CVS vs HUM
CVS Health and Humana, both Healthcare
CVS Health is the larger company at $125B against $43B. On trailing earnings CVS is the cheaper of the two at a P/E of 24.8 against 41.7, a gap that is only a bargain if the two are growing at similar rates. Over the past year HUM returned +54% against +52% for CVS.
| Figure | CVS | HUM |
|---|---|---|
| Last close | $94.30 | $391 |
| Market cap | $125B | $43B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 24.8 | 41.7 |
| Dividend yield | 2.8% | 0.9% |
| 1-year return | +52% | +54% |
| 5-year return | +34% | -3.7% |
| Ryufin Smart Scoresector-relative, 1–10 | 6/10 | 6/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
CVS Health
Revenue of $106B in Q2 2026, net income $3.0B. Its largest reported line is Health Services, 42% of the disclosed total.
Humana
Revenue of $40B in Q1 2026, net income $1.2B. Its largest reported line is Center Well, 85% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.