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Upturn AI SWOT - About
McKesson Corporation (MCK)

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Upturn Advisory Summary
12/03/2025: MCK (2-star) has a low Upturn Star Rating. Not recommended to BUY.
1 Year Target Price $934.79
1 Year Target Price $934.79
| 10 | Strong Buy |
| 3 | Buy |
| 3 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 51.74% | Avg. Invested days 72 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 103.20B USD | Price to earnings Ratio 26.81 | 1Y Target Price 934.79 |
Price to earnings Ratio 26.81 | 1Y Target Price 934.79 | ||
Volume (30-day avg) 17 | Beta 0.39 | 52 Weeks Range 555.78 - 894.75 | Updated Date 12/2/2025 |
52 Weeks Range 555.78 - 894.75 | Updated Date 12/2/2025 | ||
Dividends yield (FY) 0.34% | Basic EPS (TTM) 30.95 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-11-05 | When After Market | Estimate 8.79 | Actual 9.86 |
Profitability
Profit Margin 1.04% | Operating Margin (TTM) 1.37% |
Management Effectiveness
Return on Assets (TTM) 4.78% | Return on Equity (TTM) - |
Valuation
Trailing PE 26.81 | Forward PE 19.57 | Enterprise Value 111551062118 | Price to Sales(TTM) 0.27 |
Enterprise Value 111551062118 | Price to Sales(TTM) 0.27 | ||
Enterprise Value to Revenue 0.29 | Enterprise Value to EBITDA 18.37 | Shares Outstanding 123426650 | Shares Floating 123257555 |
Shares Outstanding 123426650 | Shares Floating 123257555 | ||
Percent Insiders 0.03 | Percent Institutions 90.71 |
Upturn AI SWOT
McKesson Corporation

Company Overview
History and Background
McKesson Corporation was founded in 1833 as Olcott & McKesson in New York City. It evolved from a drug importing and wholesaling business to a global healthcare services and information technology company, becoming a major player in pharmaceutical distribution and healthcare solutions.
Core Business Areas
- U.S. Pharmaceutical: Distributes branded, generic, specialty, and over-the-counter pharmaceuticals and other healthcare-related products.
- International: Provides pharmaceutical distribution and related services outside of the U.S., primarily in Europe and Canada. Includes services for pharmacies and healthcare providers.
- Medical-Surgical Solutions: Offers medical-surgical supplies, equipment, and logistics services to healthcare providers in various settings.
- Prescription Technology Solutions (RxTS): Provides enterprise pharmacy management software, prescription pricing and decision support, and clinical programs.
Leadership and Structure
McKesson is led by CEO Brian Tyler. The organizational structure includes various business segments overseen by executive leadership, with a board of directors providing governance.
Top Products and Market Share
Key Offerings
- Pharmaceutical Distribution: Core business involving distributing pharmaceuticals to pharmacies, hospitals, and other healthcare providers. Accounts for the largest share of McKesson's revenue. Market share is significant within the U.S. pharmaceutical distribution market, competing with AmerisourceBergen and Cardinal Health. Competitors: AmerisourceBergen (ABC), Cardinal Health (CAH).
- Medical-Surgical Supplies: Provides medical and surgical supplies and equipment to healthcare providers. McKesson is a major player in this market. Market share data is competitive within the medical supply industry. Competitors: Cardinal Health (CAH), Medline Industries.
- Specialty Pharmaceutical Services: Offers specialized services related to specialty pharmaceuticals, including distribution, reimbursement support, and patient access programs. Revenue is substantial and growing with the expanding specialty drug market. Competitors: AmerisourceBergen (ABC), CVS Health (CVS).
Market Dynamics
Industry Overview
The pharmaceutical distribution industry is characterized by consolidation, increasing pricing pressures, and growing demand for specialty pharmaceuticals. Healthcare providers are seeking cost-effective supply chain solutions.
Positioning
McKesson is one of the top three pharmaceutical distributors in the U.S., possessing a broad distribution network and a comprehensive suite of healthcare solutions. Competitive advantages include its scale, established relationships, and technological capabilities.
Total Addressable Market (TAM)
The global pharmaceutical distribution market is estimated to be over $500 billion annually. McKesson is positioned to capture a substantial portion of this TAM through its established market presence and comprehensive service offerings.
Upturn SWOT Analysis
Strengths
- Large scale and extensive distribution network
- Established relationships with pharmaceutical manufacturers and healthcare providers
- Comprehensive suite of healthcare solutions
- Strong brand recognition
Weaknesses
- Exposure to pricing pressures and reimbursement changes
- Legal and regulatory risks related to opioid distribution
- Reliance on a few large customers
- Complexity of operations
Opportunities
- Growth in specialty pharmaceuticals
- Expansion into international markets
- Development of new healthcare technologies and services
- Acquisitions of smaller companies
Threats
- Increased competition from other distributors and manufacturers
- Government regulations and healthcare reforms
- Economic downturns
- Disruptive technologies
Competitors and Market Share
Key Competitors
- ABC
- CAH
Competitive Landscape
McKesson competes with AmerisourceBergen and Cardinal Health based on scale, distribution network, service offerings, and technological capabilities. McKesson is known for its supply chain and its work to improve drug safety and efficacy. All three are dealing with litigation related to opioids.
Major Acquisitions
CoverMyMeds
- Year: 2017
- Acquisition Price (USD millions): 1100
- Strategic Rationale: Expanded McKesson's technology solutions and strengthened its position in prescription price transparency.
Growth Trajectory and Initiatives
Historical Growth: McKesson has demonstrated steady growth through acquisitions, organic expansion, and market share gains.
Future Projections: Analyst estimates project continued growth in revenue and earnings, driven by the aging population and the increasing demand for healthcare services.
Recent Initiatives: Recent initiatives include investments in technology, strategic acquisitions, and cost-reduction programs.
Summary
McKesson is a strong player in the pharmaceutical distribution and healthcare services industry due to its vast scale and established relationships. Pricing pressures and regulatory risks are concerns, but the company's diversified offerings and strategic initiatives provide avenues for growth. Opioid litigation and regulation are headwinds which could impact future performance. Strategic acquisitions have helped increase its overall scale and improve its service offerings.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Analyst Estimates
- Company Website
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is for informational purposes only and does not constitute financial advice. Market conditions can change rapidly, affecting company performance.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About McKesson Corporation
Exchange NYSE | Headquaters Irving, TX, United States | ||
IPO Launch date 1994-11-15 | CEO & Director Mr. Brian S. Tyler Ph.D. | ||
Sector Healthcare | Industry Medical Distribution | Full time employees 43000 | Website https://www.mckesson.com |
Full time employees 43000 | Website https://www.mckesson.com | ||
McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products. This segment also provides practice management, technology, clinical support, and business solutions to community-based oncology and other specialty practices; and consulting, outsourcing, technological, and other services, as well as sells financial, operational, and clinical solutions to pharmacies. The RxTS segment serves biopharma and life sciences partners to address challenges for patients by working across healthcare to connect patients, pharmacies, providers, pharmacy benefit managers, health plans, and biopharma companies to deliver solutions to help people get the medicine needed to live healthier lives; and provides medication access and affordability, prescription decision support, prescription price transparency, benefit insight, dispensing support, third-party logistics, and wholesale distribution support services, as well as electronic prior authorization services. The Medical-Surgical Solutions segment offers medical-surgical supply distribution, logistics, biomedical maintenance, and other services to healthcare providers, including physician offices, surgery centers, nursing homes, post-acute care facilities, hospital reference labs, and home health care agencies. The International segment delivers deliver medicines, supplies, and information technology solutions to retail pharmacies, hospitals, long-term care centers, clinics and institutions; and provides logistics and distribution services for manufacturers. McKesson Corporation was founded in 1833 and is headquartered in Irving, Texas.

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