Cencora, Inc.

NYSE:COR 株式レポート

時価総額：US$51.5b

Cencora 将来の成長

Future 基準チェック /26

Cencora利益と収益がそれぞれ年間5.9%と5.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に53.8% 9.2%なると予測されています。

主要情報

5.9%

収益成長率

9.20%

EPS成長率

Healthcare 収益成長18.3%
収益成長率5.6%
将来の株主資本利益率53.80%
アナリストカバレッジ

Good

最終更新日21 May 2026

今後の成長に関する最新情報

分析記事 • 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

新しいナラティブ • 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?
ナラティブの更新 • 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.
Seeking Alpha • May 07

Cencora Earnings Review: The Selloff Was Overdone In My View

Summary Cencora reported Q2 results with 3.8% revenue growth and a 129% EPS increase, but shares fell sharply, apparently due to a revenue miss. Despite a forward P/E of ~14 and manageable debt, COR faces thin margins, client concentration risks, and headwinds from biosimilars and drug price reductions. Management remains confident, targeting $3B in free cash flow and $1B in share repurchases for 2026, with ongoing M&A to expand specialty services. I view the recent sell-off as an overreaction, presenting a 'buy the dip' opportunity given COR's robust fundamentals and undervaluation. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
分析記事 • 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...
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
分析記事 • 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

業績と収益の成長予測

NYSE:COR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
9/30/2028381,8803,2444,1845,1749
9/30/2027358,8672,9823,4554,69612
9/30/2026337,6723,4743,1174,43912
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
6/30/2015132,080-431N/A3,591N/A

アナリストによる今後の成長予測

収入対貯蓄率: CORの予測収益成長率 (年間5.9% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CORの収益 ( 5.9% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: CORの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: CORの収益 ( 5.6% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: CORの収益 ( 5.6% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CORの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 53.8 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 16:08
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Cencora, Inc. 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
David ToungArgus Research Company
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Glen SantangeloBarclays