기업 프로필 · Healthcare

McKesson Corporation

MCK · 미국
거래소
미국
국가 / 지역
USA
상장일
1994년 11월 15일
직원 수
41,600
웹사이트
www.mckesson.com
현재가
$850.06
실시간 · 2026년 7월 27일
적정 매수가
≤ $720
안전마진 진입가
베일리 성장 점수
44/100
다소 약함
내재가치 · 3단계 구간 현재가 $850.06 실시간 · 적정 내재가치 구간 내

종합 밸류에이션 구간 · 보수적 $680–$760 / 적정 $820–$980 / 낙관적 $1,080–$1,200. $850.06 기준, 적정 내재가치 구간 내.

보고서 발행 시 $766.08(2026년 5월 26일)

시가총액US$965.29억
매출 (TTM)US$4034.3억
EBITDAUS$68.84억
순이익률1.18%
ROE0%
PER (TTM)21.93
선행 PER18.62
PEG1.61
EPSUS$38.34
배당수익률0.38%
52주 범위US$634.42 – US$997.90
애널리스트 목표주가US$945.47
애널리스트 평가4.3 / 5

데이터 제공: EODHD, 보고 통화 기준 표시. 참고용일 뿐 투자 자문이 아닙니다.

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.

연혁

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.

업계 내 위치

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%.

이 종목에 대한 리포트가 아직 해당 언어로 없습니다.