Professional
Added to YB: 2024-10-02
Pitch date: 2024-07-30
CVS [bullish]
CVS Health Corporation
+37.64%
current return
Author Info
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Company Info
CVS Health Corporation provides health solutions in the United States. It operates through Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments.
Market Cap
$77.0B
Pitch Price
$57.70
Price Target
N/A
Dividend
4.37%
EV/EBITDA
8.60
P/E
14.51
EV/Sales
0.39
Sector
Health Care Providers and Services
Category
value
Lazard Equity Franchise Portfolio Holding: CVS Health Corporation
CVS: Diversified healthcare co. (PBM, Aetna, pharmacy chain) trades at 8x P/E with mid-high single-digit EPS growth. Margins pressured in retail, but shifting to margin-focused model. Walgreens profit warning impacted stock. Total healthcare solution offers lower consumer costs. Upside potential if retail strategy succeeds.
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