Orin
CVSNYSE·Medical - Healthcare Plans

CVS Health Corporation CVS

Market cap $111.6BP/E 22.2× trailingGross margin 14.2%Reports Wed 4 Nov, before the open
$87.49
+2.44 (+2.87%)live 11:25 ET
52-wk $69.51 – $110.68
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Orin's take
0.55conviction · moderate
Refreshed 21 Aug · take v8. A new filing or a print queues the next refresh.

CVS Health's Q2 2026 results validate the Aetna-led recovery—EPS jumped more than 40% and management raised 2026 guidance—but FY2025 fundamentals remain weak with a 0.44% net margin, $1.39 diluted EPS, and $93.6B of total debt. The stock has pulled back below its 50-day MA to $93.65 with RSI at 35.3 and a bearish MACD histogram, reflecting lingering concerns about medical cost trends and PBM regulatory risk.

Smart money scores are improving (0.1278 as of 2026-06-30, up from 0.0087 prior quarter) and the stock trades at a 33% P/S discount to the peer median, but the risk/reward is balanced until quarterly results confirm the margin inflection is sustainable.

What could go wrong

  • Medical cost ratio deterioration. Aetna's Health Care Benefits profitability drove the Q2 2026 EPS jump, but any re-acceleration in medical utilization could reverse the improvement and pressure the raised 2026 outlook.
  • Gross margin compression. Gross margin has declined from 17.84% in FY2021 to 13.77% in FY2025, a structural erosion that limits operating leverage even as revenue grows 7.85% YoY.
  • Balance sheet leverage. Total debt of $93.6B against stockholders' equity of $75.2B as of FY2025 constrains financial flexibility and raises sensitivity to any further earnings shortfall.
  • PBM regulatory overhang. Caremark faces ongoing regulatory scrutiny of PBM pricing practices; adverse legislative or rulemaking outcomes could pressure the Pharmacy Services segment.

What would change my mind

Q3 2026 margin confirmation. Q3 2026 results show operating margin expansion above FY2025's 2.58% level, confirming the Q2 inflection is sustainablebullish
Medical cost ratio re-acceleration. Health Care Benefits medical cost ratio rises sequentially, signaling Aetna's profitability improvement is stallingbearish
PBM regulatory action. Federal or state legislation imposes material restrictions on PBM pricing or spread practicesbearish
Debt reduction progress. Management commits to or executes material debt paydown from FCF, improving leverage metricsbullish

Where this comes from: FMP FY2025 annual + derived_metrics · FMP FY2025 annual · Zacks news article 2026-08-17 · Technicals as of 2026-08-19. Orin's read on CVS; not advice.

Twelve months actual closes to 2026-09-24 · actual filings

Sept 25Nov 25Jan 26Mar 26May 26Jul 26

50-day average 200-day average · volume below

Largest holders · 13F Q2 2026

Money flow
FilerPositionOf fund
Vanguard Capital Management$8.6B0.2% of fund
Capital World Investors$7.8B0.9% of fund
State Street$6.2B0.2% of fund
Wellington Management Group Llp$3.5B0.6% of fund
Geode Capital Management$3.1B0.2% of fund
Fmr$3.0B0.1% of fund

131 filers · quarter ended Q2 2026 · positions, not flows

Insiders, last 24 months: 96 Form 4 filings, net −$120.2M. Of the 50 on hand, 0 were open-market purchases and 1 a sale— the rest are grants, option exercises and tax withholding.

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Where it trades

vs its own 5y · Healthcare
MetricNowOwn medianSector
P/E22.2×17.0×26.4×
EV/EBITDA12.9×11.6×—
P/S0.26×0.28×—
P/B1.4×1.3×—

Its P/E sits 60th percentile of its own last 5 years (−0.19σ from its own mean).

What the price assumes

2.7%

free-cash-flow growth every year for 10 years, discounted at 10%, is what today’s price implies — starting from $7.8B of trailing free cash flow. It is an assumption the market is making, not a forecast Orin is making.

What Wall Street published

41 firms · 2026-09-24
Consensus target

$111

$92 – $123 · +27% against today's price

How they rate it
  • 35 buy or overweight
  • 6 hold
  • 0 underweight or sell

The analysts’ consensus and their own ratings, not Orin’s. A target is a twelve-month opinion published by the firm that wrote it.

Against the companies it is compared to

median P/E 21.6× of 9 peers
CompanyMarket capP/EEV/EBITDAGrossNetROE
CVSCVS Health Corporation$109B22.2×12.9×14.2%1.2%6%
BMYBristol-Myers Squibb Company$126B13.5×9.6×70.2%18.9%47%
CICigna Corporation$70B10.9×8.1×11.7%2.3%15%
CORCencora, Inc.$60B22.9×13.5×3.7%0.8%106%
ELVElevance Health Inc.$86B17.7×13.4×39.0%2.5%11%
HCAHCA Healthcare, Inc.$92B14.1×8.8×28.4%8.8%-113%
HUMHumana Inc.$46B35.7×17.3×13.7%0.9%7%
MCKMcKesson Corporation$102B23.2×15.2×3.6%1.1%-194%
MDTMedtronic plc$113B21.6×14.8×66.7%13.9%11%
VRTXVertex Pharmaceuticals Incorporated$133B30.2×23.6×86.0%34.9%23%

The median is of the 9 peers listed above and nothing else — check it against the column. This company trades 2.6% above it. The peer set is the vendor’s, so a company can appear here that a person would not have chosen.

What it has traded at

P/E by fiscal year
FY14 24.2×FY25 56.7×

What its sector has traded at

Healthcare
FY14 6.5×FY26 28.5×

Two scales, drawn separately on purpose: a sector median and one company’s multiple are not the same number and putting them on one axis invites a comparison neither series supports.

Discounted cash flow

not recomputed since
ModelFair valueAgainstComputed
Standard DCF$369$97.39 · +279%2026-06-10
Levered DCF$264$97.39 · +171%2026-06-10

The vendor’s intrinsic-value models. Treat them as a low-growth anchor — for a fast grower the market routinely pays well above a DCF. These were computed against the price in the “against” column, not today’s.

Every estimate on one scale

price $87.49
52-week range$70 – $111
Analyst targets$92 – $123
Standard DCF$369 as of 2026-06-10, when it was $97.39
Levered DCF$264 as of 2026-06-10, when it was $97.39
At own 5y-median P/E (17×)$65
At 5y P/E range (12–57×)$47 – $218
At sector P/E (26×)$101

The vertical rule is the current price. Ranges and point estimates are the backend’s, published as they were calculated; an arrow means the estimate sits beyond this scale, and its number is on the right.