Главная/MCK

Public research page

Market data comes from the live feed. The company research below uses verified public sources, but it is not a real-time personalized AI conclusion.

Analyze MCK in workspace
MCKNYSE/health care

McKesson Corporation

$812.28Up+6,32 (+0,78%)
Research reviewed: 12 июл. 2026 г., 00:00 UTC
Research overview3-month price contextInvestment thesisKey catalystsLatest earnings researchRecent newsData and research sources

Research overview

McKesson Corporation operates in Health Care Distributors within the health care sector. This profile tracks its company-specific earnings drivers, valuation conditions, and primary-source risks.

Открытие
812,87
Максимум
822,38
Минимум
806,24
Капитализация
95,1 млрд
P/E
21.18
Максимум за 52 недели
--
Дивиденд
0.410%
Квартальный дивиденд
--

3-month price context

График показывает недавний 3-месячный тренд, чтобы пользователи могли понять краткосрочную структуру перед открытием полного рабочего кабинета.

Investment thesis

Base case
Growth in complex medicines can increase distribution, provider-services and data demand. The base case remains conditional on customer concentration staying manageable.
Bull case
Growth in complex medicines can increase distribution, provider-services and data demand. The US Oncology Network and related services can deepen relationships with community practices and manufacturers. Strong cash conversion can fund repurchases and targeted investment in higher-growth health platforms.
Bear case
Large pharmacy and manufacturer relationships can create contract-renewal and pricing leverage risk. Reimbursement, pricing and distribution reforms can alter volumes, working capital and service economics. Controlled-substance obligations and healthcare compliance failures can create litigation and remediation costs.

Key catalysts

  • Specialty distribution

    Growth in complex medicines can increase distribution, provider-services and data demand.

  • Oncology ecosystem

    The US Oncology Network and related services can deepen relationships with community practices and manufacturers.

  • Capital allocation

    Strong cash conversion can fund repurchases and targeted investment in higher-growth health platforms.

Principal risks

  • Customer concentration

    Large pharmacy and manufacturer relationships can create contract-renewal and pricing leverage risk.

  • Drug-policy change

    Reimbursement, pricing and distribution reforms can alter volumes, working capital and service economics.

  • Legal and compliance

    Controlled-substance obligations and healthcare compliance failures can create litigation and remediation costs.

Latest earnings research

FY2026 Q4

McKesson's fiscal fourth-quarter 2026 update reflected resilient pharmaceutical distribution, oncology-platform growth and continued portfolio focus, supported by cash generation and disciplined capital allocation.

Valuation interpretation

  • Distribution scale supports durable cash flow, while oncology and specialty services determine the mix-improvement opportunity.
  • Thin distribution margins require valuation discipline around working capital, customer concentration and policy change.

Peer research

ABBVJNJLLY

Recent news

Zacks · 9 часов назад

5 Medical Supply Stocks to Buy Amid Strong Industry Tailwinds

Simply Wall St. · позавчера

McKesson (MCK) Falls After CEO Share Sale, Is The 14% Discount Enough?

Simply Wall St. · 3 дня назад

Can McKesson (MCK) Stay Cheap After A 338% Five Year Run?

Simply Wall St. · 3 дня назад

McKesson (MCK) CEO Sells Shares As Company Names A New Strategy Chief

StockStory · 4 дня назад

McKesson (MCK) Stock Trades Down, Here Is Why

Continue in the research workspace

Keep MCK in context, run a multi-agent analysis, and monitor thesis changes.

Analyze MCK free

Изучить всю систему анализа

У каждого этапа своя задача и проверяемый результат.

Методология исследованияЧитать обзоры рынка
Thesis invalidation
Reassess the thesis if large pharmacy and manufacturer relationships can create contract-renewal and pricing leverage risk.

Zacks · 4 дня назад

Should You Retain CAH Stock After Removal From Several Russell Indices?

Data and research sources

Research updated: 12 июл. 2026 г., 00:00 UTC
3 verified sources
McKesson Reports Fiscal 2026 Fourth-Quarter ResultsMcKesson Corporation · earningsVerified

Fetched: 12.07.2026, 0:00:00 UTC

Published: 07.05.2026, 00:00:00

Open original source
McKesson Corporation Investor RelationsMcKesson Corporation · companyVerified

Fetched: 12.07.2026, 0:00:00 UTC

Open original source
McKesson SEC filings and company factsU.S. Securities and Exchange Commission · filingVerified

Fetched: 12.07.2026, 0:00:00 UTC

Published: 07.05.2026, 00:00:00

Open original source
Изучить акции

Continue researching this stock

Market Analyst

Reads price structure, trend strength, and market posture before thesis formation.

Fundamentals Analyst

Owns business quality, earnings structure, and financial health.

News Analyst

Tracks what just happened and whether it actually changes the thesis.

Risk Manager

Sets the final risk classification and action boundaries after the risk debate.