CVS Health Corporation

CVSintermediary

CVS Health is one of the largest healthcare companies in the US, operating an integrated model spanning pharmacy benefits management (Caremark), health insurance (Aetna), retail pharmacy (9,900 stores), and primary care clinics (Oak Street Health, MinuteClinic).

共有:

⇄ Compare

製品と売上

製品別売上シェア

売上内訳 ($357B)

静的データ（リアルタイム財務ロード中…）

Health Services (Caremark PBM) (38%)

Health Insurance (Aetna) (35%)

Pharmacy & Consumer Wellness (22%)

Corporate / Other (5%)

セグメント構成と主要顧客

製品詳細

Pharmacy Benefits (CVS Caremark)38%

One of the three largest pharmacy benefit managers (PBMs) in the US. Manages drug coverage for 100M+ plan members.

Health Insurance (Aetna)35%

Aetna commercial, Medicare Advantage, and Medicaid health plans serving 24M+ members acquired for $69B in 2018.

Retail Pharmacy (CVS Pharmacy)22%

9,900+ retail pharmacy locations. Filling 1.5B+ prescriptions annually. Also includes front-store retail.

Health Services (MinuteClinic / Oak Street)5%

Primary care clinics (1,100+ MinuteClinics, 200+ Oak Street Health centers). Vertical integration into care delivery.

サプライチェーン関係

競合他社

UnitedHealth Group

PBM (UnitedHealth OptumRx) and health insurance

影響: Primary competitor

The Cigna Group

PBM (Express Scripts) and health insurance

影響: Significant competitor

マクロ・市場概況

헬스케어セクターニュース

메디케어 수가 압박 vs AI 진단 효율화 — 선별적 접근 필요

미국 헬스케어 지출 (2026E)

$4.8T

AI 진단 정확도 개선

+23% vs 기존

UNH 의료손해율

87.3%

약가 협상 대상 의약품

20종 (IRA)

次の主要イベント

◆CMS 메디케어 최종 수가 발표 (2026.Q2)◆UNH/HUM/CVS Q1 실적 (2026.04)◆IRA 약가 협상 2차 품목 공개

AI分析

CVS Health CorporationのAIサプライチェーン分析を受けるには「AI分析を取得」をクリックしてください。

企業情報

本社所在地

Woonsocket, Rhode Island, USA

設立

1963

従業員数

300,000+

ウェブサイト

cvshealth.com

セクター概況 — 헬스케어

セクターニュース