Cencora, Inc.

NYSE:COR 주식 리포트

시가총액: US$51.5b

Cencora 향후 성장

Future 기준 점검 2/6

Cencora (는) 각각 연간 5.9% 및 5.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 53.8% 로 예상됩니다.

핵심 정보

5.9%

이익 성장률

9.20%

EPS 성장률

Healthcare 이익 성장18.3%
매출 성장률5.6%
향후 자기자본이익률53.80%
애널리스트 커버리지

Good

마지막 업데이트21 May 2026

최근 향후 성장 업데이트

분석 기사 • 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

새로운 내러티브 • 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?
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
분석 기사 • 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...
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
분석 기사 • 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

이익 및 매출 성장 예측

NYSE:COR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
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

애널리스트 향후 성장 전망

수입 대 저축률: COR 의 연간 예상 수익 증가율(5.9%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: COR 의 연간 수익(5.9%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: COR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: COR 의 수익(연간 5.6%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: COR 의 수익(연간 5.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: COR의 자본 수익률은 3년 후 53.8%로 매우 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 08:53
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
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분석가 컨센서스 추정치+3년
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시장 가격30년
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지분 구조10년
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경영진10년
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분석가 소스

Cencora, Inc.는 32명의 분석가가 다루고 있습니다. 이 중 12명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David ToungArgus Research Company
Eric ColdwellBaird
Glen SantangeloBarclays