CVS Health Corp vs Elevance Health Inc

CVS Health Corp (CVS) is slightly overvalued and Elevance Health Inc (ELV) is undervalued.

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

Values as of the 22 Sept 2026 close.

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

Elevance Health Inc (ELV)

Discounting its cash flows at 8.0% (average of 3 methods) values the shares at $602.54; the price of $402.43 is 33% below that value, and 80% of that value comes from beyond year five.

Leak Score 61/100 on 10 of 12 signals

MetricCVSELV
VerdictSlightly overvaluedUndervalued
Price$87.10$402.43
Intrinsic value$79.35$602.54
Margin of safety-10%+33%
Leak Score36/100 (9/12)61/100 (10/12)
Market cap$111.4B$87.3B
Revenue growth, 5 years8.4%10.3%
Operating margin3.5%3.6%
Net margin1.2%2.5%
Return on equity6.2%11.2%
Debt to equity0.960.69
P/E23.0x17.9x
Forward P/E10.2x13.6x
P/B1.4x1.9x
Dividend yield3.1%1.7%

All stocks in Healthcare Plans