McKesson and Cardinal Health announced an agreement to extend their partnership with CVS through June 2032. McKesson serves CVS mail-order and specialty pharmacies, and Cardinal serves CVS retail pharmacies. Shares for both firms are up a mid-single-digit percentage.
McKesson distributes pharmaceutical products to nearly one third of the industry, leading to substantial negotiation leverage with generic drug manufacturers.
Scrutiny from the public and politicians over exorbitant branded and specialty drug list prices could result in lower price inflation long term, slowing McKesson’s top-line growth.
|
Metric
|
MCK
|
CAH
|
MDLN
|
|---|---|---|---|
Price/Earnings (Normalized) | 22.02 | 20.43 | 73.26 |
Price/Book Value | — | — | 2.65 |
Price/Sales | 0.27 | 0.21 | 1.56 |
Price/Cash Flow | 17.90 | 15.52 | 17.97 |
|
Metric
|
MCK
|
CAH
|
MDLN
|
|---|---|---|---|
Quick Ratio | 0.50 | 0.43 | 2.34 |
Current Ratio | 0.89 | 0.88 | 4.33 |
Interest Coverage | 23.83 | 7.25 | 2.40 |
|
Metric
|
MCK
|
CAH
|
MDLN
|
|---|---|---|---|
Return on Assets (Normalized) | 5.95% | 4.62% | 2.60% |
Return on Equity (Normalized) | — | — | 14.71% |
Return on Invested Capital (Normalized) | 56.43% | 46.33% | 4.62% |
|
1-Day Chart
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Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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COR
| LOCK|L@V&P$ | LOCK|@D#m | $59B | |||
| Cardinal Health Inc
CAH
| LOCK|Gt&>!> | LOCK|^s##g | $53B | |||
| Sigma Healthcare Ltd
SIGGF
| — | LOCK|j#&?P | $21B | |||
| Henry Schein Inc
HSIC
| LOCK|s@L&$nh | LOCK|>B%#Z | $9B | |||
| Shanghai Pharmaceuticals Holding Co Ltd ADR
SHPMY
| — | LOCK|@L | $8B | |||
| Sinopharm Group Co Ltd ADR
SHTDY
| — | LOCK|<x& | $6B | |||
| Sinopharm Group Co Ltd
SHTDF
| — | LOCK|^%# | $6B | |||
| Galenica Ltd
GALNF
| — | LOCK|wMq> | $5B | |||
| Medipal Holdings Corp
MEPDF
| — | LOCK|&%V | $4B |
United States