McKesson Corporation

NYSE:MCK 주식 리포트

시가총액: US$90.7b

McKesson 향후 성장

Future 기준 점검 2/6

McKesson (는) 각각 연간 8.7% 및 6.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 12.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 138.8% 로 예상됩니다.

핵심 정보

8.7%

이익 성장률

12.06%

EPS 성장률

Healthcare 이익 성장18.3%
매출 성장률6.8%
향후 자기자본이익률138.76%
애널리스트 커버리지

Good

마지막 업데이트13 May 2026

최근 향후 성장 업데이트

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...

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 Alpha
내러티브 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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

이익 및 매출 성장 예측

NYSE:MCK - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
3/31/2029499,3256,0516,5547,46911
3/31/2028463,9395,4246,0987,01415
3/31/2027431,6464,9264,6875,54315
3/31/2026403,4304,7625,4106,155N/A
12/31/2025397,9584,3409,64410,482N/A
9/30/2025387,0944,0336,0086,867N/A
6/30/2025377,5953,1645,6666,547N/A
3/31/2025359,0513,2955,2266,085N/A
12/31/2024344,5832,8261,6342,484N/A
9/30/2024330,1872,5364,3135,121N/A
6/30/2024313,7512,9593,2563,986N/A
3/31/2024308,9513,0023,6274,314N/A
12/31/2023301,5062,9982,8923,492N/A
9/30/2023291,0983,4874,3064,906N/A
6/30/2023284,0403,7554,4665,048N/A
3/31/2023276,7113,5634,6015,159N/A
12/31/2022273,9033,1464,1904,721N/A
9/30/2022272,0272,0613,9524,430N/A
6/30/2022268,4461,3964,6395,115N/A
3/31/2022263,9661,1193,8994,434N/A
12/31/2021257,0061,4154,3234,917N/A
9/30/2021250,991-4,8044,0984,753N/A
6/30/2021245,223-4,4943,2993,982N/A
3/31/2021238,228-4,5383,9014,542N/A
12/31/2020237,621-4,1895,2315,826N/A
9/30/2020234,1942,2283,9054,492N/A
6/30/2020231,0029222,8513,363N/A
3/31/2020231,0519063,8684,374N/A
12/31/2019224,945-905N/A3,615N/A
9/30/2019221,981-626N/A3,559N/A
6/30/2019217,440601N/A5,046N/A
3/31/2019214,31933N/A4,036N/A
12/31/2018213,518-319N/A3,165N/A
9/30/2018210,927113N/A3,324N/A
6/30/2018209,913-384N/A2,543N/A
3/31/2018208,35762N/A4,345N/A
12/31/2017205,4424,805N/A2,756N/A
9/30/2017201,9554,539N/A3,155N/A
6/30/2017199,8514,846N/A3,626N/A
3/31/2017198,5335,194N/A4,744N/A
12/31/2016196,4982,051N/A6,415N/A
9/30/2016194,2672,044N/A5,349N/A
6/30/2016193,0712,359N/A5,077N/A
3/31/2016190,8842,290N/A3,672N/A
12/31/2015189,1312,237N/A2,449N/A
9/30/2015187,7162,090N/A4,198N/A
6/30/2015183,1151,950N/A3,384N/A

애널리스트 향후 성장 전망

수입 대 저축률: MCK 의 연간 예상 수익 증가율(8.7%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: MCK 의 연간 수익(8.7%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.

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

수익 대 시장: MCK 의 수익(연간 6.8%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: MCK 의 수익(연간 6.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: MCK의 자본 수익률은 3년 후 138.8%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 04:50
종가2026/05/21 00:00
수익2026/03/31
연간 수익2026/03/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

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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.

분석가기관
David ToungArgus Research Company
Eric ColdwellBaird
Lawrence MarshBarclays