Perfil da empresa · Healthcare

McKesson Corporation

MCK · EUA
Bolsa
EUA
País / Região
USA
Data do IPO
15 de novembro de 1994
Funcionários
41.600
Preço atual
$850.06
Ao vivo · 27 de julho de 2026
Compra justa
≤ $720
Entrada com margem de segurança
Pontuação de Crescimento Baillie
44/100
Fraco
Valor intrínseco · Faixa em três níveis Preço atual $850.06 Ao vivo · Dentro da faixa de valor intrínseco justo

Faixa de valuation composta · conservador $680–$760 / justo $820–$980 / otimista $1,080–$1,200. A $850.06, Dentro da faixa de valor intrínseco justo.

Na publicação $766.08 (26 de maio de 2026)

Valor de mercadoUS$ 96,53 bi
Receita (TTM)US$ 403,43 bi
EBITDAUS$ 6,88 bi
Margem líquida1,18%
ROE0%
P/L (TTM)21,93
P/L projetado18,62
PEG1,61
LPAUS$ 38,34
Dividend yield0,38%
Faixa de 52 semanasUS$ 634,42 – US$ 997,90
Preço-alvo dos analistasUS$ 945,47
Recomendação dos analistas4.3 / 5

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

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.

História

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.

Posição no setor

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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