Three Factors Which Will Increase Our Valuation For CVS By 30%
While Walgreens and Rite Aid have appreciated by 16% and 9%, respectively, CVS has stayed relatively flat with an increase of just 3%. The PBM market, where CVS earns most of its revenues, has seen some consolidation and is now controlled by fewer (and more powerful) players than before. Both pharmacy and PBM divisions hold importance for CVS Health, as ~60% of its revenues come from PBM and ~50% of its EBITDA comes from pharmacy retail.

Vía Forbes Real Time

Author: edaccessible

I am a brain aneurysm survivor. Thankful for every day. Devoted father and husband. Passionate about new technologies; in particular anything to do with accessibility and universal design.