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v0.1
CVS$91.03+0.05%
Fair $91.03+0.0%

CVS

CVS Health Corporation

Healthcare / Healthcare PlansNYSE

$91.03

+0.05 (+0.05%)

Fairly Valued+0.0%Fair Value $91.03Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9
Margin CompressionLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.8B · quality 65.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

48/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 2unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is 2.4%, below the 5% threshold
Thesis & Journal · CVSLocal privado en este navegador · CVS Health Corporation
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$116.1B

P/E

39.9x

↑

EV/EBITDA

19.0x

↑

ROE

2.4%

↑

Gross Margin

13.8%

↓

Debt/Equity

1.06

↑
52-Week Range$91
$59$98

TradingView lightweight chart

CVS price, volumen y niveles de valoración

Último $91.03Periodo +381.5%
Fair value: $91.03

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+9.7%

FCF CAGR

+9.9%

FCF margin

1.9%

FCF / Net income

4.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $402.07B · net income $1.77B · FCF $7.81B

2007-FY → 2025-FY

Gross margin

13.8%-7.3% pts

Operating margin

2.6%-3.7% pts

Net margin

0.4%-3.0% pts

FCF margin

1.9%+0.1% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$402.07B$402.07B$372.81B$357.78B$322.47B$292.11B$268.71B$256.78B$193.92B$184.76B$177.53B$153.29B$139.37B$126.76B$123.12B$107.08B$95.78B$98.22B$87.47B$76.33B
Net Income$1.77B$1.77B$4.61B$8.34B$4.31B$8.00B$7.18B$6.63B$-594.0M$6.62B$5.32B$5.24B$4.64B$4.59B$3.86B$3.46B$3.43B$3.70B$3.20B$2.64B
EBITDA$9.86B$9.86B$13.70B$18.20B$12.35B$17.80B$18.35B$16.36B$6.74B$12.02B$12.86B$11.57B$10.73B$9.91B$8.96B$7.90B$7.61B$7.81B$7.32B$5.89B
EPS1.391.393.666.473.266.025.465.08-0.576.444.904.633.963.743.022.572.492.552.181.92
Gross Margin13.8%13.8%13.8%15.2%16.9%————15.4%16.3%17.3%18.2%18.8%18.3%19.2%21.1%20.7%20.9%21.1%
Operating Margin2.6%2.6%2.6%4.1%5.1%4.6%5.2%4.7%2.1%5.2%5.9%6.2%6.3%6.3%5.9%5.9%6.4%6.5%6.9%6.3%
Net Margin0.4%0.4%1.2%2.3%1.3%2.7%2.7%2.6%-0.3%3.6%3.0%3.4%3.3%3.6%3.1%3.2%3.6%3.8%3.7%3.5%
Balance Sheet
Debt/Equity1.061.061.101.040.99———1.230.590.700.710.310.340.24—0.230.240.23—
Current Ratio0.870.87——————————————————
Cash Flow
Free Cash Flow$7.81B$7.81B$6.33B$10.39B$13.45B$15.74B$13.43B$10.39B$6.83B$6.09B$7.92B$6.17B$6.00B$3.80B$4.64B$3.98B$2.77B$1.49B$1.77B$1.43B
Returns
ROE2.4%2.4%6.1%10.9%6.0%10.7%10.3%10.4%-1.0%17.6%14.4%14.1%12.2%12.1%10.3%—9.1%10.3%9.2%8.4%
Valuation
P/E39.9339.9312.5112.5828.10———————————————
EV/EBITDA18.9818.989.649.6814.50———————————————
P/B1.541.540.761.371.70———————————————
Growth & Yield
Revenue Growth7.8%7.8%4.2%10.9%—8.7%4.6%32.4%5.0%4.1%15.8%10.0%9.9%3.0%15.0%11.8%-2.5%12.3%14.6%—
EPS Growth-62.0%-62.0%-43.4%98.5%—10.3%7.5%991.2%-108.9%31.4%5.8%16.9%5.9%23.8%17.5%3.2%-2.4%17.0%13.5%—
Dividend Yield2.9%2.9%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

79.8%

muy exigente

EPS terminal req.

$8.08

Spread vs growth

-141.8%

5Y implied EPS CAGR

47.7%

muy exigente

EPS terminal req.

$9.77

Spread vs growth

-109.7%

10Y implied EPS CAGR

27.5%

muy exigente

EPS terminal req.

$15.74

Spread vs growth

-89.5%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +45.1%

Total return

+45.1%

Start / end P/E

17.5x → 65.5x

EPS bridge

3.66 → 1.39

Residual

-170.1%

EPS growth-62.0%
Multiple rerating+274.3%
Dividend+2.9%
Residual / FX / buybacks / cross-term-170.1%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.