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Walgreens Boots Alliance Community
NasdaqGS:WBA Community
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Walgreens Boots Alliance
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Walgreens Boots Alliance
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
Digital Health And An Aging Population Will Expand Retail Care
Key Takeaways Store optimization, automation, and digital health investments are driving stronger margins, higher operating leverage, and long-term earnings growth through increased prescription volumes and cost efficiencies. Expansion into health services, own brands, and integrated care uniquely positions the company to boost customer loyalty, revenue diversity, and structural margin improvement.
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US$14.10
FV
14.4% undervalued
intrinsic discount
4.34%
Revenue growth p.a.
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4 days ago
author updated this narrative
Walgreens Boots Alliance
AN
AnalystLowTarget
Consensus Narrative from 11 Analysts
Digital Shift Will Erode Retail And Pharmacy Margins
Key Takeaways Rapid consumer shift to digital healthcare and e-commerce is eroding the relevance and profitability of Walgreens' brick-and-mortar retail model. Persistent underinvestment in technology and mounting regulatory pressures are constraining margins, competitiveness, and long-term sales growth.
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US$10.00
FV
20.7% overvalued
intrinsic discount
-0.024%
Revenue growth p.a.
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2 months ago
author updated this narrative
Walgreens Boots Alliance
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
Operational Optimizations Will Drive Future Profitability In Retail And Pharmacy
Key Takeaways Store optimization and labor management improvements are expected to enhance net margins by reducing costs and increase customer satisfaction. Increasing pharmacy efficiency and expanding product lines aim to boost revenues and safeguard against reimbursement pressures, enhancing gross margins.
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US$11.93
FV
1.2% overvalued
intrinsic discount
0.84%
Revenue growth p.a.
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2
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4 days ago
author updated this narrative
Your Valuation for
WBA
WBA
Walgreens Boots Alliance
Your Fair Value
US$
Current Price
US$12.07
79.2% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-6b
164b
2015
2018
2021
2024
2025
2027
2030
Revenue US$164.3b
Earnings US$4.9b
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