- ISIN
- US1266501006
- CUSIP
- 126650100
- Sector
- Healthcare
- Industry
- Healthcare Plans
- IPO Date
- Dec 17, 1984
Highlights
- Market Cap
- $133.25B
- Enterprise Value
- $206.53B
- EPS (TTM)
- $2.30
- PE Ratio
- 45.41
- Total Revenue (TTM)
- $407.91B
- Gross Profit (TTM)
- $56.59B
- EBITDA (TTM)
- $9.99B
- Year Range
- $61.35 - $110.68
- Target Price
- $95.20
- ROA (TTM)
- 1.16%
- ROE (TTM)
- 3.79%
- Avg. Volume (1M)
- 7M
- Avg. Volume Value (1M)
- $795.56M
Share Price Chart
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Performance
CVS Performance Chart
CVS Health Corporation (CVS) is up 34.7% since the beginning of the year. At $104 per share, CVS is trading 5.6% below its 52-week high of $111. Investors who bought $1,000 worth of CVS shares 5 years ago would now be looking at an investment worth $1,497.
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Returns By Period
CVS Health Corporation (CVS) has returned 34.67% so far this year and 72.47% over the past 12 months. Over the last ten years, CVS has returned 3.79% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.
CVS Health Corporation
- 1D
- -0.75%
- 1M
- 0.34%
- 6M
- 42.24%
- YTD
- 34.67%
- 1Y
- 72.47%
- 3Y*
- 16.56%
- 5Y*
- 8.40%
- 10Y*
- 3.79%
- ALL TIME*
- 10.07%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
CVS Monthly Returns History
Based on dividend-adjusted daily data since Dec 17, 1984, CVS's average daily return is +0.06%, while the average monthly return is +1.10%. At this rate, an investment would double in approximately 5.3 years.
Historically, 54% of months were positive and 46% were negative. The best month was Jan 2025 with a return of +27.4%, while the worst month was Jun 2001 at -29.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 7 months.
On a daily basis, CVS closed higher 49% of trading days. The best single day was Oct 6, 1999 with a return of +18.2%, while the worst single day was Oct 30, 2001 at -23.0%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -5.33% | 7.22% | -10.11% | 16.99% | 9.23% | 13.71% | 1.57% | 34.67% | |||||
| 2025 | 27.42% | 16.36% | 3.09% | -0.52% | -4.00% | 7.71% | -8.99% | 17.79% | 3.06% | 4.51% | 2.83% | -1.24% | 84.35% |
| 2024 | -4.96% | 0.00% | 7.25% | -14.29% | -11.98% | -0.91% | 3.30% | -5.12% | 9.85% | -9.21% | 6.00% | -25.00% | -40.77% |
| 2023 | -4.68% | -5.30% | -11.05% | -0.53% | -7.20% | 1.62% | 8.93% | -12.75% | 7.14% | -0.31% | -1.54% | 16.20% | -12.53% |
| 2022 | 3.80% | -2.69% | -2.35% | -4.53% | 0.64% | -4.23% | 3.86% | 2.58% | -2.83% | -0.10% | 7.58% | -8.53% | -7.63% |
| 2021 | 5.61% | -4.91% | 10.42% | 2.22% | 13.14% | -3.47% | -0.70% | 4.89% | -1.77% | 5.82% | -0.25% | 15.83% | 54.87% |
Benchmark Metrics
CVS Health Corporation has an annualized alpha of 6.27%, beta of 0.73, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since December 17, 1984.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (92.81%) than losses (90.24%) - typical of diversified or defensive assets.
- R2 of 0.20 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 6.27%
- Beta
- 0.73
- R²
- 0.20
- Upside Capture
- 92.81%
- Downside Capture
- 90.24%
Return for Risk
Risk / Return Rank
CVS ranks 93 for risk / return — above 93% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for CVS Health Corporation (CVS) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CVS | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.83 | ||
| Omega ratioGain probability vs. loss probability | 1.43 | 1.25 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 4.49 | 2.00 | +2.49 |
| Martin ratioReturn relative to average drawdown | 13.03 | 8.49 | +4.53 |
Dividends
Dividend History
CVS Health Corporation provided a 2.55% dividend yield over the last twelve months, with an annual payout of $2.66 per share. The company has been increasing its dividends for 24 consecutive years.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.66 | $2.66 | $2.66 | $2.42 | $2.20 | $2.00 | $2.00 | $2.00 | $2.00 | $2.00 | $1.70 | $1.40 |
Dividend yield | 2.55% | 3.35% | 5.93% | 3.06% | 2.36% | 1.94% | 2.93% | 2.69% | 3.05% | 2.76% | 2.15% | 1.43% |
Monthly Dividends
The table displays the monthly dividend distributions for CVS Health Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.67 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.67 | $2.00 | |||||
| 2025 | $0.67 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $2.66 |
| 2024 | $0.67 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $0.67 | $0.00 | $0.00 | $2.66 |
| 2023 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $0.61 | $0.00 | $0.00 | $2.42 |
| 2022 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $0.55 | $0.00 | $0.00 | $2.20 |
| 2021 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $0.50 | $0.00 | $0.00 | $2.00 |
Dividend Yield & Payout
Dividend Yield
CVS Health Corporation has a dividend yield of 2.55%, which is quite average when compared to the overall market.
Payout Ratio
CVS Health Corporation has a payout ratio of 116.10%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the CVS Health Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the CVS Health Corporation was 64.07%, occurring on Jan 30, 2003. Recovery took 614 trading sessions.
The current CVS Health Corporation drawdown is 4.99%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-64.07%Jan 2003 | 1y 10mo | 2y 5mo | 4y 4moMar 2001 - Jul 2005 | — |
-56.79%Dec 2024 | 2y 10mo | 1y 4mo | 4y 3moFeb 2022 - May 2026 | — |
-50.11%Mar 2000 | 1y 11d | 8mo 7d | 1y 8moFeb 1999 - Nov 2000 | Dot-com crash2000–2002 |
-50.09%Apr 2019 | 3y 8mo | 2y 7mo | 6y 3moJul 2015 - Nov 2021 | — |
-45.26%Mar 2009 | 9mo 6d | 2y 10mo | 3y 7moJun 2008 - Jan 2012 | Financial crisis2007–2009 |
Drawdown Indicators
| CVS | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.07% | -56.78% | -7.29% |
Max Drawdown (1Y)Largest decline over 1 year | -16.44% | -9.10% | -7.34% |
Max Drawdown (3Y)Largest decline over 3 years | -43.98% | -18.90% | -25.08% |
Max Drawdown (5Y)Largest decline over 5 years | -56.79% | -25.43% | -31.36% |
Max Drawdown (10Y)Largest decline over 10 years | -56.79% | -33.92% | -22.87% |
Current DrawdownCurrent decline from peak | -4.99% | -1.58% | -3.41% |
Average DrawdownAverage peak-to-trough decline | -19.48% | -10.70% | -8.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.66% | 2.14% | +3.52% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of CVS Health Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how CVS Health Corporation is priced in the market compared to other companies in the Healthcare Plans industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for CVS, comparing it with other companies in the Healthcare Plans industry. Currently, CVS has a P/E ratio of 45.4. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CVS relative to other companies in the Healthcare Plans industry. Currently, CVS has a P/S ratio of 0.3. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CVS in comparison with other companies in the Healthcare Plans industry. Currently, CVS has a P/B value of 1.7. This P/B ratio is low compared to industry peers. It might indicate the stock is undervalued or that the company’s assets are not expected to generate strong returns.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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