The worst is behind CVS expect tailwinds ahead, says Raymond James' John Ransom
CNBC Televisionยท2025-08-04 16:27
You know, John, we've just been through when it comes to these health insurers in particular. I mean, UNH has distinguished itself in the worst possible way it feels like. I mean, CVS had a decent quarter. Yuma had a decent quarter.What's going on here. So, we did a little exercise this weekend because we love numbers, David. And we figured out that almost every health insurer is now trading at six times 2028 EPS.That's either our number or that's the consensus number except for United Healthcare which is t ...