Profil de l'entreprise · Healthcare

McKesson Corporation

MCK · États-Unis
Bourse
États-Unis
Pays / Région
USA
Date d'introduction en bourse
15 novembre 1994
Effectif
41 600
Cours actuel
$850.06
En direct · 27 juillet 2026
Achat raisonnable
≤ $720
Point d'entrée avec marge de sécurité
Score de croissance Baillie
44/100
Faible
Valeur intrinsèque · Fourchette en trois niveaux Cours actuel $850.06 En direct · Dans la fourchette de valeur intrinsèque raisonnable

Fourchette de valorisation composite · prudent $680–$760 / raisonnable $820–$980 / optimiste $1,080–$1,200. À $850.06, Dans la fourchette de valeur intrinsèque raisonnable.

À la publication $766.08 (26 mai 2026)

Capitalisation96,53 Md $US
Chiffre d'affaires (TTM)403,43 Md $US
EBITDA6,88 Md $US
Marge nette1,18 %
ROE0 %
PER (TTM)21,93
PER prévisionnel18,62
PEG1,61
BPA38,34 $US
Rendement du dividende0,38 %
Fourchette sur 52 semaines634,42 $US – 997,90 $US
Objectif de cours des analystes945,47 $US
Recommandation des analystes4.3 / 5

Données EODHD, présentées dans la devise de reporting ; à titre indicatif uniquement, ne constitue pas un conseil en investissement.

McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: North American Pharmaceutical, Oncology & Multispecialty, Prescription Technology Solutions, and Medical-Surgical Solutions. The company distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products; delivers products to retail pharmacies, hospitals, long-term care centers, clinics, and institutions; and provides logistics and distribution services for manufacturers. It also provides consulting, outsourcing, technological, and other services, as well as sells financial, operational, and clinical solutions to pharmacies; gene therapy with InspiroGene, practice consulting, and vaccine distribution services; and technology solutions, as well as research, insights, technologies, and services to improve cancer and specialty care. In addition, the company helps in solving medication access, affordability, and adherence challenges for patients by working across healthcare to connect patients, pharmacies, providers, pharmacy benefit managers, health plans, and biopharma companies. Further, it offers technology services, which includes electronic prior authorization, prescription price transparency, benefit insight, dispensing support services, patient enrollment, third-party logistics, and wholesale distribution support; medical-surgical supplies, laboratory equipment, pharmaceutical distribution, logistics, and other services to healthcare providers, including physician offices, surgery centers, and hospital reference labs, nursing homes, hospice and home health care agencies, government facilities ,and online marketplaces and retailers. McKesson Corporation was founded in 1833 and is headquartered in Irving, Texas.

Historique

McKesson Corporation was founded in 1833 and is headquartered in Irving, Texas. The company completed its IPO on November 15, 1994. It is organized into four reporting segments: North American Pharmaceutical, Oncology & Multispecialty, Prescription Technology Solutions, and Medical-Surgical Solutions. More recently, McKesson has pursued acquisitions including PRISM Vision (about $875 million) and Core Ventures (about $2.5 billion in cash plus roughly $700 million of redeemable minority interest), and is preparing to spin off its Medical-Surgical Solutions business, under which the Apollo fund is to acquire an approximately 13% minority stake for about $1.25 billion. Effective May 1, 2026, Brian Tyler also serves as Chairman in addition to his CEO role.

Position dans le secteur

McKesson is one of the major U.S. pharmaceutical distribution oligopolists. Research cited in the report indicates that about 92% of U.S. prescription drugs flow through wholesalers, and that McKesson, AmerisourceBergen/Cencora, and Cardinal Health together account for more than 90% of U.S. pharmaceutical wholesale distribution; the company's own 10-K names Cencora and Cardinal Health as its principal competitors. In FY2026, McKesson reported revenue of $403.4 billion, with North American Pharmaceutical at $336.7 billion, Oncology & Multispecialty at $48.4 billion, Prescription Technology Solutions at $5.8 billion, and Medical-Surgical at $11.5 billion. Customer concentration is high: its top ten customers contributed about 73% of consolidated revenue, with CVS alone at about 24%.

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