Earnings GrowthAnalyst upgrades CVS to Buy following the release of 2025 MA plan benefits, indicating greater confidence in CVS seeing double-digit EPS growth in 2025.
Strategic EvaluationsCVS could refocus, simplify, and eliminate a perpetual overhang by shedding the retail pharmacy, potentially offering slight upside potential.
Valuation UpsideWith a current multiple of 8.6 times and a 4% dividend yield, CVS is considered an attractive risk/reward scenario, especially for value and income investors.