McKesson Corp.

McKesson provides pharmaceuticals and medical supplies and services to its customers. The company's segments include: U.S. Pharmaceutical and Specialty Solutions, which provides distribution and logistics services for branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs and other healthcare-related products to customers; European Pharmaceutical Solutions, which provides distribution and services to wholesale, institutional and retail customers in European countries where it owns, partners or franchises with retail pharmacies; and Medical-Surgical Solutions, which delivers medical-supply distribution, logistics, biomedical and other services to healthcare providers.
  • TickerMCK
  • ISINUS58155Q1031
  • ExchangeNew York Stock Exchange
  • SectorFood & Drug Retailers
  • CountryUnited States

Analysts

ValuEngine Rating and Forecast Report for MCK

ValuEngine Rating and Forecast Report for MCK

Valens Research

Valens Equity Insights and Inflections - 2019 09 04

TXN currently trades near corporate averages relative to UAFRS-based (Uniform) Earnings, with a 21.3x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to hold steady at 50% levels from 2018 through 2023, accompanied by 1% Uniform Asset shrinkage going forward. However, analysts have bearish expectations, projecting Uniform ROA to compress to 44% by 2020, accompanied by 1% Uniform Asset growth. Moreover, management appears concerned about revenue, their inventory management, and free cash flow. Current valuations appear too bullish for TXN, and should they see...

ValuEngine Rating and Forecast Report for MCK

ValuEngine Rating and Forecast Report for MCK

With a more favourable environment, MCKESSON CORPORATION improves to Slightly Positive

MCKESSON CORPORATION (US), a company active in the Drug Retailers industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date August 30, 2019, the closing price was USD 138.27 and its potential was estimated at USD 160.49.

McKesson Corporation: Update to credit analysis

McKesson will continue to be an industry leader, with significant scale and a moderate financial leverage profile.

Moody's announces completion of a periodic review of ratings of McKesson Corporation

Announcement of Periodic Review: Moody's announces completion of a periodic review of ratings of McKesson Corporation. Global Credit Research- 17 May 2019. New York, May 17, 2019-- Moody's Investors Service has completed a periodic review of the ratings of McKesson Corporation and other ratings that are associated with the same analytical unit.

McKesson Corporation - December 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Moody's assigns Baa2 to McKesson's new senior unsecured notes

Moody's Investors Service (Moody's) assigned a Baa2 rating to McKesson Corporation's ("McKesson") new note offerings. All of McKesson's existing note and short term ratings remain unchanged. The company's rating outlook remains stable. Moody's expects that McKesson will use the proceed...

McKesson Corporation - September 2018 (LTM): Peer Snapshot

Compares key performance metrics against industry peers.

Valens Research

Valens Equity Insights and Inflections - 2019 09 04

TXN currently trades near corporate averages relative to UAFRS-based (Uniform) Earnings, with a 21.3x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to hold steady at 50% levels from 2018 through 2023, accompanied by 1% Uniform Asset shrinkage going forward. However, analysts have bearish expectations, projecting Uniform ROA to compress to 44% by 2020, accompanied by 1% Uniform Asset growth. Moreover, management appears concerned about revenue, their inventory management, and free cash flow. Current valuations appear too bullish for TXN, and should they see...

Valens Research

MCK - Embedded Expectations Analysis - 2019 08 28

McKesson Corporation (MCK:USA) currently trades below historical averages relative to UAFRS-based (Uniform) Earnings, with a 13.2x Uniform P/E, implying bearish expectations for the firm. Moreover, management has concerns about meeting their EPS guidance, revenue growth, and returning value to shareholders. Specifically, management may lack confidence in their ability to achieve their recently increased EPS guidance for 2020, and may be concerned about continued biopharma price increases. Furthermore, they may lack confidence in their assertion that their presence in the US and Canada offers ...

Valens Research

Valens Equity Insights and Inflections - 2019 05 29

SSNC currently trades above historical averages relative to UAFRS-based (Uniform) Earnings, with a 19.4x Uniform P/E. Even at these levels, the market is pricing in expectations for Uniform ROA to decline from 70% in 2018 to 24% in 2023, accompanied by 27% Uniform Asset growth going forward. However, analysts have less bearish expectations, projecting Uniform ROA to only decline to 57% by 2020, accompanied by 24% Uniform Asset growth. Meanwhile, management is confident in their focus on core margins, and new and existing business wins. Should SSNC just meet analyst expectations, as positive ma...

1 director sold

A director at Mckesson Corp sold 1,350 shares at 128.690USD and the significance rating of the trade was 75/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board ...

ValuEngine Rating and Forecast Report for MCK

ValuEngine Rating and Forecast Report for MCK

ValuEngine Rating and Forecast Report for MCK

ValuEngine Rating and Forecast Report for MCK

With a more favourable environment, MCKESSON CORPORATION improves to Slightly Positive

MCKESSON CORPORATION (US), a company active in the Drug Retailers industry, is favoured by a more supportive environment. The independent financial analyst theScreener has confirmed the fundamental rating of the title, which shows 4 out of 4 stars, as well as its unchanged, moderately risky market behaviour. The title leverages a more favourable environment and raises its general evaluation to Slightly Positive. As of the analysis date August 30, 2019, the closing price was USD 138.27 and its potential was estimated at USD 160.49.

ValuEngine Rating and Forecast Report for MCK

ValuEngine Rating and Forecast Report for MCK

ValuEngine Rating and Forecast Report for MCK

ValuEngine Rating and Forecast Report for MCK

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PharMerica Corporation - Strategy, SWOT and Corporate Finance Report

PharMerica Corporation - Strategy, SWOT and Corporate Finance Report Summary PharMerica Corporation - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights PharMerica Corporation (PharMerica or 'the company') is a pharmacy management services provider for skilled nursing facilities (SNF), long term care facilities (LTC), assisted living facilities (ALF), hospitals and ...

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Dave Nicoski ...
  • John Betz

Vermilion Int'l Compass: Global Equity Strategy

Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and EM, one indicator in particular keeps us optimistic: monthly charts. What is likely the least-used timeframe, monthly charts (> 20 years) offer the most clarity. And what's clear right now is: (1) Europe is on the doorstep of breaking above secular resistance; (2) Japan is breaking out above secular resistance; (3) and EM already has. Speaking of EM, we view this as the place to be, or overweight, in 2018. The EM/EAFE's 20-year chart (below) reveals ...

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