Professional
Added to YB: 2025-07-17
Pitch date: 2025-07-09
COR [neutral]
Cencora, Inc.
-10.84%
current return
Author Info
No bio for this author
Company Info
Cencora, Inc. sources and distributes pharmaceutical products in the United States and internationally.
Market Cap
$51.8B
Pitch Price
$297.70
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
20.39
EV/Sales
0.20
Sector
Health Care Providers and Services
Category
growth
LRT Capital Management Portfolio Holding: Cencora, Inc.
COR (holding update): Global pharma distributor with strong moat in oligopolistic market. Operates with thin margins but high cash flows due to scale, purchasing power & operational leverage. Walgreens partnership provides stable revenue base. Growth from specialty pharma distribution. Recession-proof demand, disciplined capital allocation & shareholder returns.
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