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CVS Health Corporation (CVS)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US1266501006

CUSIP

126650100

IPO Date

Dec 17, 1984

Highlights

Market Cap

$84.21B

EPS (TTM)

$3.66

PE Ratio

18.23

PEG Ratio

0.67

Total Revenue (TTM)

$378.96B

Gross Profit (TTM)

$53.24B

EBITDA (TTM)

$13.64B

Year Range

$42.57 - $72.51

Target Price

$76.13

Short %

1.49%

Short Ratio

1.69

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in CVS Health Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


2,500.00%3,000.00%3,500.00%4,000.00%December2025FebruaryMarchAprilMay
4,124.17%
3,375.75%
CVS (CVS Health Corporation)
Benchmark (^GSPC)

Returns By Period

CVS Health Corporation (CVS) returned 53.76% year-to-date (YTD) and 27.98% over the past 12 months. Over the past 10 years, CVS returned -0.95% annually, underperforming the S&P 500 benchmark at 10.56%.


CVS

YTD

53.76%

1M

0.13%

6M

23.67%

1Y

27.98%

5Y*

5.80%

10Y*

-0.95%

^GSPC (Benchmark)

YTD

-3.31%

1M

0.28%

6M

-0.74%

1Y

12.29%

5Y*

15.01%

10Y*

10.56%

*Annualized

Monthly Returns

The table below presents the monthly returns of CVS, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
202527.42%16.36%3.09%-0.52%1.12%53.76%
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%
20223.80%-2.69%-2.35%-4.53%0.65%-4.23%3.86%2.58%-2.83%-0.10%7.58%-8.53%-7.63%
20215.61%-4.91%10.42%2.22%13.14%-3.47%-0.70%4.89%-1.77%5.82%-0.25%15.83%54.87%
2020-8.09%-12.74%0.25%4.61%6.53%-0.92%-2.37%-1.30%-5.99%-3.14%20.86%0.75%-5.14%
20190.81%-11.78%-6.74%1.81%-3.70%4.05%3.45%9.04%3.53%6.06%13.38%-1.30%17.26%
20189.21%-13.93%-8.15%13.11%-9.22%1.51%1.56%16.00%4.63%-7.41%10.79%-18.30%-7.04%
20170.48%2.25%-2.58%5.69%-6.80%4.72%-0.01%-3.24%5.15%-15.17%11.78%-5.35%-5.75%
2016-0.76%0.60%6.75%-2.71%-4.03%-0.74%-2.73%0.73%-4.72%-5.03%-8.57%2.63%-17.83%
20152.28%5.82%-0.64%-3.46%3.11%2.44%7.58%-8.95%-5.78%2.73%-4.75%3.91%2.90%
2014-4.99%8.00%2.35%-2.50%7.70%-3.77%1.68%4.05%0.18%8.18%6.47%5.42%36.56%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of CVS is 54, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of CVS is 5454
Overall Rank
The Sharpe Ratio Rank of CVS is 5656
Sharpe Ratio Rank
The Sortino Ratio Rank of CVS is 5050
Sortino Ratio Rank
The Omega Ratio Rank of CVS is 5151
Omega Ratio Rank
The Calmar Ratio Rank of CVS is 5656
Calmar Ratio Rank
The Martin Ratio Rank of CVS is 5656
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for CVS Health Corporation (CVS) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The chart of Sharpe ratio for CVS, currently valued at 0.10, compared to the broader market-2.00-1.000.001.002.003.00
CVS: 0.10
^GSPC: 0.67
The chart of Sortino ratio for CVS, currently valued at 0.44, compared to the broader market-6.00-4.00-2.000.002.004.00
CVS: 0.44
^GSPC: 1.05
The chart of Omega ratio for CVS, currently valued at 1.06, compared to the broader market0.501.001.502.00
CVS: 1.06
^GSPC: 1.16
The chart of Calmar ratio for CVS, currently valued at 0.07, compared to the broader market0.001.002.003.004.005.00
CVS: 0.07
^GSPC: 0.68
The chart of Martin ratio for CVS, currently valued at 0.34, compared to the broader market-40.00-30.00-20.00-10.000.0010.0020.00
CVS: 0.34
^GSPC: 2.70

The current CVS Health Corporation Sharpe ratio is 0.10. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of CVS Health Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00December2025FebruaryMarchAprilMay
0.10
0.67
CVS (CVS Health Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

CVS Health Corporation provided a 3.94% dividend yield over the last twelve months, with an annual payout of $2.66 per share. The company has been increasing its dividends for 27 consecutive years, earning it the status of a dividend aristocrat.


1.00%2.00%3.00%4.00%5.00%6.00%$0.00$0.50$1.00$1.50$2.00$2.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$2.66$2.66$2.42$2.20$2.00$2.00$2.00$2.00$2.00$1.70$1.40$1.10

Dividend yield

3.94%5.93%3.06%2.36%1.94%2.93%2.69%3.05%2.76%2.15%1.43%1.14%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.67$0.00$0.00$0.67$0.00$1.33
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
2020$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
2019$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
2018$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
2017$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
2016$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$0.43$0.00$0.00$1.70
2015$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$0.35$0.00$0.00$1.40
2014$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$1.10

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%
CVS: 3.9%
CVS Health Corporation has a dividend yield of 3.94%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%
CVS: 49.1%
CVS Health Corporation has a payout ratio of 49.08%, which is quite average when compared to the overall market. This suggests that CVS Health Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

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.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-31.88%
-7.45%
CVS (CVS Health Corporation)
Benchmark (^GSPC)

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 31.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-64.07%Mar 9, 2001474Jan 30, 2003614Jul 8, 20051088
-56.79%Feb 9, 2022720Dec 19, 2024
-50.11%Feb 25, 1999261Mar 7, 2000173Nov 9, 2000434
-50.09%Jul 30, 2015925Apr 2, 2019654Nov 3, 20211579
-45.26%Jun 6, 2008190Mar 9, 2009721Jan 17, 2012911

Volatility

Volatility Chart

The current CVS Health Corporation volatility is 11.90%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%December2025FebruaryMarchAprilMay
11.90%
14.17%
CVS (CVS Health Corporation)
Benchmark (^GSPC)

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.

Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of CVS Health Corporation, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 29.6% positive surprise.

1.001.502.002.50AprilJulyOctober2021AprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober
1.19
0.92
Actual
Estimate

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
20.040.060.080.0100.0
CVS: 18.2
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 18.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
0.70.70.80.80.9
CVS: 0.7
The chart shows the Price/Earnings to Growth (PEG) ratio for CVS compared to other companies in the Healthcare Plans industry. CVS currently has a PEG ratio of 0.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
0.20.40.60.81.01.2
CVS: 0.2
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 0.2. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
2.04.06.08.010.0
CVS: 1.1
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 1.1. 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

Values in undefined except per share items