CVS or EVH: Which Value-Based Care Stock Should Investors Focus On?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 17 2025
0mins
Source: NASDAQ.COM
U.S. Value-Based Care Market: The U.S. value-based care (VBC) market is rapidly evolving, with CVS Health and Evolent Health leading efforts to provide integrated care that addresses comprehensive patient needs, moving away from traditional fee-for-service models.
CVS Health Performance: CVS Health is focusing on stabilizing Aetna and enhancing its Oak Street Health operations, despite a recent decline in revenues and earnings. The company is investing in technology and partnerships to improve care quality and reduce costs.
Evolent Health Developments: Evolent Health is expanding its oncology services in partnership with Aetna and has integrated AI solutions to improve operational efficiency. However, it has revised its revenue outlook downward due to timing issues with Aetna.
Market Positioning: CVS shares have significantly outperformed Evolent's this year, and while both companies are ranked equally, CVS appears better positioned for growth with a positive earnings outlook and strong strategic execution.
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Analyst Views on CVS
Wall Street analysts forecast CVS stock price to rise
17 Analyst Rating
16 Buy
1 Hold
0 Sell
Strong Buy
Current: 77.930
Low
91.00
Averages
96.71
High
105.00
Current: 77.930
Low
91.00
Averages
96.71
High
105.00
About CVS
CVS Health Corporation is a health solutions company. The Company's segments include Health Care Benefits, Health Services, Pharmacy & Consumer Wellness and Corporate/Other. Health Care Benefits segment offers a broad range of traditional, voluntary and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, PDPs and Medicaid health care management services. Health Services segment provides a full range of pharmacy benefit management (PBM) solutions through its CVS Caremark operations and delivers health care services in its medical clinics, virtually, and in the home. Pharmacy & Consumer Wellness segment dispenses prescriptions in its CVS Pharmacy retail locations and through its infusion operations, provides ancillary pharmacy services including pharmacy patient care programs, diagnostic testing and vaccination administration, and sells a wide assortment of health and wellness products and general merchandise.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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