Amerisource Bergen Corp.
ABC
Market Cap$36.15B
Close$
Earnings Call Q2 2025
May 7, 2025 - AI Summary
Strong Financial Performance: Cencora reported a 10% revenue growth ($75.5 billion) and a 16% growth in adjusted diluted EPS for Q2 FY2025. The company is raising its full-year guidance for adjusted operating income and adjusted diluted EPS based on these results, now forecasting EPS between $15.70 to $15.95, up from $15.30 to $15.60.
Focus on Specialty Market: The company is well-positioned in the growing specialty medications market, with growth driven by new product introductions and deepening partnerships with healthcare providers. Sales of GLP-1 products increased significantly, although there's a noted sequential decline indicating potential future challenges.
International Segment Challenges: Cencora's International Healthcare Solutions segment forecast was downgraded due to subdued clinical trial activity, impacting specialty logistics. Operating income expectations for this segment are now projected to decline slightly (down 4% to down 1%).
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$192.20
6.8% upside
Current Fair Value
6.8% upsideUndervalued by 6.8% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $36.15 Billion |
|---|---|
| Enterprise Value | $37.70 Billion |
| Dividend Yield | $1.94 (0.568904593639576%) |
| Earnings per Share | $8.53 |
| Beta | 0.56 |
| Outstanding Shares | 201,837,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 39.27 |
|---|---|
| PEG | -40.13 |
| Price to Sales | 0.12 |
| Price to Book Ratio | 59.99 |
| Enterprise Value to Revenue | 0.13 |
| Enterprise Value to EBIT | 15.21 |
| Enterprise Value to Net Income | 24 |
| Total Debt to Enterprise | 0.12 |
| Debt to Equity | 5.95 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Amerisource Bergen Corp.
22,000 employees
CEO: Steven Collis AmerisourceBergen provides pharmaceutical products, value-driving services and business solutions that improve access to care. Tens of thousands of healthcare providers, veterinary practices and livestock producers trust us as their part...