NASDAQ:WBA

Walgreen Boots Alliance (WBA)

12.05
+0.07 (0.58%)
as of Aug 27, 2025, 11:48:28 pm Market Open.
122 watching
0
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Jun 07/22, Down 6.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with WBA triggered its stop at $40. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 13%, when combined with previous buy recommendations.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly WBA continues to show positive fundamentals and rising dividends and is again reiterated as a TOP PICK. Recently reported earnings beat expectations by 14% and support a 20% ROE. It trades at only 1.6x book value and 6x earnings, compared to peers at 14x. It has been paying dividends for 88 consecutive years and increasing them for 46 consecutive years, currently backed by a payout ratio under 30% of cash flow. Cash reserves continue to increase while retiring debt. We continue to recommend a stop loss at $40, looking to achieve $50 -- upside potential over 17%. Yield 4.4% (Analysts’ price target is $49.85)
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly The value inherent in the Boots chain within WBA is attracting interest from the huge Reliance Industries of India and is causing us to reiterate WBA as a TOP PICK. The value of the chain operating 2200 stores in the UK is estimated as high as $9 billion. It currently trades at 6x earnings, compared to peers at 14, and is only 1.4x book value. Recently reported earnings beat expectations by 13% and support a solid ROE of 19%. Cash reserves are growing, while shares are being bought back. It pays a great dividend, that has been growing for 46 consecutive years, supported by a payout ratio under 30% of cash flow. We continue to recommend a stop loss at $40.00, looking to achieve $53.50 - 19% potential upside. Yield 4.32% (Analysts’ price target is $50.31)
COMMENT
It reported a good quarter last week, but it didn't raise guidance. So it's written off as a Covid winner. A curse.
DON'T BUY
They report Thursday. A horrible stock. Will anything move this up? It's been down so long that any positive news can send this higher, though he can't imagine what.
premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate WBA as a TOP PICK. The $42 billion market-cap global pharmacy company continues to innovate their business model, including tech-enabled healthcare. With forward earnings projected at $5 per share, it trades at under 10x earnings, compared to peers at 19x. It pays a strong dividend, backed by a payout ratio around 70% of cash flow. We would buy this with a stop loss at $40, looking to achieve $56 -- upside potential over 16%. Yield 3.97% (Analysts’ price target is $52.25)
STRONG BUY

The CEO is starting to put her stamp on the company, supporting their workers. They announced today they will raise wages, and shares rallied. Let's see them get into e-commerce and battling Amazon. The valuation is attractive. Most importantly, the company remains in transition and he is a firm believer.

DON'T BUY
Focus is on retail and pharmacy. Good side of the business, but slow growing. He's gone with CVS. More vertically integrated, growing dynamically. CVS has health insurance with Aetna, pharmacy benefit manager with CareMark, and HealthHub offering in-store diagnostics.
DON'T BUY
Operations in the US and UK. Stays in drug retail and expands geographically. Doesn't grow quickly, but it's not an income stock either. Growth profile not attractive. She owns CVS instead, with its vertically integrated strategy.
DON'T BUY

He prefers CVS. WBA has spun its wheels a bit. CVS has better management, and it's vertically integrated with Aetna and its pharmacy benefit manager.

premiumPremium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly The $42 billion market-cap global pharmacy company has been busy innovating their business model, including tech-enabled healthcare. Recently reported earnings showed consolidated revenue was up 12%, debt was down, and EPS was up over 80%. Management guidance on EPS for the year was upgraded to $5.20 per share compared to analyst consensus of $4.74. It pays a great dividend, backed by a payout ratio under 40% of cash flow. We would buy this with a stop loss at $40, looking to achieve $56 -- upside potential over 16%. Yield 3.88% (Analysts’ price target is $55.65)
DON'T BUY
They report Thursday when the CEO needs to lay out a grander vision than just more stores and one-time only customers who visit only for the Covid vaccine. Doesn't like it.
BUY

The CEO holds a special call on Tuesday. The CEO used to be the COO of Starbucks (which he owns), so WBA is in good hands.

BUY

It has frustrated investors. This is oversold, but is worth holding. It carries a decent balance. Not all these drug and health companies are being destroyed by Amazon.

DON'T BUY

CVS-N vs. WBA-Q. He has been cautious over the last 3 to 4 years as there were too many drug stores. He would pick CVS-N and has just bought some because of their vertical integration.

Showing 31 to 45 of 261 entries