Mckesson Corporation
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+ FollowMarket Cap$115.96B
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Earnings Call Q1 2027
August 5, 2026 - AI Summary
Q1 performance: strong beat and broad-based momentum
- Revenues +8% to ~$105.4B; adjusted EPS +20% to $9.93, both exceeding expectations.
- 3 segments delivered double-digit operating profit growth.
- Drivers highlighted: stable utilization/volume growth, specialty strength (especially oncology), and disciplined execution plus operating leverage (expenses improving as a % of gross profit by ~150 bps YoY).
Guidance raised (key upside)
- FY27 adjusted EPS raised to $44.20–$45.00 (from $43.80–$44.60).
- Implies ~13%–15% adjusted EPS growth (explicitly noting it is excluding Norway divestiture impact and a gain on sale related to the US oncology network).
- FY27 outlook: revenue growth 5%–9% and operating profit growth 9%–13%.
Segment fundamentals: North American Pharma strength + Oncology acceleration
- North American Pharmaceuticals: revenues +5%; operating profit +19% to $894M.
- Topline headwinds mentioned: lower branded pharma pricing from WAC decreases and branded-to-generic conversions—but the call emphasized limited impact on operating profit.
- GLP-1: distribution revenues ~$15B, +~$3B (+24%) YoY; sequential +13%—a major growth engine.
- Oncology & Multispecialty: revenues +33% to $14.2B; operating profit +41% to $405M.
- Growth mix: ~24% normalized for the acquisition contribution (“core ventures”), with the rest driven by existing penetration + new business.
- Mentioned Florida Cancer integration success; also said they’re lapping the acquisition starting this quarter.
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$1437.99
34.5% upside
Current Fair Value
34.5% upsideUndervalued by 34.5% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $115.96 Billion |
|---|---|
| Enterprise Value | $122.50 Billion |
| Annual dividend | $3.40 |
| Dividend yield | 0.34% |
| Earnings per Share | $38.55 |
| Beta | 0.3 |
| Outstanding Shares | 118,700,000 |
Return
| Return on Equity | -108.30% |
|---|---|
| Return on Assets | 5.20% |
| Return on Invested Capital | 37.05% |
Valuation & Multiples
| P/E Ratio | 26.5 |
|---|---|
| PEG | -122.22 |
| Price to Sales | 0.31 |
| Price to Book Ratio | -32.4 |
| Enterprise Value to Revenue | 0.3 |
| Enterprise Value to EBIT | 18.4 |
| Enterprise Value to Net Income | 26 |
| Total Debt to Enterprise | 0.1 |
| Debt to Equity | -2.76 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 4, 2026
EPS Estimate
$10.72
Consensus analyst estimateRevenue Estimate
$109.90 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 60.37% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | 4,400▼ 98.97% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 4.74%▼ 82.39% |
|---|---|
| Total Invested | $4.77B▼ 94.07% |
| Investors Holding | 840▼ 1249.00% |
About Mckesson Corporation
80,000 employees
CEO: Brian Tyler
McKesson Corporation is a global leader in healthcare supply chain management solutions, retail pharmacy, community oncology and specialty care, and healthcare information solutions. McKesson partners with pharmaceutical manufacturers, p...