Cvs Health Corp Stock Buy Hold or Sell Recommendation

CVS Stock  USD 77.57  0.17  0.22%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding CVS Health Corp is 'Cautious Hold'. Macroaxis provides CVS Health buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CVS positions. The advice algorithm takes into account all of CVS Health's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Osisko Gold Ro's buy or sell advice are summarized below:
Real Value
83.57
Target Price
90.16
Hype Value
77.63
Market Value
77.57
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell CVS Health Corp given historical horizon and risk tolerance towards CVS Health. When Macroaxis issues a 'buy' or 'sell' recommendation for CVS Health Corp, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out CVS Health Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual companies such as CVS and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards CVS Health Corp. Also, note that the market value of any Company could be tightly coupled with the direction of predictive economic indicators such as signals in real.

Execute CVS Health Buy or Sell Advice

The CVS recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on CVS Health Corp. Macroaxis does not own or have any residual interests in CVS Health Corp or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute CVS Health's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell CVS HealthBuy CVS Health
Cautious Hold

Market Performance

InsignificantDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Barely shadows the marketDetails

Investor Sentiment

ImpartialDetails

Analyst Consensus

Strong BuyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

UnavailableDetails
For the selected time horizon CVS Health Corp has a Mean Deviation of 0.9735, Semi Deviation of 1.19, Standard Deviation of 1.29, Variance of 1.65, Downside Variance of 1.74 and Semi Variance of 1.43
Macroaxis provides unbiased investment recommendation on CVS Health Corp that should be used to complement current analysts and expert consensus on CVS Health Corp. Our trade advice engine determines the company's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. To make sure CVS Health is not overpriced, please confirm all CVS Health Corp fundamentals, including its cash flow from operations, working capital, and the relationship between the cash per share and number of employees . Given that CVS Health Corp has a price to book of 1.27 X, we suggest you to validate CVS Health Corp market performance and probability of bankruptcy to ensure the company can sustain itself next year given your prevailing risk tolerance and investing horizon.

CVS Health Trading Alerts and Improvement Suggestions

The company has 79.39 B in debt with debt to equity (D/E) ratio of 1.0, which is OK given its current industry classification. CVS Health Corp has a current ratio of 0.92, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist CVS Health until it has trouble settling it off, either with new capital or with free cash flow. So, CVS Health's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like CVS Health Corp sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for CVS to invest in growth at high rates of return. When we think about CVS Health's use of debt, we should always consider it together with cash and equity.
Over 83.0% of CVS Health shares are held by institutions such as insurance companies
On 1st of February 2024 CVS Health paid $ 0.665 per share dividend to its current shareholders
Latest headline from investorplace.com: Hot Dividend Stocks The 3 Best Opportunities for Passive Income Investing

CVS Health Returns Distribution Density

The distribution of CVS Health's historical returns is an attempt to chart the uncertainty of CVS Health's future price movements. The chart of the probability distribution of CVS Health stock daily returns describes the distribution of returns around its average expected value. We use CVS Health Corp price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of CVS Health returns is essential to provide solid investment advice for CVS Health.
Mean Return
0.10
Value At Risk
-1.42
Potential Upside
1.83
Standard Deviation
1.29
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of CVS Health historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

CVS Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as CVS Health is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading CVS Health Corp backward and forwards among themselves. CVS Health's institutional investor refers to the entity that pools money to purchase CVS Health's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Jpmorgan Chase & Co2023-09-30
14.4 M
Northern Trust Corp2023-09-30
14.2 M
Royal Bank Of Canada2023-09-30
14.1 M
Norges Bank2023-12-31
13.8 M
Capital Research Global Investors2023-12-31
13 M
Charles Schwab Investment Management Inc2023-09-30
12.7 M
Goldman Sachs Group Inc2023-09-30
11.5 M
T. Rowe Price Associates, Inc.2023-12-31
10.7 M
Bank Of New York Mellon Corp2023-09-30
10.7 M
Vanguard Group Inc2023-09-30
117.2 M
Blackrock Inc2023-09-30
86.7 M
Note, although CVS Health's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

CVS Health Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to CVS Health or Health Care Providers & Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that CVS Health's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a CVS stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.08
β
Beta against NYSE Composite0.06
σ
Overall volatility
1.28
Ir
Information ratio -0.03

CVS Health Volatility Alert

CVS Health Corp has relatively low volatility with skewness of -0.48 and kurtosis of 1.18. However, we advise all investors to independently investigate CVS Health Corp to ensure all accessible information is consistent with the expectations about its upside potential and future expected returns. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure CVS Health's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact CVS Health's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different stocks as prices fall.

CVS Health Implied Volatility

CVS Health's implied volatility exposes the market's sentiment of CVS Health Corp stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if CVS Health's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that CVS Health stock will not fluctuate a lot when CVS Health's options are near their expiration.

CVS Health Fundamentals Vs Peers

Comparing CVS Health's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze CVS Health's direct or indirect competition across all of the common fundamentals between CVS Health and the related equities. This way, we can detect undervalued stocks with similar characteristics as CVS Health or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of CVS Health's fundamental indicators could also be used in its relative valuation, which is a method of valuing CVS Health by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare CVS Health to competition
FundamentalsCVS HealthPeer Average
Return On Equity0.11-0.31
Return On Asset0.0368-0.14
Profit Margin0.02 %(1.27) %
Operating Margin0.04 %(5.51) %
Current Valuation165.33 B16.62 B
Shares Outstanding1.26 B571.82 M
Shares Owned By Insiders0.14 %10.09 %
Shares Owned By Institutions83.09 %39.21 %
Number Of Shares Shorted24.17 M4.71 M
Price To Earning42.99 X28.72 X
Price To Book1.27 X9.51 X
Price To Sales0.27 X11.42 X
Revenue357.78 B9.43 B
Gross Profit53.46 B27.38 B
EBITDA13.74 B3.9 B
Net Income8.37 B570.98 M
Cash And Equivalents12.95 B2.7 B
Cash Per Share15.21 X5.01 X
Total Debt79.39 B5.32 B
Debt To Equity1.00 %48.70 %
Current Ratio0.94 X2.16 X
Book Value Per Share59.36 X1.93 K
Cash Flow From Operations13.43 B971.22 M
Short Ratio2.34 X4.00 X
Earnings Per Share6.47 X3.12 X
Price To Earnings To Growth1.12 X4.89 X
Target Price87.97
Number Of Employees219 K18.84 K
Beta0.5-0.15
Market Capitalization97.4 B19.03 B
Total Asset249.73 B29.47 B
Retained Earnings61.6 B9.33 B
Working Capital(11.33 B)1.48 B
Note: Disposition of 33402 shares by Thomas Cowhey of CVS Health at 74.31 subject to Rule 16b-3 [view details]

CVS Health Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as CVS . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About CVS Health Buy or Sell Advice

When is the right time to buy or sell CVS Health Corp? Buying financial instruments such as CVS Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having CVS Health in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

Did You Try This Idea?

Run Music and Video Thematic Idea Now

Music and Video
Music and Video Theme
Companies specializing in music, video and movie production and distribution. The Music and Video theme has 36 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Music and Video Theme or any other thematic opportunities.
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When determining whether CVS Health Corp is a strong investment it is important to analyze CVS Health's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact CVS Health's future performance. For an informed investment choice regarding CVS Stock, refer to the following important reports:
Check out CVS Health Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.

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When running CVS Health's price analysis, check to measure CVS Health's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CVS Health is operating at the current time. Most of CVS Health's value examination focuses on studying past and present price action to predict the probability of CVS Health's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move CVS Health's price. Additionally, you may evaluate how the addition of CVS Health to your portfolios can decrease your overall portfolio volatility.
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Is CVS Health's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of CVS Health. If investors know CVS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about CVS Health listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
(0.10)
Dividend Share
2.42
Earnings Share
6.47
Revenue Per Share
277.528
Quarterly Revenue Growth
0.12
The market value of CVS Health Corp is measured differently than its book value, which is the value of CVS that is recorded on the company's balance sheet. Investors also form their own opinion of CVS Health's value that differs from its market value or its book value, called intrinsic value, which is CVS Health's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because CVS Health's market value can be influenced by many factors that don't directly affect CVS Health's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between CVS Health's value and its price as these two are different measures arrived at by different means. Investors typically determine if CVS Health is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, CVS Health's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.