MCK McKesson Corporation
too hard · 86
Owner-earnings value$915.52
Price$880.50
Margin of safety
+4.0%
Quality gate · 86/100
⚠ negative book equity
Median ROIC106.8%
Gross margin3.6%
Net debt / EBITDA0.6x
FCF conversion129%
Share count / yr-4.1%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 4.65B |
| Owner-earnings yield | 4.5% |
| Free-cash-flow yield | 6.0% |
| Growth used (normalized) | 10.0% |
| Market-implied growth (reverse DCF) | 9.0% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.0% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 5.12B | 10.0% | 4.69B |
| 2 | 5.59B | 9.2% | 4.70B |
| 3 | 6.06B | 8.4% | 4.68B |
| 4 | 6.52B | 7.7% | 4.62B |
| 5 | 6.97B | 6.9% | 4.53B |
| 6 | 7.40B | 6.1% | 4.41B |
| 7 | 7.79B | 5.3% | 4.26B |
| 8 | 8.15B | 4.6% | 4.09B |
| 9 | 8.46B | 3.8% | 3.89B |
| 10 | 8.71B | 3.0% | 3.68B |
Recent news
score · 8 articles
- Why McKesson (MCK) Dipped More Than Broader Market Today
- McKesson Corporation (MCK) is Attracting Investor Attention: Here is What You Should Know
- Can CAH's MSO Expansion Unlock Growth in Specialty Care Delivery?
- 3 Reasons MCK Has Explosive Upside Potential
- AbbVie vs. Bristol Myers Squibb: Which Healthcare Stock Is a Better Buy in 2026?
- 1 Unpopular Stock That Deserves Some Love and 2 We Turn Down
- McKesson (MCK) Sees a More Significant Dip Than Broader Market: Some Facts to Know
- Alluvium Raised Its McKesson (MCK) Stake as Long-Term Growth Expectations Remain Strong
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~9%/yr owner-earnings growth over 10y (reverse DCF); model credits 10%.