the stock at 11x earnings, compared to peers at 15x and it trades under 2x book. It has been increasing cash reserves, while aggressively retiring debt. It pays a good dividend, backed by a payout ratio under 40% of cash flow. We would recommend adjusting the stop to $90.00, looking to achieve $117.50 - upside potential over 16%. Yield 2.18% (Analysts’ price target is $117.52)
DON'T BUY
Great job operationally. Earnings have grown nicely. 2022 will be relatively flat, depending on how well they can push through prices. 10-13x earnings, not expensive. Yield is 2%, not growing quickly. Probably better places to be such as COST or DOL, which he owns. More defensive than he'd want right now.
BUY
Healthcare stock outlook Healthcare stocks haven't done that well, so certain sectors hold potential. Careful with biotechs which have been hit hard by this correction, down over 50% from their peaks. CVS he likes--it owns Aetna, a health insurer, and are transforming their storefronts into mini-health hubs. All good. Also, he likes their pharma business. A well-rounded company.
BUY
They report Wednesday. He expects a very good quarter, partially driven by their Covid testing business. The stock could rise to $110-120.
PAST TOP PICK
(A Top Pick Jan 22/21, Up 46%) Trades at 13x earnings. Still a long way to go. He's very big on pharmacies, as they're delivering more and more services since it's cheaper than via hospitals.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 26/20, Up 55.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CVS is progressing well. We now recommend trailing up the stop (from $82) to $95. If triggered, this would all but guarantee a net investment gain of 30%, when combined with our previous recommendation to cover half.
PAST TOP PICK
(A Top Pick Jan 19/21, Up 42%) Debt is manageable. Free cashflow of about 13B. Well capitalized. Insurance, pharmacy with HealthHub, pharmacy benefit manager. Not expensive at 13x earnings.
BUY
Has done well, raising estimates for 2022. Redefined itself, and the market's realizing it's more than just a drugstore. Centred around health wellness. Trades at 12x earnings. Good cashflow, decent dividend.
HOLD
The PE is still attractive. CVS is adding more health services in their drug stores. Covid vaccinations encourage consumers to buy more items in their stores when they visit. Still a hold and you'll get a decent return. Still some upside here.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Nov 26/20, Up 37.69%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CVS is progressing well. We recommend trailing up the stop (from $70) to $82. If triggered this would result in a net investment gain over 21%, when combined by our previous recommendation to cover half.
COMMENT
They report Wednesday. They've been a roll because of the Covid vaccine and superior execution compared to Walgreens. But can they continue their streak as the pandemic winds down? They do have a huge health insurance business.
PAST TOP PICK
(A Top Pick Feb 26/20, Up 39%) He still likes it. It has a unique business model: a pharmacy, pharmacy benefit management (PBM) and health insurer. Pays a good dividend, diversified and trades around 10x earnings. Free-cash flow yield is almost 9%. It's a durable business.
BUY
It's cheap, and trades well below the market multiple. Booster shots will be a big benefit to CVS.
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