CVS Health Corp vs KKR & Co Inc — how do they compare? CVS Health Corp trades at $106.49 (market cap $135.48B), while KKR & Co Inc trades at $102.21 (market cap $87.28B). The key difference: CVS Health Corp is the larger of the two by market cap, and CVS Health Corp pays the higher dividend (2.51%). Which is the better fit depends on your goals.
| CVS | KKR | |
|---|---|---|
Market Cap | $135.48B | $87.28B |
Sector | Health | Financials |
52-Week High | $106.18 | $152.16 |
52-Week Low | $58.75 | $83.88 |
Enterprise Value | $202.02B | $12.80B |
Dividend Yield | 2.51% | 0.77% |
Signals from Pluang's Aura AI — not financial advice
CVS Health trades at $105.9, up 1.68% recently, with a bullish technical signal and strong analyst support (84.6% buy ratings). The company has beaten earnings estimates for three consecutive quarters, including Q1 2026 EPS of $2.57 versus $2.18 expected. Revenue growth remains robust, reaching $402.07B in 2025, though net margins are thin at 0.72%. Recent news highlights a settlement with the FTC advancing prescription drug affordability initiatives.
The outlook is positive given earnings momentum and strategic positioning in healthcare services, but risks include regulatory pressures and margin compression. The consensus price target of $110.62 suggests modest upside from current levels, supported by dividend payments and institutional confidence.
KKR trades at $96.91, showing minimal daily movement (-0.03%). The stock maintains a bullish technical outlook with strong analyst support (89% buy ratings) and a consensus price target of $122.71, representing 27% upside potential. Recent developments include multiple strategic investments, including a $1.3 billion renewable energy platform in South Korea and a $4.2 billion acquisition of EDF Power Solutions' North American operations, signaling aggressive expansion.
KKR demonstrates solid fundamentals with $19.2B revenue and $2.37B net income for 2025. The company shows consistent earnings beats and strong cash flow generation. Key risks include volatile cash flow patterns and high leverage. With robust institutional backing and strategic growth initiatives, KKR appears well-positioned for continued expansion in alternative asset management.
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 →KKR is one of the world's largest alternative asset managers, with $490.7 billion in total assets under management, including $384.5 billion in fee-earning AUM, at the end of June 2022. The company has two core segments: asset management (which includes private markets--private equity, credit, infrastructure, energy and real estate--and public markets--primarily credit and hedge/investment fund platforms) and insurance (following the February 2021 purchase of a 61.5% economic stake in Global Atlantic Financial Group, which is engaged in retirement/annuity and life insurance lines as well as reinsurance). On the asset management side, private markets account for 50% of fee-earning AUM and 70% of base management fees, while public markets account for 50% and 30%, respectively.
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