McKesson Corporation (MCK) Q1 2026 Earnings Call Transcript
McKesson Corporation (NYSE:MCK) Q1 2026 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Brian S. Tyler - CEO & Director Britt J.
Fiscal Year: April - March
McKesson Corporation (MCK), listed on the NYSE, has a market capitalization of $. As of Aug 19, 2025, the stock is trading at $680.99 per share, offering investors a clear view of its current market value. McKesson Corporation is a prominent player in the industry sector, attracting both institutional and retail investors due to its performance and potential.
With a P/E ratio of 27.29, investors can assess the stock's valuation in comparison to its earnings. A P/E ratio is a crucial indicator for value investors, showing whether the stock is over or undervalued relative to its current earnings. McKesson Corporation also offers a dividend yield of 0.48%, making it an attractive option for income-focused investors who seek regular dividends.
Our Discounted Cash Flow (DCF) analysis reveals that McKesson Corporation (MCK) may be undervalued compared to its intrinsic worth. However, to see the exact DCF fair value, please Login or Upgrade for access.
The proprietary SS Score for McKesson Corporation is a unique metric that analyzes the company's financial health and growth potential. The score takes into account critical factors such as revenue growth, net income, free cash flow (FCF) compound annual growth rate (CAGR), the trend of shares outstanding, and the debt-to-FCF ratio. This helps investors to make a more informed decision, as an undervalued stock might still have poor financial fundamentals.
To view the detailed SS Score for McKesson Corporation, Login or Upgrade for access.
The Price to Free Cash Flow (P/FCF) ratio for McKesson Corporation is 13.9, offering insights into how much investors are paying for the company's free cash flow. A lower P/FCF ratio typically suggests that the stock is undervalued, while a higher ratio may indicate overvaluation.
In summary, McKesson Corporation (MCK) has shown consistent financial performance, as illustrated by the financial charts above, which track its revenue growth, net income, free cash flow, and shares outstanding over the past several years. These metrics provide investors with key insights into the company's past and projected future performance. Investors should use the SS Score alongside the DCF Fair Value to make better-informed decisions about whether to buy or hold the stock.
*This analysis is for informational purposes only and does not constitute investment advice. Always read the company's 10-K filings and do your own research before making any investment decisions.
Whether McKesson Corporation (MCK) is a good stock to buy depends on various factors, including its financial health, market conditions, and your investment strategy. Our analysis indicates that the stock may be undervalued compared to its intrinsic value. However, it is important to assess the SS Score and review the company's fundamentals before making any investment decisions.
The fair value of McKesson Corporation (MCK) is determined through our Discounted Cash Flow (DCF) analysis. This value represents the intrinsic worth of the stock based on its expected future cash flows. To view the specific fair value, consider subscribing to our service for complete access.
The SS Score is a proprietary financial quality metric that assesses factors such as revenue growth, net income, free cash flow growth, and debt levels. It helps investors evaluate the overall financial health of McKesson Corporation. To access the full SS Score, consider upgrading your subscription.
McKesson Corporation is a significant player in the industry sector, with a market capitalization of $ and a competitive P/E ratio of 27.29. Investors should compare these metrics with industry peers to gauge whether McKesson Corporation is outperforming or underperforming within its sector.
McKesson Corporation (NYSE:MCK) Q1 2026 Earnings Conference Call August 6, 2025 4:30 PM ET Company Participants Brian S. Tyler - CEO & Director Britt J.
U.S. drug distributor McKesson raised its annual profit forecast and beat Wall Street earnings estimates on Wednesday, banking on robust demand for specialty medicines.
IRVING, Texas--(BUSINESS WIRE)--McKesson Corporation (NYSE: MCK) has released its fiscal 2026 first quarter financial results. Results can be accessed on McKesson's Investor Relations website at inves...
IRVING, Texas--(BUSINESS WIRE)--The Board of Directors of McKesson Corporation (NYSE:MCK) yesterday declared a regular dividend of $0.82 per share of common stock, a 15% increase from $0.71 per share ...
McKesson delivered strong double-digit growth in revenue, earnings, and free cash flow in fiscal 2025, outperforming the S&P 500 significantly. The planned spin-off of the underperforming Medical-Surg...
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rat...
IRVING, Texas--(BUSINESS WIRE)--Last week, McKesson hosted more than 2,500 attendees representing independent pharmacies at the 2025 McKesson ideaShare conference in Nashville.
IRVING, Texas--(BUSINESS WIRE)--McKesson Corporation (NYSE: MCK) will release its first quarter fiscal 2026 financial results after market close on Wednesday, August 6, 2025. The company will host a l...
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rat...
IRVING, Texas--(BUSINESS WIRE)--McKesson Corporation (NYSE: MCK) announced it will host an Investor Day on Tuesday, September 23, 2025, in New York City. The event will feature presentations by McKess...
IRVING, Texas--(BUSINESS WIRE)--McKesson Corporation (NYSE: MCK) announced today that it has completed the acquisition of a controlling interest in Community Oncology Revitalization Enterprise Venture...
The stock price of McKesson has maintained a strong upward trend throughout multiple years because of its solid financial performance and dedicated investor support which creates a defensive investmen...
The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rat...
Deal OverviewOn May 8, 2025, McKesson Corporation (NYSE: MCK, $682.28, Market Capitalization: $85.4 billion), a diversified healthcare services company, announced its intention to separate its Medical...
McKesson Corporation (NYSE:MCK) BofA Securities 2025 Healthcare Conference May 13, 2025 11:00 AM ET Company Participants Britt Vitalone - Chief Financial Officer Conference Call Participants Allen Lu...
I reiterate a Strong Buy rating on McKesson Corporation with a fair value of $828 per share, driven by robust growth in the oncology and biopharma sectors. McKesson posted 19% revenue growth and 63.8%...
McKesson Corporation (NYSE:MCK) Q4 2025 Earnings Conference Call May 8, 2025 4:30 PM ET Company Participants Brian Tyler - Chief Executive Officer Britt Vitalone - Chief Financial Officer Jeni Doming...
McKesson forecast fiscal 2026 profit largely above estimates on Thursday and said it is planning to spin off its medical-surgical solutions unit into an independent company to focus on its core drug d...
The pharmaceutical distributor said the new company would be a differentiated medical surgical supply and solutions business.
IRVING, Texas--(BUSINESS WIRE)--McKesson Corporation (NYSE: MCK) has released its fiscal 2025 fourth quarter financial results. Results can be accessed on McKesson's Investor Relations website at inve...
McKesson Corporation MCK will release its fourth-quarter financial results after the closing bell on Thursday.
IRVING, Texas--(BUSINESS WIRE)--The Board of Directors of McKesson Corporation (NYSE: MCK) yesterday declared a regular dividend of 71 cents per share of common stock. The dividend will be payable on ...
Initiated positions in Waters Corporation, Penumbra, McKesson, Masimo, and added to UnitedHealth Group due to strong market positions and growth potential. Waters Corporation's growth driven by biopha...
Below estimates were sourced from SimplyWallSt and are intended for educational purposes only as a baseline for the analysis.
Year | FCF Estimate | % | # Analysts |
---|---|---|---|
2026 | 4.74B | Analyst x6 | |
2027 | 5.38B | 13.53% | Analyst x6 |
2028 | 5.77B | 7.23% | Analyst x4 |
2029 | 6.30B | 9.25% | Analyst x2 |
2030 | 6.93B | 9.95% | Analyst x2 |
2031 | 7.29B | 5.15% | Est @5.2% |
2032 | 7.60B | 4.30% | Est @4.3% |
2033 | 7.88B | 3.71% | Est @3.7% |
2034 | 8.13B | 3.07% | Est @3.1% |
2035 | 8.35B | 2.79% | Est @2.8% |
Below are the FCF estimates with the discount factor and the calculated present value with the terminal value that led the results above.
Year | FCF | Discount Factor | PV of Future FCF |
---|---|---|---|
2024A | 3.88B | 1.00 | 3.88B |
2025A | 5.55B | 1.00 | 5.55B |
2026E | 4.74B | 1.08 | 4.39B |
2027E | 5.38B | 1.16 | 4.62B |
2028E | 5.77B | 1.26 | 4.59B |
2029E | 6.30B | 1.36 | 4.65B |
2030E | 6.93B | 1.46 | 4.74B |
2031E | 7.29B | 1.58 | 4.62B |
2032E | 7.60B | 1.70 | 4.46B |
2033E | 7.88B | 1.84 | 4.29B |
2034E | 8.13B | 1.98 | 4.10B |
2035E | 8.35B | 2.14 | 3.90B |
Terminal | 158.55B | 2.14 | 74.13B |
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