CVS and Other Healthcare Stocks Are Rebounding. The Sector Is No Longer Sick. - Barron's

1. CVS Health surges nearly 30% in 2025, leading S&P 500 healthcare stocks. 2. Healthcare sector undervalued at 20% discount to S&P 500 price-to-earnings ratio. 3. Earnings for healthcare expected to grow 20% in 2025 and 10% in 2026. 4. Political concerns may be overstated; sector poised for strong returns. 5. Healthcare stocks historically outperform under Republican administrations.