McKesson（MCK）株式概要
マッケソン・コーポレーションは、米国内外でヘルスケアサービスを提供している。 詳細
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Analyst Price Targets
McKesson Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$766.50 |
| 52週高値 | US$999.00 |
| 52週安値 | US$637.00 |
| ベータ | 0.36 |
| 1ヶ月の変化 | -8.99% |
| 3ヶ月変化 | -19.10% |
| 1年変化 | 7.86% |
| 3年間の変化 | 93.86% |
| 5年間の変化 | 294.47% |
| IPOからの変化 | 4,545.45% |
最新ニュース
ナラティブの更新 • 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.分析記事 • 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 Alphaナラティブの更新 • 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.Recent updates
ナラティブの更新 • 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.分析記事 • 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 Alphaナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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 AlphaSeeking Alpha • Jul 04
McKesson Corporation: An Interesting Health Giant With A Hidden Gem
Summary McKesson Corporation is a large player in the medical space, with a market capitalization of $75.86 billion. The company has shown attractive top-line growth, but bottom-line results have been disappointing. The most interesting segment of the business is the Prescription Technology Solutions segment, showing impressive growth and profitability. Read the full article on Seeking Alpha株主還元
| MCK | US Healthcare | US 市場 | |
|---|---|---|---|
| 7D | 2.6% | -2.8% | -0.8% |
| 1Y | 7.9% | 14.6% | 27.1% |
業界別リターン: MCK過去 1 年間で14.6 % の収益を上げたUS Healthcare業界を下回りました。
リターン対市場: MCKは、過去 1 年間で27.1 % のリターンを上げたUS市場を下回りました。
価格変動
| MCK volatility | |
|---|---|
| MCK Average Weekly Movement | 3.6% |
| Healthcare Industry Average Movement | 7.5% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: MCK 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MCKの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1833 | 42,300 | Brian Tyler | www.mckesson.com |
マッケソン・コーポレーションは米国および海外でヘルスケアサービスを提供している。4つのセグメントを通じて事業を展開：北米医薬品事業、オンコロジー＆マルチスペシャリティ事業、プリスクリプション・テクノロジー・ソリューションズ事業、メディカル・サージカル・ソリューションズ事業。ブランド医薬品、ジェネリック医薬品、特殊医薬品、バイオシミラー医薬品、一般用医薬品、その他ヘルスケア関連製品の販売、小売薬局、病院、長期ケアセンター、クリニック、医療機関への製品の配送、メーカーへの物流・流通サービスの提供などを行っている。また、コンサルティング、アウトソーシング、技術、その他のサービスを提供するほか、薬局向けの財務・業務・臨床ソリューションの販売、InspiroGene社による遺伝子治療、診療コンサルティング、ワクチン流通サービス、技術ソリューション、がんおよび専門医療を改善するための研究、洞察、技術、サービスも提供している。さらに同社は、患者、薬局、医療提供者、薬局給付管理者、医療保険制度、バイオ製薬会社などを結ぶ医療横断的な取り組みにより、患者の薬へのアクセス、薬価、服薬アドヒアランスの課題解決を支援している。さらに、電子事前承認、処方箋価格の透明性、ベネフィット・インサイト、調剤支援サービス、患者登録、サードパーティー・ロジスティクス、卸売流通支援などのテクノロジー・サービス、医療外科用品、検査機器、医薬品流通、ロジスティクス、その他のサービスを、医院、手術センター、病院基準検査室、介護施設、ホスピス、在宅医療機関、政府施設、オンライン・マーケットプレイス、小売業者などの医療提供者に提供している。マッケソン・コーポレーションは1833年に設立され、テキサス州アービングに本社を置く。
McKesson Corporation 基礎のまとめ
| MCK 基礎統計学 | |
|---|---|
| 時価総額 | US$90.72b |
| 収益（TTM） | US$4.76b |
| 売上高(TTM) | US$403.43b |
19.3x
PER（株価収益率0.2x
P/SレシオMCK は割高か？
公正価値と評価分析を参照収益と収入
| MCK 損益計算書（TTM） | |
|---|---|
| 収益 | US$403.43b |
| 売上原価 | US$388.90b |
| 売上総利益 | US$14.53b |
| その他の費用 | US$9.77b |
| 収益 | US$4.76b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 39.62 |
| グロス・マージン | 3.60% |
| 純利益率 | 1.18% |
| 有利子負債／自己資本比率 | -780.5% |
MCK の長期的なパフォーマンスは？
過去の実績と比較を見る| McKesson 配当日 | |
|---|---|
| 配当落ち日 | Jun 01 2026 |
| 配当支払日 | Jul 01 2026 |
| 配当落ちまでの日数 | 10 days |
| 配当支払日までの日数 | 40 days |
MCK 配当は確実ですか？
MCK 配当履歴とベンチマークを見る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 11:29 |
| 終値 | 2026/05/21 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2026/03/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
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
McKesson Corporation 15 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。33
| アナリスト | 機関 |
|---|---|
| David Toung | Argus Research Company |
| Eric Coldwell | Baird |
| Lawrence Marsh | Barclays |