Investor Insights

This summary was created by AI, based on 14 opinions in the last 12 months.

Cardinal Health Inc is a leading pharmacy distributor in the USA, with a strong focus on new products and pricing strategies. Its recent operational streamlining has been well-received, but the stock is considered fully valued by some experts. The healthcare sector provides growth and stability in the later stage of the economic cycle, and Cardinal Health Inc is positioned to benefit from the aging population and increasing volume of drugs required. Some experts recommend buying on weakness while others suggest avoiding or selling before a potential takeover. Overall, the company has a stable business model and is expected to see continued growth in the pharma and medical products distribution industry.

Consensus
Mixed
Valuation
Fair Value
BUY ON WEAKNESS
Cardinal Health Inc

3rd largest pharmacy distributor in the USA. Good job at new products and pricing strategy. Has recently streamlined operations. However, stock price fully valued. Would recommend buying on weakness (below $95/share). 

wholesale distributors
BUY
Cardinal Health Inc

Healthcare space provides nice combination of growth with stability, in case we get into latter stage of economic cycle. 

wholesale distributors
HOLD
Cardinal Health Inc

Likes, and owns. As people age, volume of drugs required can only increase, benefiting a name like this.

wholesale distributors
SELL
Cardinal Health Inc

Scores 4/10 on value, 3/10 on fundamentals. Try to avoid. If you're in it and looking for an exit, now's not a bad time because it's had a pop YTD. Only about 4% more upside to analysts' price targets.

She prefers larger, less volatile companies that are a bit more secure. Try UNH or big US pharmaceuticals.

wholesale distributors
BUY
Cardinal Health Inc
Sell before the take-over by Mars?

Last week, they reported a top and bottom line beat and raised guidance. Q4 revenue grew 12% YOY

wholesale distributors
HOLD
Cardinal Health Inc
XLV vs. individual names.

XLV gives you a basket of names, with some winners and some losers. LLY is the top holding, that's a winner. Also holds JNJ and PFE, which haven't done particularly well. 

He owns NVO, MCK and CAH. He likes those companies where the only serious competition comes from 1 or 2 others, as they can control pricing power. Diabetes and weight loss are definite growth areas. See his Top Picks.

wholesale distributors
BUY
Cardinal Health Inc

In pharma space, prefers growthy areas such as distributors like CAH and MCK.

wholesale distributors
HOLD
Cardinal Health Inc

Healthcare strong, but stock performance mediocre. Will host CEO to get more answers. 

wholesale distributors
SELL
Cardinal Health Inc

Recently sold at slight loss, EPS won't have the growth trajectory he thought. Announcement out of left field that they lost a contract and revenue would decline substantially. Reasonably stable business. Over time, will probably be an OK holding. But now market won't have the same confidence in management to execute, stock will be hobbled. He'd look again on further decline.

wholesale distributors
PARTIAL BUY
Cardinal Health Inc

Does not own shares in business. Healthcare sector has tailwinds, but unsure on direction of this particular business. Expecting growth in pharma portion of business. Overall, healthcare has strong fundamentals. 

wholesale distributors
BUY ON WEAKNESS
Cardinal Health Inc

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. 

wholesale distributors
BUY ON WEAKNESS
Cardinal Health Inc

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.

wholesale distributors
TOP PICK
Cardinal Health Inc

Distributes 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)
wholesale distributors
BUY
Cardinal Health Inc

They 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.

wholesale distributors
BUY
Cardinal Health Inc

Though drug companies are a target of politicians citing high drug prices, it keeps printing cash. For now, it's a cheap stock that won't be hurt by higher interest rates.

wholesale distributors
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Cardinal Health Inc(CAH-N) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 8

Neutral - Hold Signals / Votes : 3

Bearish - Sell Signals / Votes : 2

Total Signals / Votes : 13

Stockchase rating for Cardinal Health Inc is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Cardinal Health Inc(CAH-N) Frequently Asked Questions

What is Cardinal Health Inc stock symbol?

Cardinal Health Inc is a American stock, trading under the symbol CAH-N on the New York Stock Exchange (CAH). It is usually referred to as NYSE:CAH or CAH-N

Is Cardinal Health Inc a buy or a sell?

In the last year, 13 stock analysts published opinions about CAH-N. 8 analysts recommended to BUY the stock. 2 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Cardinal Health Inc.

Is Cardinal Health Inc a good investment or a top pick?

Cardinal Health Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Cardinal Health Inc.

Why is Cardinal Health Inc stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Cardinal Health Inc worth watching?

13 stock analysts on Stockchase covered Cardinal Health Inc In the last year. It is a trending stock that is worth watching.

What is Cardinal Health Inc stock price?

On 2024-12-03, Cardinal Health Inc (CAH-N) stock closed at a price of $123.34.