Cencora Gelecekteki Büyüme
Future kriter kontrolleri 2/6
Cencora kazanç ve gelirin sırasıyla yıllık 5.9% ve 5.6% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 9.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 53.8% olacağı tahmin edilmektedir.
Anahtar bilgiler
5.9%
Kazanç büyüme oranı
9.20%
EPS büyüme oranı
| Healthcare kazanç büyümesi | 18.3% |
| Gelir büyüme oranı | 5.6% |
| Gelecekteki özkaynak getirisi | 53.80% |
| Analist kapsamı | Good |
| Son güncelleme | 21 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Yeni Anlatı • 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?
Anlatı Güncellemesi • 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 AlphaAnlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Analiz Makalesi • 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...Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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).Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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 AlphaKazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 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 | 3,474 | 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 |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: COR 'nin tahmini kazanç büyümesi (yıllık 5.9% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: COR şirketinin kazançlarının (yıllık 5.9% ) US pazarından (yıllık 16.7% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: COR şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: COR şirketinin gelirinin (yıllık 5.6% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.
Yüksek Büyüme Geliri: COR şirketinin gelirinin (yıllık 5.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: COR 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 53.8 %).
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/21 16:05 |
| Gün Sonu Hisse Fiyatı | 2026/05/21 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/09/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Cencora, Inc. 32 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| David Toung | Argus Research Company |
| Eric Coldwell | Baird |
| Glen Santangelo | Barclays |