McKesson Yönetim
Yönetim kriter kontrolleri 2/4
McKesson CEO'su Brian Tyler, Apr2019 tarihinde atandı, in görev süresi 7.42 yıldır. in toplam yıllık tazminatı $ 24.21M olup, şirket hissesi ve opsiyonları dahil olmak üzere 6.6% maaş ve 93.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.005% ine doğrudan sahiptir ve bu hisseler $ 5.45M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.5 yıl ve 4.7 yıldır.
Anahtar bilgiler
Brian Tyler
İcra Kurulu Başkanı
US$24.2m
Toplam tazminat
| CEO maaş yüzdesi | 6.57% |
| CEO görev süresi | 7.4yrs |
| CEO sahipliği | 0.005% |
| Yönetim ortalama görev süresi | 4.5yrs |
| Yönetim Kurulu ortalama görev süresi | 4.7yrs |
Son yönetim güncellemeleri
Recent updates
Seeking Alpha • Aug 08
McKesson: Solid Q1 Earnings And Management Execution (Rating Upgrade)
Summary McKesson delivered strong Q1 results, with EPS up 20% and revenues rising 7.7% while modestly raising FY27 EPS guidance. I see GLP-1-driven momentum decelerating alongside a broader dip in the company's top-line growth profile. The Wellverse spin-off and prior divestitures are streamlining MCK, potentially justifying a premium multiple versus peers. While the valuation isn't overly attractive, management is executing well, and I'm upgrading shares to a hold rating today. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Aug 06
MCK: Biosimilar Co Manufacturing Optionality Will Drive Future Defensive Haven Appeal
McKesson's analyst fair value estimate has been raised from $941.40 to $980.80 as analysts factor in higher Street price targets and updated models that reference recent quarterly results, peer multiple moves, and shifting assumptions on long term P/E and profitability. Analyst Commentary Recent Street research on McKesson points to a mixed but generally constructive view on valuation and execution, with several firms revising price targets following quarterly updates and changes in sector assumptions.Anlatı Güncellemesi • Jun 25
MCK: Biosimilar Co Manufacturing Optionality Will Shape Future Haven Appeal
McKesson's analyst price target has been trimmed to $941 from $950, reflecting analysts' slightly more conservative assumptions around policy, biosimilar, and GLP-1 uncertainties, while still incorporating potential long-term benefits from areas such as biosimilar co-manufacturing. Analyst Commentary Recent Street research on McKesson points to a mixed but engaged view of the stock, with several firms revising price targets and reassessing assumptions around policy risk, biosimilars, and GLP 1 exposure.Analiz Makalesi • Jun 17
McKesson (MCK) Stock Could Be 17.3% Undervalued After Loan Deal And Buybacks
McKesson (MCK) stock is in focus after a cluster of recent moves, including a US$2.25b senior secured term loan maturing in 2032, a minority sale in Medical-Surgical Solutions and ongoing share repurchases. See our latest analysis for McKesson. After a weaker quarter and a pullback that left the 90 day share price return down 14.66% and the year to date share price return down 4.62%, McKesson still has a 1 year total shareholder return of 8.87% and a very large 5 year total shareholder...Anlatı Güncellemesi • Jun 06
MCK: Medical Surgical Spin Off And Biosimilar Manufacturing Will Shape Future Haven Appeal
McKesson's analyst price target has been trimmed by about $2 to $949.73 as analysts recalibrate their fair value and future P/E assumptions following a recent cluster of target cuts and one increase across major research firms. Analyst Commentary Bullish Takeaways Bullish analysts have recently lifted their targets in some cases, suggesting they still see upside potential relative to current execution and long term growth initiatives.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.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 AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$5b |
| Mar 31 2026 | US$24m | US$2m | US$5b |
| Dec 31 2025 | n/a | n/a | US$4b |
| Sep 30 2025 | n/a | n/a | US$4b |
| Jun 30 2025 | n/a | n/a | US$3b |
| Mar 31 2025 | US$20m | US$2m | US$3b |
| Dec 31 2024 | n/a | n/a | US$3b |
| Sep 30 2024 | n/a | n/a | US$3b |
| Jun 30 2024 | n/a | n/a | US$3b |
| Mar 31 2024 | US$19m | US$1m | US$3b |
| Dec 31 2023 | n/a | n/a | US$3b |
| Sep 30 2023 | n/a | n/a | US$3b |
| Jun 30 2023 | n/a | n/a | US$4b |
| Mar 31 2023 | US$20m | US$1m | US$4b |
| Dec 31 2022 | n/a | n/a | US$3b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | US$18m | US$1m | US$1b |
| Dec 31 2021 | n/a | n/a | US$1b |
| Sep 30 2021 | n/a | n/a | -US$5b |
| Jun 30 2021 | n/a | n/a | -US$4b |
| Mar 31 2021 | US$15m | US$1m | -US$5b |
| Dec 31 2020 | n/a | n/a | -US$4b |
| Sep 30 2020 | n/a | n/a | US$2b |
| Jun 30 2020 | n/a | n/a | US$922m |
| Mar 31 2020 | US$15m | US$1m | US$906m |
Tazminat ve Piyasa: Brian 'nin toplam tazminatı ($USD 24.21M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 14.74M ).
Tazminat ve Kazançlar: Brian 'in maaşı son bir yılda %20'den fazla arttı.
CEO
Brian Tyler (59 yo)
7.4yrs
Görev süresi
US$24,213,044
Tazminat
Mr. Brian S. Tyler, Ph D., has been an Independent Director at Republic Services, Inc. since April 1, 2021. He served as Chairman of Supervisory Board at McKesson Europe AG since August 9, 2018 until 2022....
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Chairman | 7.4yrs | US$24.21m | 0.0053% $ 5.5m | |
| Executive VP & Chief Legal Officer | 2.7yrs | US$5.60m | 0.0029% $ 3.0m | |
| Executive VP & Chief Human Resources Officer | 3.8yrs | US$4.25m | 0.0041% $ 4.3m | |
| Executive VP & CFO | less than a year | Veri yok | Veri yok | |
| Senior VP | 4.5yrs | Veri yok | 0.00054% $ 559.8k | |
| Senior Vice President of Corporate Finance | no data | Veri yok | Veri yok | |
| Executive VP | 3yrs | Veri yok | 0.0053% $ 5.5m | |
| Head of Investor Relations | no data | Veri yok | Veri yok | |
| Executive VP & Group President of North American Pharmaceutical Services | 7.4yrs | Veri yok | Veri yok | |
| President of Medical-Surgical | 4.7yrs | Veri yok | Veri yok | |
| Senior Vice President of Taxes | no data | Veri yok | Veri yok | |
| Senior Vice President of Finance Operations | 4.5yrs | Veri yok | Veri yok |
4.5yrs
Ortalama Görev Süresi
53yo
Ortalama Yaş
Deneyimli Yönetim: MCK 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.5 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Chairman | 7.4yrs | US$24.21m | 0.0053% $ 5.5m | |
| Independent Director | 6.9yrs | US$355.19k | 0.00050% $ 518.3k | |
| Lead Independent Director | 8yrs | US$360.19k | 0.00080% $ 829.3k | |
| Independent Director | 2.3yrs | US$335.19k | Veri yok | |
| Independent Director | 4.7yrs | US$335.19k | Veri yok | |
| Independent Director | 4.4yrs | US$335.19k | Veri yok | |
| Independent Director | 1.7yrs | US$354.19k | Veri yok | |
| Independent Director | 4.7yrs | US$335.19k | 0.00050% $ 518.3k | |
| Independent Director | 2.7yrs | US$355.19k | 0.000010% $ 10.4k | |
| Independent Director | 8.4yrs | US$355.19k | 0% $ 0 | |
| Independent Director | 1.7yrs | US$354.19k | Veri yok |
4.7yrs
Ortalama Görev Süresi
67yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: MCK 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.7 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/09 04:25 |
| Gün Sonu Hisse Fiyatı | 2026/09/09 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2026/03/31 |
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 |
|
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| 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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan 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
McKesson Corporation 33 Bu analistlerden 15, 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 |