Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

CVS Health Corporation

NYSE:CVS

Drugstore Chains · benchmarked against XLV constituent company universe inside the XLV constituent company universe.

Active tabFinancial reports

Current readMixed

Last close110.18

1M return+7.93%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report May 11, 1:17 AM GMT+8.

Sample and caveat28 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest May 11, 1:17 AM GMT+8

Distinct report rows12

Sections4

Metrics28

Coverage100%

CompanyCVS Health Corporation

Overview scoring

Fundamental overview

55/100 blended · 97/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 57/100; Cash flow 56/100; Balance sheet 47/100; Valuation 58/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 56/100; XLV constituent company universe 51/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #6 of 13; XLV constituent company universe #27 of 59.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 59/100; Cash flow 57/100; Balance sheet 50/100; Valuation 55/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration11/24

ROE / ROA spread has the largest second-order move at -212.31%. 11 metrics are accelerating favorably and 13 are decelerating.

Fundamental PM review

Growth and cash quality3/5

EPS TTM is 2.28 with +64.59% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review1 watch items

FCF yield is +6.40% with -16.44% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 402.1B; Revenue quarter 100.4B; Operating income TTM 13.3B; Operating margin +3.31%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue +0.14%; Revenue quarter -7.69%; Operating income TTM +4.17%; Operating margin +6.22%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 48/100; Cash 38/100; Quality 58/100; Balance 61/100; Valuation 38/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	402.1B	+2.07%+8.2B	+0.14%+701M	improving	11
Revenue quarterRevenue	100.4B	-4.97%-5.3B	-7.69%-8B	decelerating	12
Revenue next quarterRevenue	100B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	13.3B	+5.01%+634M	+4.17%+529M	accelerating	12
Operating marginProfitability	+3.31%	+5.01%+0.16 pts	+6.22%+0.20 pts	accelerating	12
EPS TTMEarnings	2.28	+64.59%+0.89	-196.95%-0.11	decelerating	8
EPS next quarterEarnings	1.82	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+13.88%	+0.75%+0.10 pts	+1.24%+0.17 pts	accelerating	12
Net marginQuality	+0.72%	+63.47%+0.28 pts	-205.84%-0.04 pts	decelerating	12
Gross-to-net conversionQuality	+5.18%	+62.26%+1.99 pts	-208.87%-0.34 pts	decelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Jul 3, 2023	339.6B	89B	—	15.6B	+4.59%	—	—	+16.06%	+0.86%	+5.36%
Oct 2, 2023	348.2B	89.9B	—	15.6B	+4.49%	—	—	+15.72%	+2.47%	+15.71%
Jan 2, 2024	358.3B	94B	—	15.6B	+4.35%	—	—	+15.33%	+2.33%	+15.19%
Apr 1, 2024	361.3B	88.5B	—	14.1B	+3.90%	—	—	+14.95%	+2.03%	+13.55%
Jul 1, 2024	363.7B	91.3B	—	13.3B	+3.67%	5.62	—	+14.79%	+1.98%	+13.36%
Oct 7, 2024	369.2B	95.4B	—	11.4B	+3.10%	3.94	—	+14.25%	+1.36%	+9.53%
Jan 6, 2025	372.7B	97.5B	—	9.9B	+2.66%	3.66	—	+13.76%	+1.24%	+9.00%
Apr 7, 2025	378.8B	94.6B	—	11.5B	+3.05%	4.19	—	+14.02%	+1.39%	+9.94%
Jul 7, 2025	386.5B	98.9B	—	11.6B	+3.01%	3.58	—	+13.78%	+1.17%	+8.51%
Oct 6, 2025	393.9B	102.9B	—	12.6B	+3.19%	0.38	—	+13.85%	+0.12%	+0.86%
Jan 5, 2026	402.1B	105.7B	—	12.7B	+3.15%	1.38	—	+13.78%	+0.44%	+3.19%
May 11, 2026	402.1B	100.4B	100B	13.3B	+3.31%	2.28	1.82	+13.88%	+0.72%	+5.18%