Revenue segments as reported by the company.

Products

Premiums

Services

Net investment income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Benefit costs

Operating expenses

Goodwill impairment

Store impairments

Opioid litigation charges

Loss on assets held for sale

Restructuring charge

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

CVS Health

Aetna is an American managed health care company, which sells traditional and consumer directed health care insurance plans and related services, such as medical, pharmaceutical, dental, behavioral health, long-term care, and disability plans. Aetna is a member of the Fortune 500.

Aetna

CVS Pharmacy is a subsidiary of the American retail and health care company CVS Health, headquartered in Woonsocket, Rhode Island. It was also known as, and originally named the Consumer Value Store and was founded in Lowell, Massachusetts, in 1963. The chain was owned by its original holding company Melville Corporation since its inception until its current parent company CVS Health was spun off into its own company in 1996. CVS Pharmacy is currently the largest pharmacy chain in the United States by number of locations (over 9,600 as of 2016) and total prescription revenue. As the retail pharmacy division of CVS Health, it ranks as the 7th largest U.S. corporation according to Fortune 500 in 2016. CVS Pharmacy's leading competitor Walgreens Boots Alliance ranked 37th.

CVS Pharmacy

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

Earnings data Q1 2021

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Earnings data Q4 2022

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CVS Health exceeds Q4 expectations, eyes growth with Oak Street

CVS Health's strong financial performance in 2022, driven by revenue growth and exceeding EPS expectations, positions the company well for future growth.
The acquisition of Oak Street Health presents opportunities to expand into primary care and improve long-term earnings growth, despite challenges in maintaining retail performance.

CVS Health excels in Q1, eyes growth through acquisitions and innovation

CVS Health's strong financial performance, strategic acquisitions, and customer-centric initiatives position the company for sustained growth and competitive advantage.
While facing challenges in the evolving healthcare landscape, CVS Health's focus on innovation, affordability, and operational efficiency provides a solid foundation for future success.
By capitalizing on opportunities in growth, synergies, and healthcare services, CVS Health can navigate industry headwinds and drive long-term value creation for stakeholders.

CVS Health reports robust Q2 earnings, eyes growth opportunities

CVS Health's Q2 2023 performance reflects strong financial results and strategic acquisitions driving growth.
Despite challenges like higher costs and restructuring charges, the company remains confident in its ability to deliver outstanding performance.
Opportunities lie in expanding Medicaid contracts, biosimilar market establishment, and clinic openings for at-risk populations.
Overall, CVS Health's focus on cost optimization, digital sales growth, and patient engagement positions it well for future success.

CVS Health reports robust Q3 earnings and strategic growth plans

CVS Health's Q3 performance reflects strong financial results and strategic initiatives across its segments, positioning the company for sustainable growth.
While facing challenges like declining vaccine demand and contract losses, CVS Health is focused on leveraging opportunities in biosimilars and cost-saving solutions.
The company's commitment to operational excellence, innovation, and workforce investment underscores its strategic vision for becoming a leading health solutions provider.
With a clear focus on growth drivers and mitigating challenges, CVS Health is poised to capitalize on market opportunities and deliver value to shareholders.

CVS Health reports robust Q4 earnings, eyes Medicare margin recovery

CVS Health's Q4 2023 earnings call highlighted strong financial performance, a cautious stance on Medicare Advantage utilization, and a focus on transforming healthcare delivery. The company is committed to margin recovery, growth, and enhancing customer experience while addressing challenges in Medicare Advantage trends and cost pressures.

CVS Health faces Medicare Advantage challenges, focuses on margin improvement

CVS Health's Q1 2024 earnings call highlighted strong financial performance, challenges in the Medicare Advantage business, and a focus on improving margins. The company showcased strengths in the biosimilar market and Pharmacy & Consumer Wellness segment while addressing issues impacting Health Care Benefits and Services segments.

CVS Health's Q2 2024 performance reflects strong financial results, cost savings, and innovative initiatives in pharmacy services.
The company faces challenges in the Health Care Benefits segment but is actively addressing them through leadership changes and operational improvements.
Opportunities for growth include driving margin improvements, expanding digital reach, and educating stakeholders on the value delivery of PBMs.
Expectation of margin recovery in Medicare Advantage and double-digit EPS growth in 2025 highlight CVS Health's strategic focus on operational efficiencies and cost savings.

CVS Health reports robust Q3 earnings, focuses on growth strategies

CVS Health's Q3 2024 performance was marked by strong financial results, leadership changes, and segment-specific challenges and successes. The company is focused on leveraging opportunities in strategic initiatives and addressing areas for improvement to drive future growth.

Revenue

Cost of revenue

Gross profit

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Signify Health

The U.S. Department of Justice has asked for more details on CVS Health Corp's proposed $8 billion deal to buy Signify Health , in a possible indication that the companies face a longer deal investigation rather than a quick approval.

U.S. Justice Dept seeks more details on $8 bln CVS-Signify Health deal

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A report says CVS has decided against pursuing a deal with Cano Health.

CVS Won't Comment on Report It's Abandoning Purchase of Cano Health

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CVS' three-segment business has performed well in recent years. Expected growth is modest but should also be consistent.

CVS Health Is A Strong Diversified Healthcare Play

We are bullish on CVS Health Corporation and we see the recent share price dip as a potential opportunity. CVS Health shares are up 8.35% over the past 12 months, +24.4% over the past 5 years, and down about 11% to ~$90 currently from a recent $108.

CVS Health: Future Is Healthy

We are bringing together the Aetna Whole HealthSM network with CVS Health® services to deliver unique health care to select counties in the metro Atlanta market WOONSOCKET, R.I. , Oct. 13, 2022 /PRNewswire/ -- The Aetna Connected Plan with CVS Health® is a new plan offering that will deliver CVS Health® (NYSE: CVS) and Aetna® capabilities to the metro Atlanta market to help members access care when and where they need it – and at a lower cost than a traditional plan.

Reinventing health care: The Aetna Connected Plan with CVS Health® is helping deliver cost-effective, accessible and easy health care

CVS Health has been on a buying spree. What does that mean to investors?

Will Another Acquisition Help This Monster Stock?

A recent case at pharmacy chain CVS reveals how employers scramble to make workers happy when they're signing union cards.

Thinking About Forming A Union? Surprise! Here's A Big Raise.

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September was a massive month for my dividend income growth due to a combination of factors including reduced stock prices and additional allocated capital during the month. Forward dividend income grew by $248.94, translating to M/M growth of 6.57%.

Dividend Growth Investment Income - September 2022 Update

CVS Health stock (NYSE: CVS) has seen a 14% fall in a month, while it was down 10% last week.

What's Next For CVS Health Stock After A Downgrade For Its Medicare Plan?

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Amazon, CVS and Walmart have big healthcare ambitions. But critics say the healthcare system is far too complex for these retailers to figure out.

Amazon, CVS, Walmart Are Playing Healthcare's Long Game

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Shares of Cano Health climbed on Friday following a report the value-based primary care provider is in exclusive talks to be bought by CVS Health. The Miami-based healthcare provider went public in June 2021.

CVS in exclusive talks to acquire Cano Health: report

Source: Shutterstock Shares of retail pharmacy chain and health solutions provider CVS Health (NYSE: CVS ) are slipping more than 10% today. On Thursday, the company announced that its largest health insurance plan for Medicare recipients received a lower performance rating from the underlying federal program.

CVS Health (CVS) Stock Falls 10% on Health Insurance Plan Downgrade

Health solutions company CVS Health is reportedly considering purchasing primary healthcare provider Cano Health. CVS is doing due diligence and is in talks with Cano, although health insurance company Humana has a right of first refusal should it seek to do a deal, Bloomberg reported Friday (Oct. 7), citing unnamed sources.

Report: CVS Considering Buying Healthcare Provider Cano

A report says the healthcare conglomerate is discussing an acquisition of primary care chain Cano Health.

CVS in 'Exclusive Talks' to Buy Cano Health: Report

WOONSOCKET, R.I. , Oct. 6, 2022 /PRNewswire/ -- CVS Health® (NYSE: CVS) will hold a conference call with analysts and investors on Wednesday, November 2, 2022, at 8:00 a.m.

CVS Health to hold Third Quarter 2022 earnings conference call

WOONSOCKET, R.I. , Oct. 6, 2022 /PRNewswire/ -- CVS Health® (NYSE: CVS) today announced it has appointed Dr. Amar Desai as President, Health Care Delivery, effective October 17.

CVS Health appoints Dr. Amar Desai to lead newly formed Health Care Delivery organization

CVS Health (CVS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why CVS Health (CVS) is Poised to Beat Earnings Estimates Again

The payouts these companies distribute every quarter could surge over the next several years.

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NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Signify Health, Inc. (NYSE: SGFY) to CVS Health Corporation (NYSE: CVS). Under the terms of the proposed transaction, shareholders of Signify will receive $30.50 in cash for each share of Signify that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate,

SIGNIFY HEALTH INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Signify Health, Inc. - SGFY

Featuring reductions in prescription drug costs and money-saving Medicare Advantage benefits and extras that make a difference WOONSOCKET, R.I. , Oct. 1, 2022 /PRNewswire/ -- Aetna®, a CVS Health® company (NYSE: CVS), announced its 2023 Medicare offerings, featuring more affordable medical and prescription drug coverage and expanded money-saving benefits that support members' whole health and well-being.

Aetna 2023 Medicare plans put money back in members' pockets

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Health care stocks are traditionally a defensive play for investors in a falling market. It's a rich market with blue chip insurance providers, service providers, pharmaceutical companies, retailers, and tech players.

News for CVS Health Stock (CVS)