COMP <GO>
CVS vs COST // 10Y YIELD & FRED MACRO BETA
CVS Health Corporation (NYSE) VS. Costco Wholesale Corporation (NASDAQ) • 15-METRIC TALLY: CVS 6
— COST 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: CVS
LAST: $90.25 (-0.09%) • MKT CAP: $115.53B
macro-sensitivity
0.88
LAST: $1,012.28 (+1.63%) • MKT CAP: $448.57B
macro-sensitivity
0.73
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CVS VS. COST)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CVS | COST | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 45.00% | 12.82% | +32.18 | CVS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.60% | 42.43% | -39.83 | COST | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.7x | 31.4x | -5.66 | CVS | /valuation <GO> |
| Free Cash Flow Yield | 6.76% | 2.09% | +4.67 | CVS | /fcf-yield <GO> |
| Operating Margin | 1.20% | 3.85% | -2.65 | COST | /operating-margins <GO> |
| Net Profit Margin | 0.40% | 3.04% | -2.64 | COST | /net-margins <GO> |
| Revenue Growth (YoY) | 7.80% | 10.14% | -2.34 | COST | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 0.58% | +2.36 | CVS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.31 | 9.38 | -7.07 | COST | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | CVS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 4.46% | +2.04 | COST | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.5 | 66.5 | -19.01 | COST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.88 | 0.73 | +0.15 | CVS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 60.7x | 39.7x | +20.98 | COST | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $115.53B | $448.57B | -$333.04B | COST | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CVS REV | COST REV | CVS GROSS % | COST GROSS % | CVS FCF | COST FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $303.15B | — | 12.8% | — | $9.38B |
| FY 2025 | $402.07B | $275.24B | 45.0% | 12.8% | $7.81B | $7.84B |
| FY 2024 | $372.81B | $254.45B | 44.7% | 12.6% | $6.33B | $6.63B |
| FY 2023 | $357.78B | $242.29B | 44.0% | 12.3% | -$2.67B | $6.75B |
| FY 2022 | — | $226.95B | — | 12.2% | — | $3.50B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CVS // BETA 0.88
COST // BETA 0.73