CVS Health财报总结 - CVS Health在2023年第四季度报告的收入为938.1亿美元，同比增长11.9%[1] - CVS Health的每股收益为2.12美元，较去年同期的1.99美元有所增长[1] - CVS Health的收入超出了Zacks Consensus Estimate 3.31%，每股收益也超出了预期5.47%[2] 医疗会员数据 - 医疗会员总数为25,659千人，高于五位分析师平均预期的25,521.32千人[6] - 医疗会员-医疗补助-总计为25.2亿美元，高于四位分析师平均预期的24.8亿美元[7] - 医疗会员-医疗保险优势-总计为3,460千人，高于四位分析师平均预期的3,449.25千人[8] 药房和消费者健康部门收入 - 药房和消费者健康部门-其他收入为5.85亿美元，高于四位分析师平均预期的5.25亿美元[9] - 药房和消费者健康部门收入为311.9亿美元，高于四位分析师平均预期的305.3亿美元，同比增长10.7%[10] - 药房和消费者健康部门-前台店收入为58.6亿美元，低于四位分析师平均预期的64.7亿美元[13] - 药房和消费者健康部门-药房收入为247.4亿美元，高于四位分析师平均预期的235.3亿美元[15] 医疗保健福利部门收入 - 医疗保健福利部门-服务收入为14.5亿美元，略低于四位分析师平均预期的14.6亿美元[11] - 医疗保健福利部门-保费收入为250.7亿美元，高于四位分析师平均预期的240.1亿美元[12] - 医疗保健福利部门-净投资收入为2.09亿美元，高于三位分析师平均预期的1.82亿美元[16] 健康服务部门收入 - 健康服务部门净收入为491.5亿美元，高于四位分析师平均预期的461.7亿美元，同比增长12.3%[14]

CVS Health reported fourth quarter 2023 net income of $2 billion thanks to double-digit percentage ... [+] growth in the company’s healthcare benefits and services businesses that included contributions from newly acquired medical providers. In this photo, a CVS Health product is displayed at a store in North Andover, Mass., Monday, May 3, 2021. (AP Photo/Elise Amendola, File)Copyright 2021 The Associated Press. All rights reserved.CVS Health reported net income of $2 billion thanks to double-digit percenta ...

业绩表现 - CVS Health Corp.第四季度业绩超出预期，调整后的每股收益为$2.12，超过FactSet的预期$1.98[1] - 公司营收增长11.9%，其中医疗福利收入增长16.1%，健康服务收入增长12.3%，药房和消费者健康收入增长8.6%[1] 展望调整 - 由于“医疗成本趋势上升”，公司将2024年调整后的每股收益指引从“至少$8.50”下调至“至少$8.30”[1]

CVS Health on Wednesday reported fourth-quarter revenue and adjusted earnings that topped expectations, but the company cut its full-year profit outlook, citing higher medical costs that are dogging the broader insurance industry.The company lowered its 2024 adjusted earnings forecast to at least $8.30 per share, down from a previous guidance of at least $8.50 per share. Analysts surveyed by LSEG were expecting full-year adjusted earnings of $8.49 per share. CVS also cut its unadjusted earnings guidance to ...

投资标准普尔500指数的公司股票可能带来长期盈利 - 投资标准普尔500指数的公司股票可能带来长期盈利[1] - 投资被低估的标准普尔500指数股票可能带来丰厚回报[2] - 投资大型市值巨头可能比投资热门股票更有利[3] LyondellBasell (LYB)公司股票分析 - LyondellBasell (LYB)公司的股票被低估，目前交易价格仅为未来收益的9.82倍[5] - 分析师认为LyondellBasell (LYB)是一家中等买入的股票，平均目标价格为103.67美元[7] CVS Health (CVS)公司股票分析 - CVS Health (CVS)公司的股票交易价格为未来收益的8.6倍，被认为是被低估的标准普尔500指数股票之一[12] General Motors (GM)公司股票分析 - General Motors (GM)公司的股票交易价格为未来收益的5.05倍，被认为是被低估的标准普尔500指数股票之一[16]

公司业务 - 公司拥有超过9000家零售店，1000多家医疗诊所，204家初级医疗诊所[13] - 公司在2023年完成了两项关键的医疗资产收购，以增强其在护理交付战略上的执行能力[14] - 公司于2023年3月29日收购了Signify Health, Inc.和Oak Street Health, Inc.[15] - 公司有四个可报告部门：医疗保健福利、健康服务、药房与消费者健康以及企业/其他[17] 未来展望 - 公司强调了未来的前景和展望，包括2024年的展望、市场风险的定量和定性披露、政府监管和风险因素等[8] 市场扩张和并购 - 公司在2023年第一季度采用了新的运营模式，重新调整了各部门的构成，形成了新的健康服务部门和药房与消费者健康部门[16] - 公司通过Oak Street Health初级保健中心提供全面的初级保健服务，帮助独立的卫生系统过渡到以价值为基础的护理[82] 新产品和新技术研发 - 公司的NovoLogix®在线预授权工具有助于识别和捕捉在医疗保险福利下计费的特殊药物的成本节约机会[79] - 公司提供多种临床方案和服务，旨在帮助客户以临床适当的方式管理整体药房和医疗保健成本[76]

大市值股票关注点 - "Magnificent Seven"股票吸引了市场关注，但也应关注少有报道的低估大市值股票[1] - 大市值价值股可能存在“价值陷阱”，但也有潜力的股票存在[2] 大市值股票获胜方式 - 大市值价值股可能通过三种方式获胜：重新定价、盈利增长和股息支付[3]

Wall Street analysts forecast that CVS Health (CVS) will report quarterly earnings of $2 per share in its upcoming release, pointing to a year-over-year increase of 0.5%. It is anticipated that revenues will amount to $90.46 billion, exhibiting an increase of 7.9% compared to the year-ago quarter.The consensus EPS estimate for the quarter has undergone a downward revision of 0.3% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed the ...

The market expects CVS Health (CVS) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended December 2023. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released ...

CVS Health (CVS) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Over the past month, shares of this drugstore chain and pharmacy benefits manager have returned -6.9%, compared to the Zacks S&P 500 composite's +3.4% change. During this period, the Zacks Retail - Pharmacies and Drug Stores industry, which CVS Health falls in, has lost 7.5%. The key question now is: What could be the sto ...