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CVS Health CVS

equity

Price History

$5.13$40.91$76.69$112.47
1985-01 · DCA start$5.13

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-62.9%-41.9%-21.0%-0.0%
1985-012026-08 · -15.8%

Worst drawdown: −63%, peaking Feb 2001 and bottoming Jan 2003 — 53 months below the prior high before recovering.

DCA Backtest

Invested
$50,000
Value today
$249,702
Return
+399.4%
Months invested
500

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $90,910 today, so the real (inflation-adjusted) return is +174.7%.

Lump sum instead — $50,000 all at once in Jan 1985: $924,098 (+1748.2%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jul 2015): $17,077 on $13,400 invested (+27.4%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1985-01: +399.4%

About CVS Health

CVS Health Corporation is an American multinational healthcare company that owns CVS Pharmacy, a retail pharmacy chain; CVS Caremark, a pharmacy benefits manager; and Aetna, a health insurance provider, among many other brands. The company is the world's second largest healthcare company, behind UnitedHealth Group. In 2023, the company was ranked 64th in the Forbes Global 2000. CVS started in Lowell, Massachusetts by brothers Stanley and Sidney Goldstein and their partner Ralph Hoagland. The name stood for Consumer Value Stores. (Wikipedia)

It's a listed company categorised under health care and health care services, with a market cap of about $121.1B.

It rates Medium-High Risk at 2.4/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: leverage / financial (3.0/5) and sector / regulatory (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.4/5)80% rated

How these ratings work

Market / Volatility2.7/5 · weight 20%
  • Annualised volatility (3yr)3/536.4
  • Max drawdown from ATH3/562.9
  • Beta vs S&P 5002/50.71
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5823.7m
  • Float % of shares outstandingnot yet researched
Leverage / Financial3.0/5 · weight 20%
  • Debt / equity3/50.75
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality2.0/5 · weight 15%
  • 3yr EPS volatility2/513.1
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory3.0/5 · weight 10%
  • Sector regulatory exposure3/5elevated

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.