CVS Health (CVS) is a health care services company in the Health Care sector. Listed on the NASDAQ, CVS Health is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $98.02.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $98.02 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 10.62% |
| Risk / Std Dev (Annualized) | 29.97% |
| Sharpe Ratio (rf=4.5%) | 0.20 |
S&P 500 Context
- Sector: Health Care
- Sub-Industry: Health Care Services
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 10.62% with an annualized volatility of 29.97%. The Sharpe ratio of 0.20 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 125.07B |
| Enterprise Value | 191.79B |
| Trailing P/E | 42.99 |
| Forward P/E | 11.71 |
| Price to Book | 1.61 |
| Price to Sales | 0.31 |
| EV/Revenue | 0.47 |
| EV/EBITDA | 12.44 |
| Profitability | | | Profit Margin | 0.72% | | Operating Margin | 4.12% | | ROE | 3.75% | | ROA | 2.67% |
| Growth | | | Revenue Growth | 6.1% | | Earnings Growth | 63.1% |
| Dividend | | | Dividend Yield | 271.0% | | Payout Ratio | 116.67% | | 5Y Avg Yield | 323.0% |
| Financial Health | | | Total Revenue | 405.62B | | Total Debt | 78.35B | | Total Cash | 11.8B | | Free Cash Flow | 5.2B | | Operating Cash Flow | 10.33B |
| Price & Technical | | | 52W High | $98.6$ | | 52W Low | $58.5$ | | 50-Day Avg | $85.12$ | | 200-Day Avg | $79.25$ | | Beta | 0.62 | | Shares Outstanding | 1.28B | | Float Shares | 1.27B | | Insider Holdings | 0.06% | | Institutional Holdings | 89.99% | | Short Ratio | 2.04 | | Short % of Float | 1.4% |
| Analyst Targets | | | Target High | $140.0$ | | Target Low | $79.0$ | | Target Mean | $103.81$ | | Target Median | $105.0$ | | # of Analysts | 26 | | Recommendation | strong_buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.