McKesson (MCK) Aktienübersicht
Die McKesson Corporation erbringt Dienstleistungen im Gesundheitswesen in den Vereinigten Staaten und international. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 3/6 |
| Künftiges Wachstum | 2/6 |
| Vergangene Leistung | 5/6 |
| Finanzielle Gesundheit | 2/6 |
| Dividenden | 0/6 |
MCK Community Fair Values
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Analyst Price Targets
McKesson Corporation Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$786.30 |
| 52-Wochen-Hoch | US$999.00 |
| 52-Wochen-Tief | US$637.00 |
| Beta | 0.32 |
| 1 Monat Veränderung | 1.37% |
| 3 Monate Veränderung | -8.21% |
| 1 Jahr Veränderung | 6.93% |
| 3 Jahre Veränderung | 89.58% |
| 5 Jahre Veränderung | 313.93% |
| Veränderung seit IPO | 4,665.45% |
Aktuelle Nachrichten und Updates
Narrativ-Update • Jun 25
MCK: Biosimilar Co Manufacturing Optionality Will Shape Future Haven Appeal
McKesson's analyst price target has been trimmed to $941 from $950, reflecting analysts' slightly more conservative assumptions around policy, biosimilar, and GLP-1 uncertainties, while still incorporating potential long-term benefits from areas such as biosimilar co-manufacturing. Analyst Commentary Recent Street research on McKesson points to a mixed but engaged view of the stock, with several firms revising price targets and reassessing assumptions around policy risk, biosimilars, and GLP 1 exposure.Analyseartikel • Jun 17
McKesson (MCK) Stock Could Be 17.3% Undervalued After Loan Deal And Buybacks
McKesson (MCK) stock is in focus after a cluster of recent moves, including a US$2.25b senior secured term loan maturing in 2032, a minority sale in Medical-Surgical Solutions and ongoing share repurchases. See our latest analysis for McKesson. After a weaker quarter and a pullback that left the 90 day share price return down 14.66% and the year to date share price return down 4.62%, McKesson still has a 1 year total shareholder return of 8.87% and a very large 5 year total shareholder...Recent updates
Narrativ-Update • Jun 25
MCK: Biosimilar Co Manufacturing Optionality Will Shape Future Haven Appeal
McKesson's analyst price target has been trimmed to $941 from $950, reflecting analysts' slightly more conservative assumptions around policy, biosimilar, and GLP-1 uncertainties, while still incorporating potential long-term benefits from areas such as biosimilar co-manufacturing. Analyst Commentary Recent Street research on McKesson points to a mixed but engaged view of the stock, with several firms revising price targets and reassessing assumptions around policy risk, biosimilars, and GLP 1 exposure.Analyseartikel • Jun 17
McKesson (MCK) Stock Could Be 17.3% Undervalued After Loan Deal And Buybacks
McKesson (MCK) stock is in focus after a cluster of recent moves, including a US$2.25b senior secured term loan maturing in 2032, a minority sale in Medical-Surgical Solutions and ongoing share repurchases. See our latest analysis for McKesson. After a weaker quarter and a pullback that left the 90 day share price return down 14.66% and the year to date share price return down 4.62%, McKesson still has a 1 year total shareholder return of 8.87% and a very large 5 year total shareholder...Narrativ-Update • Jun 06
MCK: Medical Surgical Spin Off And Biosimilar Manufacturing Will Shape Future Haven Appeal
McKesson's analyst price target has been trimmed by about $2 to $949.73 as analysts recalibrate their fair value and future P/E assumptions following a recent cluster of target cuts and one increase across major research firms. Analyst Commentary Bullish Takeaways Bullish analysts have recently lifted their targets in some cases, suggesting they still see upside potential relative to current execution and long term growth initiatives.Narrativ-Update • May 13
MCK: Biosimilar Co Manufacturing Will Shape Future Healthcare Safe Haven Appeal
Analysts have trimmed the McKesson fair value estimate by about $39 to $951.73. This reflects updated views on slightly higher discount rates, a more moderate revenue growth outlook, a small shift in profit margin assumptions, and a lower future P/E multiple after a mix of recent price target increases and cuts across the Street.Analyseartikel • May 11
McKesson Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
McKesson Corporation ( NYSE:MCK ) shareholders are probably feeling a little disappointed, since its shares fell 8.9...Seeking Alpha • May 01
McKesson - "Hold" Still Valid In 2026
Summary McKesson (MCK) is a fundamentally strong, market-leading distributor but faces mounting structural risks in the US healthcare sector. I see current valuation—over 21x P/E—as unattractive, with upside limited by regulatory, pricing, and margin pressures. Much of MCK's recent growth stems from high-priced drugs and GLP-1 revenues, which may plateau and expose underlying business vulnerabilities. I assign MCK a 'Hold' rating with a $510/share price target, citing insufficient risk/reward at present levels. Read the full article on Seeking AlphaNarrativ-Update • Apr 27
MCK: Biosimilar Co Manufacturing Will Shape Future Healthcare Safe Haven Appeal
McKesson's analyst price target has been trimmed slightly, with the fair value estimate edging down by about $1 to $990.87 as analysts factor in recent target cuts alongside ongoing interest in the company's biosimilar and distribution opportunities. Analyst Commentary Recent research on McKesson has centered on how much value the market is assigning to its biosimilar pipeline, distribution scale and perceived defensiveness within healthcare, with a mix of higher and lower price targets reflecting different views on execution risk and current valuation.Narrativ-Update • Apr 10
MCK: Biosimilar Co Manufacturing Optionality Will Shape Future Safe Haven Appeal
McKesson's analyst-derived fair value estimate has been adjusted slightly lower, from about $997.67 to $991.67. Analysts are weighing recent trims to Street price targets and fresh caution around premium valuation against prior enthusiasm for biosimilar optionality and healthcare defensiveness.Narrativ-Update • Mar 27
MCK: Biosimilar And Co Manufacturing Upside Will Shape Future Safe Haven Returns
Analysts have nudged the McKesson fair value estimate slightly higher to about $998, citing a wave of Street price target increases into the $1,040 to $1,050 range and growing focus on potential upside from biosimilars and co-manufacturing. Analyst Commentary Recent Street research around McKesson clusters around two themes: valuation and execution on new growth levers such as biosimilars and co-manufacturing.Narrativ-Update • Mar 11
MCK: Biosimilar Optionality And Premium Safe Haven Position Will Shape Future Returns
Analysts have increased their McKesson price target from $980.40 to $995.27, citing higher Street targets that reflect new biosimilar optionality and continued interest in the stock as a perceived healthcare safe haven, even at a premium valuation. Analyst Commentary Bullish analysts are leaning into McKesson's role as a perceived healthcare safe haven and the new biosimilar angle, using these themes to justify higher valuation levels than the recent three year average.Narrativ-Update • Feb 24
MCK: Defensive Healthcare Premium And Buybacks Will Shape Perceived Safety Trade
Analysts have raised McKesson's fair value estimate by about $14 to $980.40, as a series of higher Street price targets, including Barclays' move to $1,050, keeps the stock in focus for investors seeking perceived safety within healthcare, even as shares trade at a premium to recent averages. Analyst Commentary Recent research has centered on McKesson's valuation after a series of price target increases, including a move to US$1,050 that highlights how closely investors are watching the name as a perceived defensive healthcare holding.Narrativ-Update • Feb 09
MCK: Refined Assumptions And Supportive Policy Backdrop Will Shape FY26 AOI
The McKesson analyst price target has been raised by about $24 to $966, with analysts pointing to updated fair value work, modest adjustments to the discount rate and growth assumptions, and slightly higher future P/E expectations as key drivers of the change. Analyst Commentary Recent Street research on McKesson clusters around higher price targets and refreshed valuation work, with analysts fine tuning assumptions on growth, discount rates and future P/E multiples.Narrativ-Update • Jan 26
MCK: North American Pharma Momentum And Supportive Policy Backdrop Will Drive FY26 AOI
Narrative Update The analyst price target for McKesson has been raised by roughly $3 to $942.00, as analysts point to steady assumptions for revenue growth, margins and P/E, along with supportive views on North American Pharma momentum, a constructive industry demand backdrop, and the absence of new onerous proposals in recent healthcare policy commentary. Analyst Commentary Recent research on McKesson is broadly constructive, with several firms lifting their price targets and pointing to supportive sector trends and company specific drivers.Narrativ-Update • Jan 12
MCK: North American Pharma Strength Will Support FY26 Core AOI Framework
Narrative Update: McKesson Analysts have lifted their McKesson price targets toward a range of about $900 to $1,000, citing solid North American Pharma momentum, modeled core AOI growth of around 7% for FY26, and a robust demand backdrop reflected in peers' recent results. Analyst Commentary Recent research updates reflect a more constructive stance on McKesson, with higher price targets tied to underlying business trends and peer readthroughs rather than short term trading factors.Narrativ-Update • Dec 18
MCK: North American Pharma Momentum Will Drive Future EPS Framework Confidence
Our McKesson narrative fair value has increased modestly to approximately $939 per share from about $935, reflecting analysts' higher price targets and conviction in sustained EPS growth, improved North American Pharma momentum, and a more robust valuation framework supported by stronger industry demand trends. Analyst Commentary Street research sentiment on McKesson remains skewed positive, with a broad wave of price target increases reflecting higher conviction in the companys ability to deliver on its upgraded long term earnings framework and FY26 guidance.Narrativ-Update • Dec 03
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.Narrativ-Update • Nov 19
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.Narrativ-Update • Nov 05
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.Narrativ-Update • Oct 22
Analysts Boost McKesson Outlook Amid Strong Growth Guidance and Recent Valuation Adjustments
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.Narrativ-Update • Oct 08
Pharmaceutical Demand And Digital Automation Will Shape Future Markets
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.Narrativ-Update • Sep 24
Pharmaceutical Demand And Digital Automation Will Shape Future Markets
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.Analyseartikel • Jul 07
Why Investors Shouldn't Be Surprised By McKesson Corporation's (NYSE:MCK) P/E
With a price-to-earnings (or "P/E") ratio of 27.3x McKesson Corporation ( NYSE:MCK ) may be sending bearish signals at...Seeking Alpha • Mar 25
McKesson: Immune To Weak Economy And Tariffs; Top Idea In 2025
Summary I maintain a 'Strong Buy' rating on McKesson with a fair value of $723 per share due to its robust oncology network and strong growth prospects. McKesson's minimal exposure to US-Mexico-Canada tariffs and geopolitical tensions ensures stability, making it a reliable investment amid economic uncertainties. The company's GLP-1 and oncology franchises are key growth drivers, with GLP-1 revenue growing 45% year-over-year and oncology patient visits increasing steadily. Despite potential tariff-related risks in the biotech sector, McKesson's strong performance and strategic guidance make it a safe haven for investors in 2025. Read the full article on Seeking AlphaSeeking Alpha • Jan 21
McKesson Seems Cheap, But Risks Linger
Summary McKesson's stock appears undervalued, trading at 18 times forward earnings and free cash flow, despite recent price increases and solid growth prospects in oncology and GLP-1 medications. Quarterly results show mixed performance, with revenue up 21.3% YoY but operating income and EPS down; adjusted EPS grew 13.5% YoY. Risks include political pressures on drug pricing, competition from vertically integrated healthcare providers like CVS and Amazon, and potential recession impacts. Despite bullish arguments and recession resilience, I rate McKesson as a 'Hold' due to high recession risk and a cautious market outlook. Read the full article on Seeking AlphaSeeking Alpha • Nov 09
McKesson: Q2 FY2025 Earnings, Growing U.S. Oncology Network
Summary I reiterate a 'Strong Buy' on McKesson, driven by growth from GLP-1 medications and a robust oncology network business, with a fair value of $696 per share. McKesson's acquisition of a 70% interest in Florida Cancer Specialists enhances its oncology network, expanding to 3,300 providers across 31 states. Strong Q2 results with 21% revenue growth and raised EPS guidance to $32.40-$33.00, driven by specialty distribution and retail national account customers. Future growth driven by GLP-1 medications, oncology network expansion, and margin improvements, despite weak growth in Medical surgical solutions post-Covid. Read the full article on Seeking AlphaSeeking Alpha • Oct 09
McKesson Corporation: A Defensive Healthcare Value Stock Without A Patent Cliff
Summary Healthcare is a great defensive sector that has lower amounts of cyclicality than others that depend on the booming economy. With the stock currently down -21.44% off of its all-time high, the stock is giving investors a nice entry point as it reverts to the mean S&P500 returns. The company was the highest-scoring large cap on the most recent Magic Formula screen for October 2024. The Healthcare distribution sub-sector provides exposure to big Pharma without the patent cliffs. Read the full article on Seeking AlphaSeeking Alpha • Sep 10
McKesson: The Correction Is Not Over
Summary McKesson declined about 20% in the last few weeks and sentiment suddenly turned. Of course, McKesson is performing hand-in-hand with the overall market and we can expect that McKesson will continue to decline - similar to the overall market. On the other hand, we can argue that McKesson is already undervalued a bit, but I still think the stock will continue to decline further due to the overall sentiment. Read the full article on Seeking AlphaAktionärsrenditen
| MCK | US Healthcare | US Markt | |
|---|---|---|---|
| 7D | 5.2% | 2.0% | 1.6% |
| 1Y | 6.9% | 28.7% | 18.6% |
Rendite im Vergleich zur Industrie: MCK unter dem Niveau der Branche US Healthcare , die im vergangenen Jahr eine Rendite von 28.7% erzielte.
Rendite vs. Markt: MCK hinter dem Markt US zurück, der im vergangenen Jahr eine Rendite von 18.6 erzielte.
Preisvolatilität
| MCK volatility | |
|---|---|
| MCK Average Weekly Movement | 3.6% |
| Healthcare Industry Average Movement | 7.3% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiler Aktienkurs: MCK hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: MCKDie wöchentliche Volatilität (4%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1833 | 42,300 | Brian Tyler | www.mckesson.com |
Die McKesson Corporation erbringt Dienstleistungen im Gesundheitswesen in den Vereinigten Staaten und international. Das Unternehmen ist in vier Segmenten tätig: North American Pharmaceutical, Oncology & Multispecialty, Prescription Technology Solutions und Medical-Surgical Solutions. Das Unternehmen vertreibt Marken-, Generika-, Spezial-, Biosimilar- und rezeptfreie Arzneimittel sowie andere gesundheitsbezogene Produkte, liefert Produkte an Apotheken, Krankenhäuser, Langzeitpflegeeinrichtungen, Kliniken und Institutionen und bietet Logistik- und Vertriebsdienstleistungen für Hersteller.
McKesson Corporation's Grundlagenzusammenfassung
| MCK grundlegende Statistiken | |
|---|---|
| Marktanteil | US$92.06b |
| Gewinn(TTM) | US$4.76b |
| Umsatz(TTM) | US$403.43b |
19.3x
Kurs-Gewinn-Verhältnis 0.2x
Kurs-Umsatz-VerhältnisIst MCK zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| MCK Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$403.43b |
| Kosten der Einnahmen | US$388.90b |
| Bruttogewinn | US$14.53b |
| Sonstige Ausgaben | US$9.77b |
| Gewinn | US$4.76b |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
Aug 05, 2026
| Gewinn per Aktie (EPS) | 40.67 |
| Bruttomarge | 3.60% |
| Nettogewinnspanne | 1.18% |
| Schulden/Eigenkapital-Verhältnis | -780.5% |
Wie hat sich MCK auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
0.4%
Aktuelle Dividendenrendite8%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/07/06 05:31 |
| Aktienkurs zum Tagesende | 2026/07/02 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2026/03/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
McKesson Corporation wird von 32 Analysten beobachtet. 15 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Toung | Argus Research Company |
| Eric Coldwell | Baird |
| Lawrence Marsh | Barclays |