Cencora, Inc.

Informe acción NYSE:COR

Capitalización de mercado: US$60.3b

Cencora Crecimiento futuro

Future controles de criterios 2/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Cencora de 5.9% y 5.6% por año respectivamente. Se prevé que el BPA crezca en un 9.2% al año. Se espera que la rentabilidad financiera sea de 53.6% en 3 años.

Información clave

5.9%

Tasa de crecimiento de los beneficios

9.20%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Healthcare18.8%
Tasa de crecimiento de los ingresos5.6%
Rentabilidad financiera futura53.62%
Cobertura de analistas

Good

Última actualización23 Jul 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis • Aug 09

Cencora, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

NYSE:COR 1 Year Share Price vs Fair Value Explore Cencora's Fair Values from the Community and select yours Cencora...

Recent updates

Seeking Alpha • Jul 22

Cencora: Specialty Infrastructure Is Rewriting The Distributor Model

Summary Cencora (COR) is transitioning from a bulk pharmaceutical distributor to a specialty medicines infrastructure provider, targeting higher-margin, service-driven growth. Recent acquisitions of OneOncology and Retina Consultants of America are driving margin expansion, with Q2 adjusted gross profit up 15.7% and margin rising to 4.31%. Management raised FY2026 adjusted EPS guidance to $17.70–$17.90, expects $3B adjusted FCF, and targets 10–14% long-term EPS growth. Execution risks include integration of acquisitions, increased leverage, regulatory scrutiny, and high customer concentration, but specialty platform buildout is expected to deepen margins and retention. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 22

COR: Fair Value View Will Weigh Nucleus Rollout And Cell Therapy Partnership

Analysts have raised their Cencora price target from $288.21 to $310.00, reflecting updated views on fair value, revenue, profit margins, and future P/E assumptions. What’s in the News for Cencora Cencora announced a multi-site pilot of its enhanced Nucleus inventory management solution for specialty physician practices, with deployment planned in phases across more than 20 practice sites.
Actualización de narrativa • Jul 08

COR: Insider Buying And Fair Value View Will Shape Upcoming Share Performance

Analysts have nudged their price target for Cencora higher from $280.00 to about $288.21, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins, and future price-to-earnings (P/E) expectations. What’s in the News for Cencora Cencora stock moved 3.6% higher on June 23, 2026, alongside commentary that the shares are viewed as modestly undervalued relative to one intrinsic value estimate and supported by what sources describe as solid business fundamentals.
Artículo de análisis • Jun 16

Cencora (COR) Stock Could Be 20% Below Fair Value On Margin Growth Narrative

Cencora (COR) stock has drawn investor attention after recent trading performance, with the share price closing at $281.43. The move comes alongside mixed short term returns and a longer multi year track record. See our latest analysis for Cencora. Recent trading puts Cencora’s 30 day share price return at 9.20%, yet the stock is still down 16.95% year to date. Longer term total shareholder returns over three and five years remain positive, suggesting recent momentum is rebuilding after a...
Actualización de narrativa • Jun 15

COR: Buybacks And New CFO Appointment Will Support Long Term Upside

Analysts have modestly reduced their price target on Cencora to $350.58 from $356.83. This reflects slightly updated views on fair value and future P/E assumptions.
Actualización de narrativa • Jun 01

COR: Buybacks And New CFO Will Support Long Term Upside

Analysts now estimate Cencora's fair value at $356.83 per share, down from $373.08. This change reflects updated assumptions around slightly slower revenue growth, a modestly lower profit margin outlook, and a small shift in future P/E expectations.
Nueva narrativa • May 09

Specialty And AI Investments Will Shape A Stable Yet Constrained Future Trajectory

Catalysts About Cencora Cencora is a pharmaceutical services company that supports manufacturers, health systems, physician practices and pharmacies across the global pharmaceutical supply chain. What are the underlying business or industry changes driving this perspective?
Actualización de narrativa • May 08

COR: Share Repurchases And CFO Transition Will Support Long Term Upside

Analysts now estimate Cencora’s fair value at about $373, down from roughly $403. This reflects slightly higher assumed discount rates and a lower future P/E multiple, partly offset by a marginally stronger profit margin profile in their updated models.
Actualización de narrativa • Apr 24

COR: CFO Transition And Disciplined Buybacks Will Support Long-Term Upside

Analysts have trimmed their price target on Cencora by about $5 to reflect slightly updated assumptions around fair value, revenue growth, profit margins, and future P/E, while still viewing the shares through a similar overall framework. What's in the News Cencora plans a leadership change, with long serving Chief Financial Officer James F.
Actualización de narrativa • Apr 08

COR: Rare Disease Collaborations And Distribution Reach Will Support Long-Term Upside

Analysts have kept their price target for Cencora steady at $407.92, citing only very small tweaks to inputs like revenue growth, profit margin and future P/E assumptions, rather than any shift in their overall view of the business. What's in the News Cencora announced that Chief Financial Officer James F.
Actualización de narrativa • Mar 25

COR: Rare Disease Partnerships Will Support Long-Term Upside For Capital Markets Access

Analysts have adjusted their fair value estimate for Cencora to about $408 from $410, reflecting small tweaks to assumptions around the discount rate, revenue growth, profit margin, and future P/E rather than a major shift in the story. What's in the News Cencora plans for Chief Financial Officer James F.
Actualización de narrativa • Mar 10

COR: Capital Markets And Rare-Disease Services Will Support Long-Term Upside

Analysts now place Cencora's fair value at $410.00, up from $403.79. This change reflects small adjustments to revenue growth assumptions, profit margin expectations, and future P/E estimates in their models.
Actualización de narrativa • Feb 24

COR: 3PL Expansion And M&A Options Will Shape Balanced Long-Term Upside

Analysts have nudged their price target for Cencora higher to about $404 from roughly $400, citing refreshed assumptions around revenue growth, profitability and a modestly higher future P/E multiple. What's in the News Cencora is expanding its third party logistics capabilities in the United States and Europe, including adding NextPharma Logistics across Germany, Austria and Switzerland and planning a new 3PL facility in Italy in 2026, alongside increased cold chain capacity across its European network (company announcement).
Artículo de análisis • Feb 12

Cencora (NYSE:COR) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Cencora, Inc.'s ( NYSE:COR ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
Actualización de narrativa • Feb 08

COR: Buybacks And 3PL Expansion Will Support Long-Term Upside Potential

Analysts have nudged their projected fair value for Cencora to $399.80 from $396.80, citing updated assumptions around revenue growth, profit margins, the discount rate and a slightly lower future P/E multiple. What's in the News Cencora completed a share repurchase program totaling 4,895,419 shares, or 2.49% of shares, for US$1,118.1m under the buyback announced on May 1, 2024 (Buyback Tranche Update).
Actualización de narrativa • Jan 23

COR: Global 3PL Expansion And Logistics Investments Will Support Long-Term Upside

Analysts have nudged their price target on Cencora higher to about US$397 from roughly US$388. This reflects refreshed assumptions on revenue growth, profit margins and future P/E levels in their models.
Actualización de narrativa • Jan 09

COR: Global 3PL Buildout And Higher Dividend Will Support Long-Term Upside

Analysts have nudged their price target on Cencora higher to about $388, citing slightly lower modeled revenue growth, a modestly stronger profit margin, and a small uptick in assumed future P/E as key drivers of the updated view. What's in the News Cencora announced investments to expand its third party logistics capabilities in the United States and Europe, including broader specialty logistics services for pharmaceutical companies worldwide.
Actualización de narrativa • Dec 16

COR: Global 3PL Expansion And Dividend Increases Will Offset Goodwill Impairment Risks

Analysts have slightly raised their price target on Cencora, increasing fair value by about 1.8 dollars per share as they factor in marginally stronger projected revenue growth, a modestly higher long term profit margin, and a steady future earnings multiple. What's in the News Cencora is making major investments to expand its third party logistics network, including a new 500,000 square foot 3PL facility in Texas by 2028 and a tripling of ultra low and cryogenic storage capacity in the United States, to support growing demand for specialty medicines such as cell and gene therapies (company announcement).
Actualización de narrativa • Dec 02

COR: Automated Distribution Expansion And Margins Will Balance Storage And Dividend Risks

Analysts have modestly raised their price target for Cencora, increasing the estimated fair value by $2.71 to $384.79. This adjustment is based on slight improvements in profit margin expectations and valuation multiples.
Actualización de narrativa • Nov 18

COR: Automated Expansion And Margin Gains Will Offset Ongoing Legal Risks

Analysts have raised their price target for Cencora, increasing the estimated fair value from $338.29 to $382.07. They cite strengthened profit margin expectations, even though there is a slightly higher discount rate and moderated revenue growth forecasts.
Actualización de narrativa • Nov 04

COR: Ongoing Litigation Settlement And Buybacks Will Shape Healthcare Delivery Evolution

Analysts have raised their price target for Cencora by $5 to $338.29. They cite updated forecasts for slightly lower near-term revenue growth, but a stronger overall fair value assessment.
Actualización de narrativa • Sep 04

Digital Infrastructure And Specialty Services Will Redefine Healthcare Delivery

With both Cencora’s net profit margin and consensus revenue growth forecasts holding steady, analysts have maintained their price target unchanged at $333.29. What's in the News Cencora completed the repurchase of 4,895,419 shares (2.49% of shares outstanding) for $1,118.1 million under its buyback program announced in May 2024; no shares were repurchased from April to June 2025.
Artículo de análisis • Aug 09

Cencora, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

NYSE:COR 1 Year Share Price vs Fair Value Explore Cencora's Fair Values from the Community and select yours Cencora...
Seeking Alpha • Feb 25

Cencora: Great Track Record And Outlook, But Valuation Does Not Offer Upside

Summary Cencora has a solid industry position in an oligopolistic market with supernormal return ratios and solid stock price returns. 1QFY25 results, as well as the near-term outlook, are also solid, with EPS guided by management to grow in the low double digits in FY25. Moreover, the company also has a decent long-term outlook, with management as well as analysts guiding EPS to grow at an 8-12% growth rate. Despite a solid growth outlook, Cencora's valuation looks to have factored in much of these tailwinds, which has led me to issue a hold rating on the stock. Read the full article on Seeking Alpha

Previsiones de crecimiento de beneficios e ingresos

NYSE:COR - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
9/30/2028380,5513,2444,1845,17410
9/30/2027358,0312,9823,4554,69612
9/30/2026336,8933,4713,1804,32912
3/31/2026328,6802,5491,5582,276N/A
12/31/2025325,7781,6253,6074,289N/A
9/30/2025321,3331,5543,2073,875N/A
6/30/2025316,6541,8971,1421,742N/A
3/31/2025310,2321,6933,5754,110N/A
12/31/2024303,1931,396-638-119N/A
9/30/2024293,9591,5092,9983,485N/A
6/30/2024283,8311,8563,8314,311N/A
3/31/2024276,5371,8522,1122,578N/A
12/31/2023271,5791,8673,6304,086N/A
9/30/2023262,1731,7453,4533,911N/A
6/30/2023254,4251,6892,7933,249N/A
3/31/2023247,5431,6172,4472,913N/A
12/31/2022241,8051,7292,0572,550N/A
9/30/2022238,5871,6992,2072,703N/A
6/30/2022236,3251,8422,0612,548N/A
3/31/2022229,6661,7272,8513,347N/A
12/31/2021221,1011,6142,1742,627N/A
9/30/2021213,9891,5402,2282,667N/A
6/30/2021204,321-3,7442,5642,956N/A
3/31/2021196,282-3,7471,2841,660N/A
12/31/2020194,546-3,2222,6002,967N/A
9/30/2020189,894-3,4091,8372,207N/A
6/30/2020186,2871,5701,2501,581N/A
3/31/2020186,1591,5821,9432,236N/A
12/31/2019182,061649N/A2,008N/A
9/30/2019179,589855N/A2,344N/A
6/30/2019177,248956N/A2,337N/A
3/31/2019175,151930N/A2,592N/A
12/31/2018172,8661,190N/A1,880N/A
9/30/2018167,9401,658N/A1,411N/A
6/30/2018163,7631,081N/A2,126N/A
3/31/2018159,327855N/A1,059N/A
12/31/2017155,441979N/A1,945N/A
9/30/2017153,144364N/A1,504N/A
6/30/2017151,584855N/A1,478N/A
3/31/2017149,7591,154N/A1,915N/A
12/31/2016148,3101,346N/A1,997N/A
9/30/2016146,8501,428N/A3,178N/A
6/30/2016144,7591,643N/A2,986N/A
3/31/2016142,1111,508N/A3,916N/A
12/31/2015139,082391N/A3,777N/A
9/30/2015135,962-138N/A3,922N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (5.9% al año) de COR es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (5.9% al año) de COR crezcan menos que el mercado US (17.1% al año).

Beneficios de alto crecimiento: Se prevé que los beneficios de COR crezcan, pero no significativamente.

Ingresos vs. Mercado: Se prevé que los ingresos (5.6% al año) de COR crezcan más despacio que el mercado de US (12.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 5.6% al año) de COR crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de COR sea muy elevada dentro de 3 años (53.6%).

Descubre empresas en crecimiento

7D

1Y

7D

1Y

7D

1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/26 21:23
Precio de las acciones al final del día2026/07/24 00:00
Beneficios2026/03/31
Ingresos anuales2025/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Cencora, Inc. está cubierta por 30 analistas. 12 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
David ToungArgus Research Company
Eric ColdwellBaird
Glen SantangeloBarclays