Professional
Added to YB: 2024-11-25
Pitch date: 2024-09-30
MCK [bullish]
McKesson Corporation
+56.87%
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
$88.6B
Pitch Price
$488.62
Price Target
N/A
Dividend
0.44%
EV/EBITDA
12.75
P/E
19.21
EV/Sales
0.23
Sector
Health Care Providers and Services
Category
value
Conventum - Alluvium Global Fund Added On Position: McKesson Corporation
MCK: Beat Q1, raised guidance & dividend. Down 15.2% on investment gains masking operational headwinds (mostly timing-related). Q2 est. below expectations despite maintained FY guidance. $2.5B Core Ventures stake acquisition boosts Oncology Platform. Long-term outlook unchanged. Bought more at 6.2% portfolio weight.
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