Zacks Investment Research·22h ago
Why CVS Health (CVS) is a Top Growth Stock for the Long-TermThe Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
CVS Health's integrated pharmacy and insurance model is driving accelerating revenue growth, with 2026Q2 revenue up 7.3% year-over-year to $106.1B and EPS surging 188.8% to $2.31. Underwriting profitability has stabilized near 95.6% combined ratio, though elev...
Price trend, volume and key moving averages
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Revenue growth accelerated to 7.3% in 2026Q2, with EPS up 188.8% to $2.31, while the combined ratio improved to 95.6% from 98.0% in 2025Q4, indicating stabilizing underwriting profitability.
CVS Health’s integrated model combines Aetna insurance, CVS Caremark PBM, retail pharmacy, and care delivery services into a single platform. This vertical integration gives the company a competitive edge by offering a more holistic, potentially cost‑effective approach to healthcare.
Recent purchases of Oak Street Health and Signify Health strengthen CVS’s primary care and home‑healthcare offerings. The company plans to open 1,500 HealthHub locations by the end of 2025, broadening its service footprint and revenue streams.
Total revenues reached a record $402.1 billion in 2025, up 7.8% from the prior year. This growth reflects the success of CVS’s integrated services and expanding footprint.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $2.58+38.0% vs $1.87 | $106.1B+6.1% vs $100.0B |
Q2 2026 May 6, 2026 | $2.57+16.3% vs $2.21 | $106.1B+11.7% vs $95.0B |
Q1 2026 Feb 10, 2026 | $1.09+9.0% vs $1.00 | $105.7B+1.9% vs $103.7B |
Q4 2025 Oct 29, 2025 | $1.60+16.8% vs $1.37 | $102.9B+4.1% vs $98.8B |
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
CVS Health and Cardinal Health are benefiting from healthcare growth, but differences in performance, valuation and targets shape the outlook.
CVS Health (CVS) concluded the recent trading session at $87.6, signifying a -1.4% move from its prior day's close.
CVS raises its 2026 revenue and earnings outlook, but reimbursement pressure, macro headwinds and soft front-store demand could weigh on results.
Benchmark CVS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for CVS Health Corp. (CVS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $87.10 | $111.13B | 62.66 | 7.85% | 0.44% | 2.34% | 3.07% | |
| $372.95 | $338.69B | 28.19 | 11.81% | 3.14% | 13.49% | — | |
| $273.74 | $72.41B | 12.35 | 11.26% | 2.27% | 15.16% | — | |
| $402.43 | $87.27B | 16.02 | 12.62% | 2.47% | 11.2% | — | |
| $371.93 | $44.65B | 37.80 | 10.06% | 0.88% | 6.89% | — | |
| $891.23 | $106.23B | 23.22 | 12.36% | 1.12% | — | — |
CVS Health Corp. (CVS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
CVS Health Corp. (CVS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
May 18, 2026·SEC
May 6, 2026·SEC
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CVS Health Corp. (CVS) stock FAQ — growth, dividends, profitability & financials explained
CVS Health Corp. (CVS) grew revenue by 7.8% over the past year. This is steady growth.
Yes, CVS Health Corp. (CVS) is profitable, generating $4.91B in net income for fiscal year 2025 (0.4% net margin).
Yes, CVS Health Corp. (CVS) pays a dividend with a yield of 3.07%. This makes it attractive for income-focused investors.
CVS Health Corp. (CVS) has a return on equity (ROE) of 2.3%. This is below average, suggesting room for improvement.
CVS Health Corp. (CVS) has a combined ratio of 97.4%. A ratio below 100% indicates underwriting profitability.
