Cigna Group vs CVS Health Corp

Cigna Group (CI) is undervalued and CVS Health Corp (CVS) is slightly overvalued.

Against our estimates of intrinsic value, CI trades at the wider discount: a margin of safety of +33%, against -10% for CVS.

Values as of the 22 Sept 2026 close.

Cigna Group (CI)

Discounting its cash flows at 6.9% (average of 3 methods) values the shares at $406.00; the price of $273.74 is 33% below that value, and 84% of that value comes from beyond year five.

Leak Score 70/100 on 9 of 12 signals

CVS Health Corp (CVS)

Discounting its cash flows at 7.3% (average of 3 methods) values the shares at $79.35; the price of $87.10 is 10% above that value, and 82% of that value comes from beyond year five.

Leak Score 36/100 on 9 of 12 signals

MetricCICVS
VerdictUndervaluedSlightly overvalued
Price$273.74$87.10
Intrinsic value$406.00$79.35
Margin of safety+33%-10%
Leak Score70/100 (9/12)36/100 (9/12)
Market cap$72.3B$111.4B
Revenue growth, 5 years11.3%8.4%
Operating margin3.9%3.5%
Net margin2.3%1.2%
Return on equity15.5%6.2%
Debt to equity0.750.96
P/E11.3x23.0x
Forward P/E8.2x10.2x
P/B1.7x1.4x
Dividend yield2.3%3.1%

All stocks in Healthcare Plans