CVS Health Corp vs Humana Inc — how do they compare? CVS Health Corp trades at $106.11 (market cap $135.48B), while Humana Inc trades at $407.2 (market cap $48.84B). The key difference: CVS Health Corp is far larger — about 2.8× Humana Inc's market cap, and CVS Health Corp pays the higher dividend (2.51%). Which is the better fit depends on your goals.
| CVS | HUM | |
|---|---|---|
Market Cap | $135.48B | $48.84B |
Sector | Health | Health |
52-Week High | $106.18 | $409.42 |
52-Week Low | $58.75 | $163.67 |
Enterprise Value | $202.02B | $57.88B |
Dividend Yield | 2.51% | 0.87% |
Signals from Pluang's Aura AI — not financial advice
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Humana (HUM) trades at $406.00, up 3.51% with strong technical bullish signals and recent earnings beats. The stock shows robust revenue growth reaching $129.66 billion in 2025, though net margins have compressed to 0.82%. Analyst sentiment is mixed with 32% buy ratings but a consensus price target of $354.33 below current levels. Recent developments include Medicare Advantage margin targets and Illinois Medicaid contract wins.
The outlook remains cautious despite operational strengths. While CenterWell expansion and margin recovery plans offer upside, current valuation at 43x P/E appears stretched relative to earnings growth. Key risks include regulatory scrutiny, healthcare utilization costs, and ongoing insider trading investigations that could pressure shareholder returns.
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 →Humana is one of the largest private health insurers in the U.S. with a focus on administering Medicare Advantage plans. The firm has built a niche specializing in government-sponsored programs, with nearly all its medical membership stemming from individual and group Medicare Advantage, Medicaid, and the military's Tricare program. The firm is also a leader in stand-alone prescription drug plans for seniors enrolled in traditional fee-for-service Medicare. Humana offers employer-based plans primarily for small businesses along with specialty insurance offerings such as dental, vision, and life. Beyond medical insurance, the company provides other healthcare services, including primary-care services, at-home services, and pharmacy benefit management.
Read more on HUM →