McKesson Corporation (MCK)
NYSEHealth CareMedical DistributionSnapshot 2026-07-07
$807.33+2.95%
Close 2026-07-07 · 1-day change
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Track MCK free→McKesson grows earnings about 13% to 16% yearly. Its Oncology segment revenue rose 31% last year. The company increased share buybacks to $7.7 billion. Profit margins remain stable with steady cash flow.
Growth could slow if acquisitions in Oncology stall. Divestitures may disrupt revenue. Share repurchases might not continue at current levels.
The price is about 21% below our fair value near $1014. Analysts expect 8% revenue growth, while we see stronger EPS growth ahead.
Breaks if: EPS growth falls below 13% YoY next fiscal year
McKesson continues to reaffirm its long-term EPS growth targets of 13% to 16%.
Stated in 4 of last 4 quarters. Adjusted Earnings per Diluted Share increased 18% in 2026, exceeding the long-term growth target range of 13% to 16%. The trajectory is delivering above expectations.
Breaks if: Oncology segment revenue growth falls below 20% YoY next fiscal year
McKesson aims to expand its Oncology & Multispecialty segment through acquisitions and provider solutions.
Stated in 3 of last 3 quarters. Oncology & Multispecialty segment revenue increased 31% in 2026, driven by acquisitions and provider solutions. The trajectory is delivering strong growth.
Breaks if: Authorization falls significantly below $7 billion within next year
McKesson increased its share repurchase authorization by $5.0 billion, bringing the total to $7.7 billion.
Newly stated in 2026-Q1. McKesson increased its share repurchase authorization by $5.0 billion, bringing the total to $7.7 billion. This reflects a strong commitment to returning capital to shareholders.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Reaffirming long-term Adjusted Earnings per Diluted Share growth target of 13% to 16%.”
“Reaffirming long-term Adjusted Earnings per Diluted Share growth target of 13% to 16%.”
“Reaffirming long-term Adjusted Earnings per Diluted Share growth target of 13% to 16%.”
“Reaffirming long-term Adjusted Earnings per Diluted Share growth target of 13% to 16%.”
“Growth in provider solutions and specialty distribution, including contributions from acquisitions.”
“Growth in provider solutions and specialty distribution, including contributions from acquisitions.”
“Growth in provider solutions and specialty distribution, including contributions from acquisitions.”
“Board approved a $5.0 billion increase to the share repurchase program.”