Company context

CVS Health Corporation

NYSE:CVS

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

Active tabPeers

Current readMixed

Last close110.18

1M return+7.93%

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

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5100 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:CVS 1W +3.46%, 1M +7.93%, 3M +14.78%, 6M +36.89%, 1Y +50.62%, 3Y +63.67%; NYSE:CAH 1W -1.02%, 1M -4.69%, 3M +13.32%, 6M +0.01%, 1Y +52.16%, 3Y +158.34%; NYSE:HUM 1W +5.03%, 1M +3.32%, 3M +32.65%, 6M +123.54%, 1Y +33.67%, 3Y -15.25%; NYSE:MCK 1W -1.84%, 1M +5.30%, 3M +6.42%, 6M -17.06%, 1Y +20.27%, 3Y +95.09%; NYSE:UNH 1W +2.46%, 1M +3.78%, 3M +10.91%, 6M +49.99%, 1Y +39.99%, 3Y -11.31%; NYSE:CI 1W +1.77%, 1M +2.44%, 3M +0.75%, 6M +1.73%, 1Y -4.00%, 3Y +3.45%; NYSE:CNC 1W +5.38%, 1M +1.94%, 3M +15.63%, 6M +53.65%, 1Y +131.85%, 3Y +6.06%; NYSE:ELV 1W +5.14%, 1M -3.95%, 3M -0.52%, 6M +38.02%, 1Y +23.03%, 3Y -13.37%; NYSE:BDX 1W -3.85%, 1M -1.13%, 3M +8.03%, 6M -11.73%, 1Y +1.40%, 3Y -30.12%; NYSE:COR 1W -1.96%, 1M +1.14%, 3M +15.31%, 6M -18.71%, 1Y +3.55%, 3Y +68.24%; NASDAQ:VTRS 1W +1.04%, 1M +4.23%, 3M +8.29%, 6M +17.60%, 1Y +65.97%, 3Y +59.62%

Company1W1M3M

6M

1Y

3Y

NYSE:CVS+3.46%+7.93%+14.78%+36.89%+50.62%+63.67%

NYSE:CAH-1.02%-4.69%+13.32%+0.01%+52.16%+158.34%

NYSE:HUM+5.03%+3.32%+32.65%+123.54%+33.67%-15.25%

NYSE:MCK-1.84%+5.30%+6.42%-17.06%+20.27%+95.09%

NYSE:UNH+2.46%+3.78%+10.91%+49.99%+39.99%-11.31%

NYSE:CI+1.77%+2.44%+0.75%+1.73%-4.00%+3.45%

NYSE:CNC+5.38%+1.94%+15.63%+53.65%+131.85%+6.06%

NYSE:ELV+5.14%-3.95%-0.52%+38.02%+23.03%-13.37%

NYSE:BDX-3.85%-1.13%+8.03%-11.73%+1.40%-30.12%

NYSE:COR-1.96%+1.14%+15.31%-18.71%+3.55%+68.24%

NASDAQ:VTRS+1.04%+4.23%+8.29%+17.60%+65.97%+59.62%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NYSE:CNC+131.85% 1Y · +6.06% 3Y

NASDAQ:VTRS+65.97% 1Y · +59.62% 3Y

NYSE:CAH+52.16% 1Y · +158.34% 3Y

NYSE:CVS+50.62% 1Y · +63.67% 3Y

Risk and quality spread

NYSE:CORGM +3.46% · ROE +115.58%

NYSE:BDXGM +46.79% · ROE +5.72%

NASDAQ:VTRSGM +38.90% · ROE -1.96%

NYSE:CIGM n/a · ROE +15.26%

Valuation screen

NYSE:CIP/E 12.03 · FCF yield +10.20%

NYSE:ELVP/E 16.99 · FCF yield +7.59%

NYSE:MCKP/E 21.62 · FCF yield +5.87%

NYSE:CORP/E 23.32 · FCF yield +2.63%

Valuation versus growth

P/E against 1Y return

NYSE:CVS P/E 47.26 1Y +50.62%, NYSE:CAH P/E 34.52 1Y +52.16%, NYSE:HUM P/E 42.62 1Y +33.67%, NYSE:MCK P/E 21.62 1Y +20.27%, NYSE:UNH P/E 27.11 1Y +39.99%, NYSE:CI P/E 12.03 1Y -4.00%, NYSE:CNC P/E n/a 1Y +131.85%, NYSE:ELV P/E 16.99 1Y +23.03%, NYSE:BDX P/E 39.17 1Y +1.40%, NYSE:COR P/E 23.32 1Y +3.55%, NASDAQ:VTRS P/E n/a 1Y +65.97%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:CVSCVS Health Corporation

47.269th pctile0.3492nd pctile+5.39%58th pctile+13.88%11th pctile+3.80%16th pctile1.0124th pctile

NYSE:CAHCardinal Health, Inc.

34.5233rd pctile0.2286th pctile+8.31%71st pctile+3.65%50th pctilen/an/an/an/a

NYSE:HUMHumana Inc.

42.6217th pctile0.3529th pctile+2.66%0th pctilen/an/a+6.22%50th pctile0.7550th pctile

NYSE:MCKMcKesson Corporation

21.6267th pctile0.2671st pctile+5.87%29th pctile+3.40%0th pctilen/an/an/an/a

NYSE:UNHUnitedHealth Group Incorporated

27.1150th pctile0.860th pctile+6.17%43rd pctilen/an/an/an/an/an/a

NYSE:CIThe Cigna Group

12.03100th pctile0.2757th pctile+10.20%86th pctilen/an/a+15.26%100th pctile0.7375th pctile

NYSE:CNCCentene Corporation

n/an/a0.17100th pctile+21.88%100th pctilen/an/a-26.12%0th pctile0.7625th pctile

NYSE:ELVElevance Health, Inc.

16.9983rd pctile0.4014th pctile+7.59%57th pctilen/an/a+11.20%75th pctile0.69100th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.