CVS Health Corp vs Hewlett Packard Enterprise Co — how do they compare? CVS Health Corp trades at $93.7 (market cap $122.36B), while Hewlett Packard Enterprise Co trades at $55.2 (market cap $72.41B). The key difference: CVS Health Corp is the larger of the two by market cap, and CVS Health Corp pays the higher dividend (2.78%). Which is the better fit depends on your goals.
| CVS | HPE | |
|---|---|---|
Market Cap | $122.36B | $72.41B |
Sector | Health | Technology |
52-Week High | $110.60 | $56.14 |
52-Week Low | $65.51 | $20.01 |
Enterprise Value | $184.71B | $88.36B |
Dividend Yield | 2.78% | 1.04% |
Signals from Pluang's Aura AI — not financial advice
CVS Health trades at $95.70, down 0.54% on the day, with a bearish technical signal and key support at $95. The company reported strong Q2 2026 earnings, beating estimates with EPS of $2.58 versus $1.87 expected, and raised its full-year guidance. Revenue growth remains robust, reaching $402.07 billion in 2025, though net income margin compressed to 1.18%. Analyst sentiment is overwhelmingly positive with a consensus price target of $115.00.
The outlook for CVS is cautiously optimistic, driven by operational improvements in its Aetna segment and raised cash flow guidance. Investment opportunities include potential upside to the consensus target, but risks involve margin pressures, regulatory changes impacting pharmacy benefits in 2027, and high debt levels. The stock's current valuation at a P/E of 25.25 may limit near-term gains if earnings growth slows.
HPE stock trades at $53.22, up 1.49% today, near its pivot point of $53, with bullish moving averages but overbought RSI signals. Recent earnings beats, including Q1 2026 EPS of $0.79 versus $0.535 expected, and a Morgan Stanley upgrade on August 10, 2026, highlight AI infrastructure demand strength. Revenue grew to $34.30B in 2025, though net income fell sharply to $57M due to high investing cash outflows.
The outlook is positive with a consensus price target of $69.81, implying 31% upside, supported by AI server trends. Risks include volatile cash flows, rising debt-to-asset ratio to 29.48% in 2025, and intense competition. Investors should weigh growth potential against execution risks in a high-valuation environment.
Trailing returns across standard periods
Latest headlines on both assets
Following its acquisition of Aetna in late 2018, CVS Health now provides an even more integrated healthcare-services offering for its members. Legacy CVS combined both the largest pharmacy benefit manager, processing over 2 billion adjusted claims annually, and a sizable pharmacy operation, including nearly 10,000 retail pharmacy locations primarily in the U.S. Adding a managed-care organization with 24 million medical members gives the company a strong position in the insurance industry and should help CVS better control overall healthcare costs for its clients.
Read more on CVS →Hewlett Packard Enterprise is an information technology vendor that provides hardware and software to enterprises. Its primary product lines are compute servers, storage arrays, and networking equipment.
Read more on HPE →