Professional
Added to YB: 2025-04-15
Pitch date: 2025-03-31
MCK [neutral]
McKesson Corporation
+45.29%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$102.8B
Pitch Price
$672.17
Price Target
N/A
Dividend
0.43%
EV/EBITDA
14.73
P/E
23.52
EV/Sales
0.27
Sector
Health Care Providers and Services
Category
growth
Conventum-Alluvium Global Fund Portfolio Holding: McKesson Corporation
MCK (holding update): Drug distributor +18.2%. Guidance upgraded, acquired PRISM Vision (1,890 providers, 91 offices). Ophthalmology joins Oncology as complementary biz. Sold 2 Canadian ops. 12-14% LT EPS growth. Trading 25% above valuation, but consistently conservative estimates. 6.9% of Fund.
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