Compared to Estimates, CVS Health (CVS) Q1 Earnings: A Look at Key Metrics

CVS Health (CVS) reported $94.59 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 7%. EPS of $2.25 for the same period compares to $1.31 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $92.95 billion, representing a surprise of +1.76%. The company delivered an EPS surprise of +31.58%, with the consensus EPS estimate being $1.71.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): 87.3% compared to the 88.6% average estimate based on seven analysts. Medical membership - Total: 27.08 million compared to the 25.99 million average estimate based on five analysts. Medical membership - Insured - Medicare Supplement: $1.25 billion compared to the $1.26 billion average estimate based on four analysts. Pharmacy claims processed: 464.2 million versus the four-analyst average estimate of 467.42 million. Revenue- Health Care Benefits: $34.81 billion versus the six-analyst average estimate of $33.66 billion. The reported number represents a year-over-year change of +8%. Revenue- Pharmacy & Consumer Wellness Segment: $31.91 billion versus the six-analyst average estimate of $31.20 billion. The reported number represents a year-over-year change of +11.1%. Net revenue- Health Services segment: $40.12 billion versus $43.36 billion estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -0.4% change. Revenue- Corporate/Other: $133 million versus the four-analyst average estimate of $117.14 million. Revenue- Pharmacy & Consumer Wellness Segment- Pharmacy: $26.08 billion compared to the $25.29 billion average estimate based on four analysts. The reported number represents a change of +14.5% year over year. Revenue- Pharmacy & Consumer Wellness Segment- Front store: $5.24 billion compared to the $5.43 billion average estimate based on four analysts. The reported number represents a change of -2.4% year over year. Revenue- Health Care Benefits Segment- Net investment income: $387 million versus $297.44 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +9.6% change. Revenue- Health Care Benefits Segment- Services: $1.62 billion versus $1.60 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +7.4% change. View all Key Company Metrics for CVS Health here>>>Shares of CVS Health have returned -2% over the past month versus the Zacks S&P 500 composite's -0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is among the most innovative financial firms. With a fast-growing customer base (already 50+ million) and a diverse set of cutting edge solutions, this stock is poised for big gains. Of course, all our elite picks aren’t winners but this one could far surpass earlier Zacks’ Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.Free: See Our Top Stock And 4 Runners UpWant 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 ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks