Cencora Toekomstige groei
Future criteriumcontroles 2/6
Cencora zal naar verwachting groeien in winst en omzet met respectievelijk 5.6% en 5.6% per jaar. De winst per aandeel zal naar verwachting groeien met 8.9% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 53.8% zijn.
Belangrijke informatie
5.6%
Groei van de winst
8.91%
Groei van de winst per aandeel
| Healthcare winstgroei | 18.4% |
| Inkomstengroei | 5.6% |
| Toekomstig rendement op eigen vermogen | 53.80% |
| Dekking van analisten | Good |
| Laatst bijgewerkt | 22 May 2026 |
Recente toekomstige groei-updates
Recent updates
Nieuw narratief • 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?
Narratiefupdate • 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 AlphaNarratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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 AlphaWinst- en omzetgroeiprognoses
| Datum | Inkomsten | Inkomsten | Vrije kasstroom | Geldmiddelen uit operationele activiteiten | Gem. Aantal analisten |
|---|---|---|---|---|---|
| 9/30/2028 | 381,880 | 3,244 | 4,184 | 5,174 | 9 |
| 9/30/2027 | 358,867 | 2,982 | 3,455 | 4,696 | 12 |
| 9/30/2026 | 337,672 | 3,607 | 3,117 | 4,439 | 12 |
| 3/31/2026 | 328,680 | 2,549 | 1,558 | 2,276 | N/A |
| 12/31/2025 | 325,778 | 1,625 | 3,607 | 4,289 | N/A |
| 9/30/2025 | 321,333 | 1,554 | 3,207 | 3,875 | N/A |
| 6/30/2025 | 316,654 | 1,897 | 1,142 | 1,742 | N/A |
| 3/31/2025 | 310,232 | 1,693 | 3,575 | 4,110 | N/A |
| 12/31/2024 | 303,193 | 1,396 | -638 | -119 | N/A |
| 9/30/2024 | 293,959 | 1,509 | 2,998 | 3,485 | N/A |
| 6/30/2024 | 283,831 | 1,856 | 3,831 | 4,311 | N/A |
| 3/31/2024 | 276,537 | 1,852 | 2,112 | 2,578 | N/A |
| 12/31/2023 | 271,579 | 1,867 | 3,630 | 4,086 | N/A |
| 9/30/2023 | 262,173 | 1,745 | 3,453 | 3,911 | N/A |
| 6/30/2023 | 254,425 | 1,689 | 2,793 | 3,249 | N/A |
| 3/31/2023 | 247,543 | 1,617 | 2,447 | 2,913 | N/A |
| 12/31/2022 | 241,805 | 1,729 | 2,057 | 2,550 | N/A |
| 9/30/2022 | 238,587 | 1,699 | 2,207 | 2,703 | N/A |
| 6/30/2022 | 236,325 | 1,842 | 2,061 | 2,548 | N/A |
| 3/31/2022 | 229,666 | 1,727 | 2,851 | 3,347 | N/A |
| 12/31/2021 | 221,101 | 1,614 | 2,174 | 2,627 | N/A |
| 9/30/2021 | 213,989 | 1,540 | 2,228 | 2,667 | N/A |
| 6/30/2021 | 204,321 | -3,744 | 2,564 | 2,956 | N/A |
| 3/31/2021 | 196,282 | -3,747 | 1,284 | 1,660 | N/A |
| 12/31/2020 | 194,546 | -3,222 | 2,600 | 2,967 | N/A |
| 9/30/2020 | 189,894 | -3,409 | 1,837 | 2,207 | N/A |
| 6/30/2020 | 186,287 | 1,570 | 1,250 | 1,581 | N/A |
| 3/31/2020 | 186,159 | 1,582 | 1,943 | 2,236 | N/A |
| 12/31/2019 | 182,061 | 649 | N/A | 2,008 | N/A |
| 9/30/2019 | 179,589 | 855 | N/A | 2,344 | N/A |
| 6/30/2019 | 177,248 | 956 | N/A | 2,337 | N/A |
| 3/31/2019 | 175,151 | 930 | N/A | 2,592 | N/A |
| 12/31/2018 | 172,866 | 1,190 | N/A | 1,880 | N/A |
| 9/30/2018 | 167,940 | 1,658 | N/A | 1,411 | N/A |
| 6/30/2018 | 163,763 | 1,081 | N/A | 2,126 | N/A |
| 3/31/2018 | 159,327 | 855 | N/A | 1,059 | N/A |
| 12/31/2017 | 155,441 | 979 | N/A | 1,945 | N/A |
| 9/30/2017 | 153,144 | 364 | N/A | 1,504 | N/A |
| 6/30/2017 | 151,584 | 855 | N/A | 1,478 | N/A |
| 3/31/2017 | 149,759 | 1,154 | N/A | 1,915 | N/A |
| 12/31/2016 | 148,310 | 1,346 | N/A | 1,997 | N/A |
| 9/30/2016 | 146,850 | 1,428 | N/A | 3,178 | N/A |
| 6/30/2016 | 144,759 | 1,643 | N/A | 2,986 | N/A |
| 3/31/2016 | 142,111 | 1,508 | N/A | 3,916 | N/A |
| 12/31/2015 | 139,082 | 391 | N/A | 3,777 | N/A |
| 9/30/2015 | 135,962 | -138 | N/A | 3,922 | N/A |
| 6/30/2015 | 132,080 | -431 | N/A | 3,591 | N/A |
Toekomstige groeivoorspellingen analisten
Verdiensten versus spaarpercentage: De verwachte winstgroei COR ( 5.6% per jaar) ligt boven de spaarquote ( 3.5% ).
Winst versus markt: De winst van COR ( 5.6% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 16.8% per jaar).
Hoge groeiwinsten: De winst van COR zal naar verwachting groeien, maar niet aanzienlijk.
Omzet versus markt: De omzet van COR ( 5.6% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 11.7% per jaar).
Hoge groei-inkomsten: De omzet van COR ( 5.6% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.
Groeiprognoses winst per aandeel
Toekomstig rendement op eigen vermogen
Toekomstige ROE: Het rendement op eigen vermogen COR zal naar verwachting over 3 jaar zeer hoog zijn ( 53.8 %).
Ontdek groeibedrijven
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/24 06:10 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/09/30 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Cencora, Inc. wordt gevolgd door 32 analisten. 12 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| David Toung | Argus Research Company |
| Eric Coldwell | Baird |
| Glen Santangelo | Barclays |