McKesson (MCK) 주식 개요
맥케슨은 미국 및 전 세계에서 의료 서비스를 제공합니다. 자세히 보기
MCK Community Fair Values
Create NarrativeSee what 91 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
McKesson Corporation 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$766.50 |
| 52주 최고가 | US$999.00 |
| 52주 최저가 | US$637.00 |
| 베타 | 0.36 |
| 1개월 변동 | -8.99% |
| 3개월 변동 | -19.10% |
| 1년 변동 | 7.86% |
| 3년 변동 | 93.86% |
| 5년 변동 | 294.47% |
| IPO 이후 변동 | 4,545.45% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.분석 기사 • 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 Alpha내러티브 업데이트 • 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
내러티브 업데이트 • 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.분석 기사 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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 Alpha주주 수익률
| MCK | US Healthcare | US 시장 | |
|---|---|---|---|
| 7D | 2.6% | -2.8% | -0.3% |
| 1Y | 7.9% | 12.5% | 26.7% |
수익률 대 산업: MCK은 지난 1년 동안 12.5%의 수익을 기록한 US Healthcare 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: MCK은 지난 1년 동안 26.7%를 기록한 US 시장보다 저조한 성과를 냈습니다.
주가 변동성
| MCK volatility | |
|---|---|
| MCK Average Weekly Movement | 3.6% |
| Healthcare Industry Average Movement | 7.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: MCK는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: MCK의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1833 | 42,300 | Brian Tyler | www.mckesson.com |
맥케슨 코퍼레이션은 미국 및 전 세계에 의료 서비스를 제공합니다. 이 회사는 네 가지 부문으로 운영됩니다: 북미 제약, 종양학 및 멀티 스페셜티, 처방 기술 솔루션, 의료-수술 솔루션입니다. 이 회사는 브랜드 의약품, 일반 의약품, 전문의약품, 바이오시밀러 및 일반의약품, 기타 헬스케어 관련 제품을 유통하고, 소매 약국, 병원, 장기 요양 센터, 클리닉 및 기관에 제품을 공급하며, 제조업체를 위한 물류 및 유통 서비스를 제공합니다.
McKesson Corporation 기초 지표 요약
| MCK 기초 통계 | |
|---|---|
| 시가총액 | US$90.72b |
| 순이익 (TTM) | US$4.76b |
| 매출 (TTM) | US$403.43b |
19.3x
주가수익비율(P/E)0.2x
주가매출비율(P/S)MCK는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| MCK 손익계산서 (TTM) | |
|---|---|
| 매출 | US$403.43b |
| 매출원가 | US$388.90b |
| 총이익 | US$14.53b |
| 기타 비용 | US$9.77b |
| 순이익 | US$4.76b |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 39.62 |
| 총이익률 | 3.60% |
| 순이익률 | 1.18% |
| 부채/자본 비율 | -780.5% |
MCK의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| McKesson 배당 일정 | |
|---|---|
| 배당락일 | Jun 01 2026 |
| 배당 지급일 | Jul 01 2026 |
| 배당락일까지 남은 일수 | 10 days |
| 배당 지급일까지 남은 일수 | 40 days |
MCK는 안정적으로 배당을 지급합니까?
MCK 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/21 22:31 |
| 종가 | 2026/05/21 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2026/03/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
McKesson Corporation는 33명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Toung | Argus Research Company |
| Eric Coldwell | Baird |
| Lawrence Marsh | Barclays |