Amerisource Bergen Corp.

Amerisource Bergen Corp.

ABC

Market Cap$36.15B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Amerisource Bergen Corp.Amerisource Bergen Corp.33.70.87%192%0.15.9

Earnings Call Q1 2025

February 5, 2025 - AI Summary

Strong Q1 Performance & Guidance Increase: Cencora reported a 13% increase in revenue to $81.5 billion and a 14% growth in adjusted EPS to $3.73 for Q1 FY2025. The company raised its adjusted diluted EPS guidance to a range of $15.25 to $15.55, an increase of $0.10 at both ends, due to strong performance in the U.S. healthcare solutions segment and the recent acquisition of Retina Consultants of America (RCA).
Revenue Growth Insights: U.S. healthcare solutions revenue grew 14%, driven by high prescription utilization trends and significant sales of GLP-1 products, which increased by 53% year-over-year. However, excluding GLP-1 products, the revenue growth would have been 10%, indicating potential deceleration as GLP-1 sales are expected to moderate.
Operating Income and Expenses: Consolidated operating income rose 7% to $949 million. Operating expenses increased 6% due to higher distribution, selling, and administrative costs. There is an expected increase in interest expense to $290 million to $310 million following the RCA acquisition financing.

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$192.20

Current Fair Value

6.8% upside

Undervalued 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 (0.873758397560071%)
Earnings per Share$8.53
Beta0.56
Outstanding Shares201,837,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio33.67
PEG-34.4
Price to Sales0.12
Price to Book Ratio59.99
Enterprise Value to Revenue0.13
Enterprise Value to EBIT15.21
Enterprise Value to Net Income24
Total Debt to Enterprise0.12
Debt to Equity5.95

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...