WallStSmart

CVS Health Corp (CVS)vsElevance Health Inc (ELV)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CVS Health Corp generates 105% more annual revenue ($412.64B vs $201.11B). ELV leads profitability with a 2.5% profit margin vs 1.2%. CVS appears more attractively valued with a PEG of 0.22. CVS earns a higher WallStSmart Score of 67/100 (B-).

CVS

Strong Buy

67

out of 100

Grade: B-

Growth: 7.3Profit: 4.0Value: 8.7Quality: 5.5
Piotroski: 4/9Altman Z: 2.11

ELV

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 5.0Value: 5.3Quality: 7.0
Piotroski: 4/9Altman Z: 2.66
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CVSUndervalued (+45.4%)

Margin of Safety

+45.4%

Fair Value

$141.12

Current Price

$94.66

$46.46 discount

UndervaluedFair: $141.12Overvalued
ELVFair Value (-0.7%)

Margin of Safety

-0.7%

Fair Value

$415.84

Current Price

$418.72

$2.88 premium

UndervaluedFair: $415.84Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CVS5 strengths · Avg: 9.0/10
PEG RatioValuation
0.2210/10

Growing faster than its price suggests

EPS GrowthGrowth
188.8%10/10

Earnings expanding 188.8% YoY

Market CapQuality
$121.07B9/10

Large-cap with strong market position

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$5.65B8/10

Generating 5.7B in free cash flow

ELV3 strengths · Avg: 8.3/10
Market CapQuality
$90.81B9/10

Large-cap with strong market position

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$1.63B8/10

Generating 1.6B in free cash flow

Areas to Watch

CVS4 concerns · Avg: 3.3/10
P/E RatioValuation
25.1x4/10

Moderate valuation

Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Profit MarginProfitability
1.2%3/10

1.2% margin — thin

Operating MarginProfitability
3.9%3/10

Operating margin of 3.9%

ELV4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
1.4%4/10

1.4% revenue growth

Profit MarginProfitability
2.5%3/10

2.5% margin — thin

Operating MarginProfitability
4.6%3/10

Operating margin of 4.6%

EPS GrowthGrowth
-13.1%2/10

Earnings declined 13.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : CVS

The strongest argument for CVS centers on PEG Ratio, EPS Growth, Market Cap. PEG of 0.22 suggests the stock is reasonably priced for its growth.

Bull Case : ELV

The strongest argument for ELV centers on Market Cap, Price/Book, Free Cash Flow. PEG of 1.36 suggests the stock is reasonably priced for its growth.

Bear Case : CVS

The primary concerns for CVS are P/E Ratio, Return on Equity, Profit Margin. Thin 1.2% margins leave little buffer for downturns.

Bear Case : ELV

The primary concerns for ELV are Revenue Growth, Profit Margin, Operating Margin. Thin 2.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

ELV carries more volatility with a beta of 0.70 — expect wider price swings.

CVS is growing revenue faster at 7.1% — sustainability is the question.

CVS generates stronger free cash flow (5.7B), providing more financial flexibility.

Monitor HEALTHCARE PLANS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CVS scores higher overall (67/100 vs 52/100). Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

CVS Health Corp

HEALTHCARE · HEALTHCARE PLANS · USA

CVS Health (previously CVS Corporation and CVS Caremark Corporation) is an American healthcare company that owns CVS Pharmacy, a retail pharmacy chain; CVS Caremark, a pharmacy benefits manager; Aetna, a health insurance provider, among many other brands. The company's headquarters is in Woonsocket, Rhode Island.

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Elevance Health Inc

HEALTHCARE · HEALTHCARE PLANS · USA

Elevance Health Inc. is a health benefits company. The company is headquartered in Indianapolis, Indiana.

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