CVS Health Corp (CVS) Buy, Sell or Hold

CVS Health Corp (CVS)

95.93

+1.11 (1.17%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

247 watching

BUY

Vertically integrated, growing dynamically. CVS has health insurance with Aetna, pharmacy benefit manager with CareMark, and HealthHub offering in-store diagnostics. Better choice than WBA.

PAST TOP PICK

(A Top Pick Aug 21/20, Up 34%) Absolutely he'll stick with it. Trades at a fine PE. It's not just pharmacies but health insurance to add up to a vertical health business.

HOLD

WBA has operations in the US and UK. Stays in drug retail and expands geographically. Doesn't grow quickly, but it's not an income stock either. Growth profile not attractive. She owns CVS instead, with its vertically integrated strategy.

PAST TOP PICK

(A Top Pick Jun 29/20, Up 32%) They became big after buying Aetna. They're broadening offering within stores to offer services like nurse practitioners. They think beyond just being a drug store. They're well-positioned in their industry. Take a long-term view, but you can buy this at current prices.

BUY

He prefers CVS to WBA. WBA has spun its wheels a bit. CVS has better management, and it's vertically integrated with Aetna and its pharmacy benefit manager. As the pandemic eases, its revenues from Covid will shift to other areas, such as HealthHUB for chronic conditions.

BUY

He still likes it and has for a long time. Sure, there will be frustrating periods owning this. He was patient with this, and now CVS shares are starting to climb, because the market views it as a healthcare provider, including insurance, and not just a drug store. They have 12,000 stores. Their Health Hub is set up to be an intermediate step for people to go before (or instead of) the emergency ward (i.e. high blood pressure), and HH's future looks bright.

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PAST TOP PICK

(A Top Pick Nov 26/20, Up 21.2%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CVS has achieved its $82 objective. To be disciplined, we recommend covering 50% of the holding and trailing up the stop (from $57) to $70. This would all but guarantee a minimum investment return of 12%.

BUY

A preferable sector at this time. Strong earnings reported. Covid injection revenue expected to go down, but they're still expecting positive forward momentum. Well positioned. Has had a spike, but room to go higher at least into August.

COMMENT

They've been a vaccine hub for several months and they should've spurred traffic and sales. They report Tuesday. Every time they try to crash $77/share, it falls back. It could break through. He thinks the new CEO will have a good story to tell.

PAST TOP PICK

(A Top Pick Jun 29/20, Up 23%) Right place, right time. Purchase of Aetna has done well. Still reasonably priced. Solid execution. Will benefit as the health system transforms in the next years.

HOLD

A real health conglomerate. Vertically integrated. Inexpensive valuation, at less than 10x. Recent earnings moved the needle down. Market may have been disappointed on 2021 guidance. 12.5% free cashflow yield. An excellent opportunity. The vaccine rollout will be a major contributor to its financial success.

COMMENT

One of the cheapest stocks on the S&P. Amazon has challenged them as a drug store while competitors challenge them in the insurance side. If they raise their numbers and back that up with solid traffic projections, maybe a debt paydown, this stock could finally get the traction it deserves. They report Tuesday

TOP PICK

Impeccably well positions after their large acquisition. Loves pharmacies since they will offer more and more services. Trading at 10x earnings and currently paying down debts. Free cashflow is great. Expects double digit earnings growth for one of the premier healthcare company in the US. A growth company at 10x earnings is very cheap. (Analysts’ price target is $85.63)

TOP PICK

Known as a pharmacy, but the CEO has expanded it a lot. They bought insurer Aetna and are vertically integrated. Also own a pharmacy benefit manager, plus CVS operates 10,000 physical locations across the U.S., writing over a billion subscriptions annually. Currently, CVS is engaged in vaccine distribution. CVS trades at a cheap 10x PE and has a free cash flow yield of 13%. Well-managed. The market is starting to see this as more than just a drugstore chain. (Analysts’ price target is $85.17)

PAST TOP PICK

(A Top Pick Dec 18/19, Down 4%) They're very well-positioned to distribute vaccines. This year, capital flowed out of these names into big tech, so the stocks took a hit. He's very bullish CVS.

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CVS Health Corp (CVS)