Group 1 - CVS Health has returned $31 billion to shareholders over the past ten years through dividends and buybacks, achieving an 81% year-to-date return in 2025 after a 42% decline in 2024, indicating a strong recovery in the healthcare sector [2][6] - The company maintains a steady quarterly dividend of $0.665 per share, resulting in an annual dividend of $2.66, which yields approximately 3.64% [3] - In 2024, CVS repurchased approximately 40 million shares and distributed $3.3 billion in dividends, reflecting a disciplined capital allocation strategy [4] Group 2 - CVS stock ranks as the 90th highest total return to shareholders in history, highlighting the effectiveness of its shareholder return strategy [6] - The total capital returned to shareholders as a percentage of market capitalization is inversely related to growth possibilities for reinvestments, with CVS demonstrating a balance between returns and growth potential [9] - CVS has experienced significant declines in the past, including over 62% during the Dot-Com Bubble and around 45% during the Global Financial Crisis, emphasizing the importance of strong fundamentals [10] Group 3 - CVS reported a revenue growth of 5.0% for the last twelve months and an 8.1% average over the last three years, with a free cash flow margin of nearly 1.6% and an operating margin of 2.9% [13] - The stock trades at a P/E multiple of 19.4, offering a lower valuation compared to the S&P while providing higher three-year average revenue growth [13]