NYSE:CAH
Cardinal Health Inc (CAH)
Financials 
Technical Analysis 
Jul 23, 2026, 12:00 amThis summary was created by AI, based on 2 opinions in the last 12 months.
Cardinal Health Inc. has garnered mixed reviews from experts, reflecting a balance of optimism and caution regarding its recent acquisition of a urology company. One analyst appreciates the purchase, projecting a target price of $300, while highlighting the company’s role as one of the three major distributors in healthcare and how the aging population, as well as increased prescriptions, create favorable long-term growth conditions. Furthermore, the stock is currently trading at a forward price-to-earnings ratio of 16x with a promising 13% earnings per share growth, suggesting a nearly 1x PEG ratio, emphasizing its potential. However, concerns have arisen since the acquisition of Solaris, leading to a temporary dip in stock prices, which some view as a buying opportunity. With a yield of 1.35% and consistent earnings growth, the outlook remains cautiously optimistic while analysts have varying price targets, averaging around $180.71.
It is a great business and he likes the business model. The tailwind is volume since it has picked up especially with the weight loss drugs.
Rob LauzonDistributes pharma and medical products. Largest customer is CVS. Operates in a triopoly, controlling 90% of the US wholesale industry. Pricing power leads to predictable cashflow. Aging population, weight-loss drugs, diabetes treatments will result in higher spending and volume. Shares trending steadily higher, good technical strength. 15% earnings growth going forward. Yield is 1.9%.
(Analysts’ price target is $113.49)
Stan WongThey just reported a revenue and earnings beat, and raised their full-year forecast, but missed operating profit and lowered their full-year forecast for the smaller medical segment. Shares tumbled yesterday and today but is still close to its all-time high. Doesn't understand the sell-off.
It has had a nice pullback here and he would buy more at $56.50. His model value is just above $66 right now.
Brian Acker, CA(A Top Pick Jan 17/17. Down 18%.) A big Pharma distributor. There have a lot of things coming at them. It is so ingrained in the healthcare space in the US, and there are really 3 companies that control the whole thing. The issue has been around generics price deflation, and the cycle was much more severe than anything they had seen previously. There is also the Amazon factor. Had a spotty performance on the medical device side, and now they are going through a CEO transition. The company has about an 8% free cash flow yield. For that type of a business, when you start seeing easier comps, stabilization and deflation trends which really just started this quarter, the discount to the market is pretty significant, and she is expecting the whole group to trade higher.
Jennifer RadmanThe healthcare space has been really beaten up since the election started. They have exposure to drug inflation and the pricing side of things. They are really only one of three distributors of pharma in the US. They have 8-9% of free cash flow. (Analysts target: $81.88).
Jennifer RadmanMCK-N vs. CAH-N. They have done very much the same thing, so she has no preference. MCK-N is certainly the leader in the group. The peak was last summer at $15. If MCK-N moves lower she would buy a lot more of it.
Liz MillerMCK-N vs. CAH-N. He likes them. Those running for election are talking limits of drug prices. He likes all but Cardinal health is the best.
John Burke
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Third largest pharma distributor in USA. Very high performing company. Stock price and margins improving. Stock is fully valued at current price, but is watching closely. Would buy on weakness.