CVS Health Corp vs ArcelorMittal SA — how do they compare? CVS Health Corp trades at $93.49 (market cap $122.36B), while ArcelorMittal SA trades at $73.73 (market cap $55.96B). The key difference: CVS Health Corp is far larger — about 2.2× ArcelorMittal SA's market cap, and CVS Health Corp pays the higher dividend (2.78%). Which is the better fit depends on your goals.
| CVS | MT | |
|---|---|---|
Market Cap | $122.36B | $55.96B |
Sector | Health | Basic Materials |
52-Week High | $110.60 | $75.35 |
52-Week Low | $64.88 | $32.44 |
Enterprise Value | $184.71B | $65.53B |
Dividend Yield | 2.78% | 0.81% |
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.
ArcelorMittal (MT) trades at $73.29, up 0.1% with bullish technical signals from moving averages despite recent earnings miss. The company shows improving fundamentals with Q2 2026 revenue growth and strong cash flow generation of $4.8B from operations. Recent corporate developments include dividend payments and strategic partnerships with Microsoft, while analyst consensus remains positive with 50% buy ratings.
Outlook remains cautiously optimistic with European business recovery potential, though risks include cyclical steel demand volatility and elevated debt levels. The stock offers value with reasonable P/S (0.89) and P/B (1.01) ratios, but investors should monitor execution on second-half shipment guidance and margin pressures from input costs.
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 →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →