Cencora Inc.
COR
Market Cap$51.86B
Close$
Earnings Call Q1 2025
February 5, 2025 - AI Summary
Strong Revenue and Earnings Growth: Cencora reported Q1 fiscal 2025 revenue of $81.5 billion, a 13% increase year-over-year. Adjusted diluted EPS grew 14% to $3.73, highlighting strong performance in the U.S. healthcare solutions segment, driven by both high prescription utilization and GLP-1 product sales.
Updated Guidance and Optimism: The company raised its full-year adjusted diluted EPS guidance to $15.25 to $15.55, a $0.10 increase at both ends of the range. Revenue growth expectations have also been adjusted to 8% to 10%, reflecting confidence in the U.S. business momentum and an expected strong contribution from the RCA acquisition.
Challenges from COVID-19 Related Sales Decline: The ongoing decline in revenues from COVID-19 vaccines and therapies is expected to significantly impact growth. In the first quarter, contributions from COVID vaccines were half of the previous year's, and similar headwinds are anticipated in Q2 fiscal 2025.
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$725.26
171.1% upside
Current Fair Value
171.1% upsideUndervalued by 171.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $51.86 Billion |
|---|---|
| Enterprise Value | $57.09 Billion |
| Dividend Yield | $2.12 (0.792730808061923%) |
| Earnings per Share | $7.6 |
| Beta | 0.5 |
| Outstanding Shares | 193,758,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 37.11 |
|---|---|
| PEG | -37.92 |
| Price to Sales | 0.18 |
| Price to Book Ratio | 267.5 |
| Enterprise Value to Revenue | 0.19 |
| Enterprise Value to EBIT | 23.04 |
| Enterprise Value to Net Income | 37 |
| Total Debt to Enterprise | 0.15 |
| Debt to Equity | 37.3 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About CoreSite Realty Corporation
CEO: Paul Szurek