Key Takeaways CVS posted 8.4% revenue growth, raised its outlook, and is investing to stabilize Oak Street and Aetna.EVH cut 2025 revenue outlook but expects $250M from Aetna oncology deals by early 2026.CVS trades at a lower P/S than EVH, with stronger earnings momentum and year-to-date share price gains.The U.S. value-based care (VBC) service market is evolving rapidly, attracting investors for the prospect of long-term stability and compelling returns. Unlike traditional fee-for-service care, the VBC mod ...