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Mild weakness as tech stabilizesThis summary was created by AI, based on 19 opinions in the last 12 months.
McKesson Corp (MCK) is frequently highlighted by experts as a robust player in the healthcare distribution sector, benefitting from demographic tailwinds and an aging population requiring increased medication. Despite being a low-margin business, it displays a strong performance track record and has been praised for its market position within a virtual triopoly, controlling a significant portion of the industry alongside major competitors. Analysts foresee continued earnings growth, underpinned by consistent dividend increases and recent strategic adjustments that include a focus on therapeutic areas such as weight loss drugs. While some experts express caution regarding short-term fluctuations and external pressures, the overall sentiment remains positive, emphasizing McKesson's long-term growth potential and its sound valuation metrics in the context of the healthcare industry.
Got stopped out when it gapped lower. You need only 20 positions to be diversified; you don't want to look like the index. If something isn't behaving as you expect, based on what you know, step aside and let things develop.
Broken down technically. Well below 200-day MA, which has rolled over. Has work to do, wouldn't put money here today. Others in the sector are doing better.
Frustrating backslide, but continues to believe in it. #1 player in a 3-player oligopoly. A need, not a want. Demographics of aging and morbidity trends are tailwinds. #9 position on the Fortune 500 is very secure. Pullback due to short-term headwinds of lower revenue in one small unit plus drug going off-patent. Rexall sale is a blessing, as it was a drag on performance.
Dividend has grown at 10% compound rate over 10 years, will continue. Trades at 14x earnings, likely to grow at 11-12% over next 3 years. Opportune entry point.
Just below 200-day MA. One of 3 members of an oligopoly, which together control 90% of the business out there. Steady earnings, decent valuation. 15-16x forward PE, steady 11-12% growth rate. Value here, even though it's a growth name. As people age, volume of drugs required can only increase, benefiting a name like this.
He also owns CAH.
Great growth stalwart and compounder. Leader in what's essentially an oligopoly. Earnings miss last quarter, margin pressure. Sales headwinds, partly due to plateauing demand for GLP-1 obesity drugs. Revenue pressure in pharmacy technology solutions.
None of that derails long-run growth thesis. Healthcare addresses a need, not a want. Demographic play. Compelling entry point. Will be higher 1 and 5 years from now, secular backdrop is just that good.
McKesson Corp is a American stock, trading under the symbol MCK-N on the New York Stock Exchange (MCK). It is usually referred to as NYSE:MCK or MCK-N
In the last year, 26 stock analysts published opinions about MCK-N. 12 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 McKesson Corp.
McKesson Corp was recommended as a Top Pick by on . Read the latest stock experts ratings for McKesson Corp.
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.
26 stock analysts on Stockchase covered McKesson Corp In the last year. It is a trending stock that is worth watching.
On 2025-04-08, McKesson Corp (MCK-N) stock closed at a price of $652.83.
Certainly some stocks are less vulnerable to issues involving tariffs. What comes to mind are healthcare companies. You could look at some of the beaten-down companies that really didn't do well last year, as they're doing quite well today. Try this name, which he owns.