CVS
CVS Health Corporation
CVS's fundamentals are strong and it looks cheap: trading at 10x earnings, below its usual 16x. Analysts expect strong earnings growth, though they disagree widely on how much.
HIMS
Hims & Hers Health, Inc.
There isn't enough reported data to score HIMS yet.
CVS Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Stable |
CVS's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
HIMS Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Weak | |
| Stable | |
| Strong |
HIMS's revenue and balance sheet are currently strong, and its cash flow is stable, but its profitability is weak.
CVS PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 10x | $89.79 | — |
| Cheap | 11x | $97.03 | +8.1% |
| Forward | 11x | $89.79 | — |
| Fair | 16x | $137 | +53% |
| Expensive | 29x | $254 | +182% |
Historical ranges are pointers, not guarantees.
CVS's PE is in its cheap range at 10x. On analysts' estimates for next year's earnings, today's price would be 11x.
HIMS PE Valuation
HIMS has no meaningful PE right now: it lost money over the past year.
CVS Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Strong growth | |
| Growth | |
| Stable | |
| Limited | |
| Low |
CVS has the edge over HIMS on the outlook, with more favorable earnings expectations.
HIMS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Turning to a loss | |
| Strong growth | |
| Stable | |
| Limited | |
| Low |
Analysts expect HIMS's revenue to grow, but its earnings to decline. However, they disagree widely on these estimates.
CVS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $8.46 | -1.6% |
| Q3 2026 | $8.60 | +2163% |
| Q2 2026 | $3.79 | +5.9% |
| Q1 2026 | $2.28 | -46% |
| Q4 2025 | $1.39 | -62% |
| Q3 2025 | $0.38 | -90% |
| Q2 2025 | $3.58 | -36% |
| Q1 2025 | $4.19 | -26% |
| Q4 2024 | $3.66 | -43% |
CVS has the edge over HIMS on earnings quality, reporting a profit while its opponent remains loss making.
HIMS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.83 | -257% |
| Q2 2026 | -$0.63 | -180% |
| Q1 2026 | -$0.09 | -113% |
| Q4 2025 | $0.51 | -3.8% |
| Q3 2025 | $0.53 | +20% |
| Q2 2025 | $0.79 | +888% |
| Q1 2025 | $0.68 | +$0.69 |
| Q4 2024 | $0.53 | +$0.64 |
HIMS has swung to a loss: it lost $0.83 per share over the past year, after a profit the year before.
CVS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $108.4B | +5.4% |
| Q2 2026 | $106.1B | +7.3% |
| Q1 2026 | $100.4B | +6.2% |
| Q4 2025 | $105.7B | +8.2% |
| Q3 2025 | $102.9B | +7.8% |
| Q2 2025 | $98.9B | +8.4% |
| Q1 2025 | $94.6B | +7% |
| Q4 2024 | $97.7B | +4.2% |
CVS's revenue has grown year over year every quarter since late 2020: $108B last quarter, up 5.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.3% | +6.4 points |
| Q2 2026 | 4.4% | +2 points |
| Q1 2026 | 4.7% | +1.1 points |
| Q4 2025 | 2% | -0.4 points |
| Q3 2025 | -3.1% | -4 points |
| Q2 2025 | 2.4% | -0.9 points |
| Q1 2025 | 3.6% | +1 points |
| Q4 2024 | 2.4% | -1.2 points |
CVS has the edge over HIMS on profitability, with a higher operating margin.
HIMS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $890.4M | +49% |
| Q2 2026 | $753.2M | +38% |
| Q1 2026 | $608.1M | +3.8% |
| Q4 2025 | $617.8M | +28% |
| Q3 2025 | $599M | +49% |
| Q2 2025 | $544.8M | +73% |
| Q1 2025 | $586M | +111% |
| Q4 2024 | $481.1M | +95% |
HIMS has the edge over CVS on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -7.4% | -9.4 points |
| Q2 2026 | -13% | -18 points |
| Q1 2026 | -13% | -23 points |
| Q4 2025 | 1.5% | -2.4 points |
| Q3 2025 | 2% | -3.6 points |
| Q2 2025 | 4.9% | +1.4 points |
| Q1 2025 | 9.9% | +6.3 points |
| Q4 2024 | 3.9% | +4 points |
HIMS's operating margin was −7.4% last quarter, down 9.4 points from the same quarter a year ago.
CVS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $3.9B | +3887% |
| Q2 2026 | $5.7B | +338% |
| Q1 2026 | $3.4B | -11% |
| Q4 2025 | $2.6B | +139% |
| Q3 2025 | $98M | +$1.5B |
| Q2 2025 | $1.3B | -47% |
| Q1 2025 | $3.8B | -9.2% |
| Q4 2024 | $1.1B | +$4.6B |
CVS generated $15.6B in free cash flow over the past year, up 147% from the year before.
HIMS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $26M | -67% |
| Q2 2026 | -$68.2M | +$1.3M |
| Q1 2026 | $53.1M | +5.9% |
| Q3 2025 | $79.3M | -7% |
| Q2 2025 | -$69.5M | -230% |
| Q1 2025 | $50.1M | +94% |
| Q3 2024 | $85.3M | +238% |
| Q2 2024 | $53.6M | +219% |
HIMS has the edge over CVS on cash flow, with more consistent year-over-year improvement.
CVS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +4M shares |
| 1 year | +1.7% | +22M shares |
| 3 years | +0.1% | +1M shares |
| 5 years | -2.9% | -38M shares |
| Available history | -1.1% | -14M shares |
CVS has 1.3B diluted shares, up 1.7% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | $1M |
| Q2 2024 | $3M |
| Q1 2024 | $3B |
HIMS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.9% | +2.1M shares |
| 1 year | -6% | -14.9M shares |
| 3 years | +11% | +23.7M shares |
| 5 years | +17% | +33.8M shares |
HIMS has the edge over CVS on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $80.5M |
| Q3 2025 | $9.5M |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $5M |
| Q3 2024 | $30M |
| Q2 2024 | $19.9M |
| Q1 2024 | $28.1M |
CVS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.5x | Moderate |
| Q2 2026 | 3.9x | Elevated |
| Q1 2026 | 5.1x | High |
| Q4 2025 | 6.1x | High |
| Q3 2025 | 6.1x | High |
| Q2 2025 | 4.0x | High |
| Q1 2025 | 3.8x | Elevated |
| Q4 2024 | 4.6x | High |
CVS's net debt is about 2.5 years of its operating earnings (EBITDA), down from 6.1 years a year ago.
HIMS Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q1 2026 | -5.9x | Net Cash |
| Q4 2025 | -1.4x | Net Cash |
| Q3 2025 | -2.2x | Net Cash |
| Q2 2025 | -7.3x | Net Cash |
| Q1 2025 | -2.1x | Net Cash |
| Q4 2024 | -2.8x | Net Cash |
| Q3 2024 | -2.9x | Net Cash |
| Q2 2024 | -5.5x | Net Cash |
HIMS has more cash than debt.
CVS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.6 | Neutral |
| Stochastic | 35.1 | Neutral |
CVS's weekly RSI is 49 (neutral) and its Stochastic is 35 (neutral).
HIMS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 36.0 | Neutral |
| Stochastic | 23.0 | Neutral |
HIMS's weekly RSI is 36 (neutral) and its Stochastic is 23 (neutral).
CVS PE vs Healthcare Sector
| Metric | CVS | Sector median | Relative |
|---|---|---|---|
| PE | 10x | 26x | 60% below |
| PE % | 9 | 29 | 20 pts below |
CVS is trading at 10x earnings, a 60% discount to the Healthcare sector's median of 26x.
HIMS PE vs Healthcare Sector
| Metric | HIMS | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 26x | — |
HIMS has no meaningful PE right now: it lost money over the past year.
CVS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $88.9 | 1% above |
| 20 week MA | $95.0 | 5.4% below |
| 50 week MA | $87.6 | 2.5% above |
| 100 week MA | $77.0 | 17% above |
| 200 week MA | $72.9 | 23% above |
CVS has the edge over HIMS on trend strength, trading above more of its moving averages.
HIMS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $27.3 | 28% below |
| 20 week MA | $29.2 | 32% below |
| 50 week MA | $27.7 | 29% below |
| 100 week MA | $35.9 | 45% below |
| 200 week MA | $24.4 | 19% below |
HIMS is in a downtrend: it's below all five of its weekly moving averages, and 19% below its 200-week average.
CVS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $74.4 | $68.0 | -8.6% |
| 2021 | $68.0 | $101.3 | +49% |
| 2022 | $101.3 | $93.6 | -7.6% |
| 2023 | $93.6 | $79.0 | -16% |
| 2024 | $79.0 | $44.5 | -44% |
| 2025 | $44.5 | $79.6 | +79% |
| 2026 YTD | $79.6 | $89.8 | +13% |
CVS has the edge over HIMS on returns for 2026, with the stronger performance.
HIMS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.89 | $15.0 | +51% |
| 2021 | $15.0 | $6.65 | -56% |
| 2022 | $6.65 | $6.43 | -3.3% |
| 2023 | $6.43 | $8.90 | +38% |
| 2024 | $8.90 | $26.6 | +198% |
| 2025 | $26.6 | $34.3 | +29% |
| 2026 YTD | $34.3 | $19.7 | -42% |
HIMS's yearly returns have swung widely, from +198% in 2024 to −56% in 2021. It's down 42% so far in 2026.