Analysts Boost McKesson Outlook Amid Strong Growth Guidance and Recent Valuation Adjustments

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

18 Jul 24

Updated

03 Dec 25

Views

280

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

43.9%

7D

1.9%

Loading

1Y

43.9%

7D

1.9%

You can edit this narrative until Dec 4 11:05 PM. Then, changes will post as Updates.

Author's Valuation

US$934.7913.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 03 Dec 25

Fair value Increased 0.0076%

MCK: North American Pharma Momentum Will Drive Future Outlook Amid Policy Uncertainty

We modestly raise our McKesson fair value estimate to about $934.79 per share from roughly $934.71, reflecting analysts' higher price targets, stronger confidence in long term EPS growth, and sustained North American Pharma momentum. Analyst Commentary Street research on McKesson has turned increasingly constructive, with multiple firms lifting price targets in response to upgraded long term guidance, stronger segment momentum, and enhanced disclosure following the recent investor day.

Shared on 19 Nov 25

Fair value Increased 11%

MCK: Future Execution and Pharma Trends Will Shape Outlook Amid Policy Uncertainty

McKesson's analyst price target has been raised significantly, increasing by nearly $90 per share to $934.71. Analysts cite strong momentum in North American Pharma, higher long-term EPS guidance, and robust industry trends supporting continued growth.

Shared on 05 Nov 25

Fair value Increased 0.94%

MCK: Future Demand and Oncology Distribution Will Set the Earnings Outlook

McKesson’s analyst price target has increased from approximately $837 to $845. Analysts cite robust demand, industry-wide utilization trends, and the company’s strengthened long-term earnings outlook as key factors supporting the upward revision.

Shared on 22 Oct 25

Fair value Increased 0.86%

Analysts have raised their average fair value estimate for McKesson to $836.71 from $829.57. This change is attributed to increased long-term growth guidance and improved business visibility following the company’s recent investor day.

Shared on 08 Oct 25

Fair value Increased 4.58%

McKesson's analyst fair value estimate has been raised from $793.21 to $829.57. This increase reflects higher price targets, driven by analysts who cite upgraded long-term growth guidance and strengthened expectations following recent investor presentations.

Shared on 24 Sep 25

Fair value Increased 0.59%

McKesson’s fair value saw only a marginal increase as analyst expectations for both revenue growth and net profit margin remained virtually unchanged, with the target price moving slightly from $788.57 to $793.21. What's in the News Playhouse MD™, a pediatric healthcare brand, has entered a strategic distribution alliance with McKesson Medical-Surgical, making its products available nationwide and expanding McKesson's portfolio in pediatric care.

Shared on 07 May 25

Fair value Increased 6.77%

Shared on 30 Apr 25

Fair value Increased 0.92%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Increased 1.10%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 16 Apr 25

Fair value Increased 1.85%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 1.54%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 4.76%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 0.78%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 10 Mar 25

Fair value Decreased 13%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

US$934.79

13.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

7.65%

Healthcare Services revenue growth rate

0.23%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

6.96%

Calculation

US$6.25b

Earnings '28

x

21.41x

PE Ratio '28

=

US$133.82b

Market Cap '28

US$133.82b

Market Cap '28

/

117.90m

No. shares '28

=

US$1.14k

Share Price '28

US$1.14k Share Price '28

Discounted to 2025 @ 6.96% p.a.

=

US$927.66

Fair Value '25