McKesson Corporation (MCK)
NYSEHealth CareMedical - DistributionSnapshot 2026-11-05
$1072.00+0.24%
Close 2026-11-05 · 1-day change
NYSEHealth CareMedical - DistributionSnapshot 2026-11-05
Research Workspace
Put MCK beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Health Care is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Adjusted EPS growth of 13% to 16% annually: Direct metric needs a verified mapping.
View ThesisRevenue growth is slowing — up about 8% over the past year and decelerating.
View GrowthRanks among the strongest in its industry on quality — around the top 16%.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, the balance sheet, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskMcKesson's home-infusion expansion must keep compounding to justify the price. Revenue grew 8% year over year in the latest quarter. The company beat its earnings estimate by 9.3%. It trades at 25 times earnings versus a 24 times peer median. This multiple is only 1% above the peer group. The price reflects less growth than we forecast. Our model puts the next-quarter miss probability near 12%. The thesis comparison is not yet verified. Peer multiples imply a price roughly in line with where it trades. The thesis is on watch. This read is provisional.
End-of-day figures as of 2026-11-05. EPS is implied from price ÷ P/E. Not investment advice.
Trailing returns as of 2026-11-05. MCK is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 16 analysts currently covering MCK (as of Nov 2026).
Based on 7 Wall Street analysts offering 12-month price targets for MCK in the last 4 months.
Current $1072.00
The last 12 months of price, then the range of analyst 12-month targets from today’s $1072.00.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
Continue this research
Compare MCK with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MCK Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
A price-focused, side-by-side fair-value read versus Health Care (broad) — fair value, gap to price, and forward P/E.
Compare the value case
Put MCK next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Reaffirm long-term EPS growth targets
Guidance reaffirms long-term EPS growth targets.
Advances: Reaffirm long-term EPS growth targets
Strong Q3 results validate long-term EPS growth targets.
Advances: Expand Oncology & Multispecialty segment
Home-infusion bet supports Oncology & Multispecialty segment growth.
Advances: Separate Medical-Surgical Solutions segment
Acquisition aligns with separating Medical-Surgical Solutions segment.
Advances: Separate Medical-Surgical Solutions segment
Acquisition supports growth in Medical-Surgical Solutions.
Acquisition aligns with growth strategy and expands portfolio.
Potential acquisition supports expansion in healthcare services.
Acquisition news indicates strategic growth in market presence.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.