CVS Health Buy or Sell Recommendation

Macroaxis provides CVS Health Corporation buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CVS Health positions. The advice algorithm takes into account all of CVS Health Corporation available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from CVS Health buy-and-hold prospective. Check also CVS Health Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus

Time Horizon

Risk Tolerance

Symbol
Execute Advice
CVS Health Corporation -- USA Stock  

USD 79.5  0.36  0.45%

Considering 30-days investment horizon, and your above average risk tolerance our recommendation regarding CVS Health Corporation is 'Strong Hold'.
For the selected time horizon CVS Health Corporation has a risk adjusted performance of 0.1668, jensen alpha of 0.1949, total risk alpha of (0.2), sortino ratio of 0.3137 and treynor ratio of 0.3641
Macroaxis provides unbiased buy, hold, or sell recommendation on CVS Health that should be used to complement current analysts and expert consensus on CVS Health Corporation. Our buy or sell advice engine determines the organization potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. To make sure CVS Health is not overpriced, please confirm all CVS Health fundamentals including its Revenue, Cash Flow from Operations, Current Asset, as well as the relationship between Cash per Share and Beta . Given that CVS Health has Price to Earning of 16.38 times, we suggest you validate CVS Health Corporation market performance and probability of bankruptcy to make sure the company can sustain itself next year given your prevailing risk tolerance and investing horizon.

Returns Distribution Density

Mean Return0.5Value At Risk1.25
Potential Upside2.64Standard Deviation1.39
 Return Density 
      Distribution 

Institutional Investors

Security TypeSharesValue
Bank Of MontrealCommon Shares5.8 M421.5 M
Schwab Charles Investment Management IncCommon Shares4.3 M312.6 M
Cgov Asset ManagementCommon Shares1.1 M97.8 M
Hexavest IncCommon Shares1.3 M96.4 M
Factory Mutual Insurance CoCommon Shares1.3 M93.1 M
Dnb Asset Management AsCommon Shares1.3 M91.2 M
National Pension ServiceCommon Shares850.4 K61.7 M

CVS Health Greeks

α
Alpha over DOW
=0.19
β
Beta against DOW=1.35
σ
Overall volatility
=1.44
Ir
Information ratio =0.2

CVS Health Volatility Alert

CVS Health Corporation has low volatility with Treynor Ratio of 0.36, Maximum Drawdown of 5.29 and kurtosis of 1.72. However, we advice all investors to further analyze CVS Health Corporation to make certain all market information is desiminated and is consistent with the current expectations about CVS Health upside potential.
    
 Better Than Average     
    
 Worse Than Average Compare CVS Health to competition
FundamentalsCVS HealthPeer Average
Return On Equity14.26 % (15.17) %
Return On Asset6.58 % (15.64) %
Profit Margin2.77 % (5.5) %
Operating Margin5.4 % (10.91) %
Current Valuation103.9 B152.14 B
Shares Outstanding1.01 B1.43 B
Shares Owned by Insiders0.19 % 6.91 %
Shares Owned by Institutions84.72 % 18.37 %
Number of Shares Shorted25.58 M3.24 M
Price to Earning16.38 times40.69 times
Price to Book2.31 times14.44 times
Price to Sales0.44 times17.81 times
Revenue182.35 B9.85 B
Gross Profit28.86 B21.75 B
EBITDA12.33 B1.41 B
Net Income5.03 B517.71 M
Cash and Equivalents2.56 B3.89 B
Cash per Share2.53 times5.17 times
Total Debt25.79 B7.36 B
Debt to Equity73.9 % 0.72 %
Current Ratio1.05 times3.3 times
Book Value Per Share34.42 times13.64 times
Cash Flow from Operations10.19 B1.25 B
Short Ratio2.57 times2.09 times
Earnings Per Share4.85 times2.3 times
Price to Earnings To Growth2.18 times1.22 times
Number of Employees155 K10.67 K
Beta0.570.34
Market Capitalization80.54 B29.78 B
Total Asset93.66 B126.86 B
Retained Earnings38.98 B38.24 B
Working Capital7.21 B3.58 B
Current Asset30.38 B36.8 B
SellBuy
Strong Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Piotroski F Score

Financial Leverage

   Acquisition by Piccolo C A of 3094 shares of CVS Health subject to Rule 16b-3 [view details]
Risk Adjusted Performance0.1668
Market Risk Adjusted Performance0.3741
Mean Deviation1.05
Downside Deviation0.8678
Coefficient Of Variation276.43
Standard Deviation1.39
Variance1.93
Information Ratio0.1961
Jensen Alpha0.1949
Total Risk Alpha(0.2)
Sortino Ratio0.3137
Treynor Ratio0.3641
Maximum Drawdown5.29
Value At Risk(1.25)
Potential Upside2.64
Downside Variance0.753
Semi Variance(0.01694)
Expected Short fall(1.41)
Skewness1.07
Kurtosis1.72

Current Valuation

CVS Health Current Valuation Analysis
CVS Health Corporation is rated second in current valuation category among related companies. After adjusting for long-term liabilities, total market size of Healthcare Services industry is currently estimated at about 268.34 Billion. CVS Health totals roughly 103.9 Billion in current valuation claiming about 39% of equities under Healthcare Services industry.