CVS Health (CVS) vs Humana (HUM)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Humana (HUM) has outperformed CVS Health (CVS) over the past year, gaining 37.9% versus a gain of 16.2%. Over five years, CVS leads with a +4.4% price change compared with -7.7% for HUM. CVS Health is the larger company by market cap ($112.49 billion vs $47.61 billion), about 2.4 times the size, while Humana is growing revenue faster (+10.1% vs +7.8%).
On valuation, CVS Health trades at a lower forward P/E (10.3x vs 23.9x for Humana). CVS Health offers the higher dividend yield (3.02% vs 0.89%). Humana converts more of its revenue into profit, with a net margin of 0.9% versus 0.4%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | CVS | HUM |
|---|---|---|
| Share price | $87.95 | $396.51 |
| Market cap | $112.49B | $47.61B |
| 1-day change | +1.76% | -1.92% |
| YTD return | +12.88% | +58.91% |
| 1-year return | +16.16% | +37.86% |
| 5-year return | +4.36% | -7.71% |
| P/E ratio (TTM) | 23.14 | 37.48 |
| Forward P/E | 10.30 | 23.90 |
| EPS (TTM) | $3.80 | $10.58 |
| Dividend yield | 3.02% | 0.89% |
| Annual dividend | $2.66 | $3.54 |
| Revenue (latest FY) | $402.07B | $129.66B |
| Revenue growth (YoY) | +7.85% | +10.11% |
| Net income (latest FY) | $1.77B | $1.19B |
| Gross margin | 44.99% | — |
| Operating margin | 1.16% | 2.09% |
| Net margin | 0.44% | 0.92% |
| 52-week high | $110.68 | $428.88 |
| 52-week low | $69.51 | $163.11 |
| Distance from 52-week high | -20.54% | -7.55% |
| Analyst consensus | strong_buy | buy |
| Avg. price target upside | +31.62% | +6.87% |
| Average volume | 7.91M | 1.23M |
| Shares outstanding | 1.28B | 120.08M |
| Employees | 219,000 | 67,060 |
| Sector | Healthcare | Healthcare |
| Industry | Healthcare Plans | Healthcare Plans |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- CVS Health is about 2.4 times larger than Humana by market value ($112.49B vs $47.61B).
- HUM has outperformed CVS by 21.7 percentage points over the past year.
- Humana trades at a higher earnings multiple (37.5x vs 23.1x trailing P/E).
- CVS Health offers a meaningfully higher dividend yield (3.02% vs 0.89%).
About CVS Health
CVS stock →CVS Health Corporation provides health solutions in the United States. The Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services, including medical, pharmacy, dental, and behavioral health plans; medical management capabilities; Medicare Advantage and Medicare Supplement plans; prescription drug plans (PDPs); and Medicaid health care management services.
Healthcare · Healthcare Plans · 219,000 employees
About Humana
HUM stock →Humana Inc. provides medical and specialty insurance products in the United States.
Healthcare · Healthcare Plans · 67,060 employees
CVS vs HUM FAQ
Which is bigger, CVS Health or Humana?
CVS Health (CVS) is larger, with a market capitalization of $112.49B compared with $47.61B for Humana (HUM).
Which stock has performed better over the past year, CVS or HUM?
HUM returned +37.86% over the past 12 months, compared with +16.16% for CVS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, CVS or HUM?
CVS has the lower trailing P/E at 23.1, versus 37.5 for HUM. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, CVS Health or Humana?
CVS Health has the higher yield at 3.02%, compared with 0.89% for Humana.
Are CVS Health and Humana in the same industry?
Yes. Both are classified in the Healthcare Plans industry within the Healthcare sector.