CVS Health (CVS) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

For the quarter ended December 2024, CVS Health (CVS) reported revenue of $97.71 billion, up 4.2% over the same period last year. EPS came in at $1.19, compared to $2.12 in the year-ago quarter.The reported revenue represents a surprise of +0.67% over the Zacks Consensus Estimate of $97.06 billion. With the consensus EPS estimate being $0.89, the EPS surprise was +33.71%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.Here is how CVS Health performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Medical benefit ratio (MBR): 94.8% versus 95.6% estimated by six analysts on average. Medical membership - Total: 27.1 million versus 27.15 million estimated by five analysts on average. Medical membership - Insured - Medicare Supplement: $1.28 billion versus $1.30 billion estimated by four analysts on average. Medical membership - ASC - Commercial: 14.16 million versus 14.15 million estimated by four analysts on average. Revenue- Pharmacy & Consumer Wellness Segment: $33.51 billion versus $33.27 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +7.5% change. Revenue- Health Care Benefits: $32.96 billion versus the six-analyst average estimate of $32.92 billion. The reported number represents a year-over-year change of +23.3%. Net revenue- Health Services segment: $47.02 billion versus $44.42 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -4.3% change. Revenue- Pharmacy & Consumer Wellness Segment- Other: $615 million versus $607.79 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +5.1% change. Revenue- Health Care Benefits Segment- Services: $1.66 billion versus the four-analyst average estimate of $1.65 billion. The reported number represents a year-over-year change of +14.3%. Revenue- Health Care Benefits Segment- Net investment income: $397 million compared to the $291.54 million average estimate based on four analysts. The reported number represents a change of +90% year over year. Revenue- Health Care Benefits Segment- Premiums: $30.90 billion versus $31.01 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +23.3% change. Revenue- Pharmacy & Consumer Wellness Segment- Front store: $5.68 billion compared to the $5.94 billion average estimate based on four analysts. The reported number represents a change of -3.2% year over year. View all Key Company Metrics for CVS Health here>>>Shares of CVS Health have returned +6.7% over the past month versus the Zacks S&P 500 composite's +4.3% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.Zacks Names #1 Semiconductor StockIt's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report CVS Health Corporation (CVS): Free Stock Analysis ReportTo read this article on Zacks.com click here.Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks