Análisis Argos
MCK
MCKBarata · ojo al riesgo1 señal de riesgo
McKesson Corporation · Healthcare
US$ 786.30
precio al 2026-07-04
Valor justo Argos*
US$ 743–925
vs. su valor justo
5% por debajo
Score Argos
72/100
Barata · ojo al riesgo
LA RESPUESTA
El mercado la precia para que crezca 8% al año — menos de lo que viene demostrando (12.9%). Un negocio de calidad castigado por expectativas pesimistas: por eso está entre las llamadas de Argos. Ojo: tiene señales de riesgo en sus números — es barata con asterisco.
Recompensas
Cotiza por debajo de su valor justo: el mercado le pide menos crecimiento del que viene demostrando.
Las ganancias crecieron 45% el último año.
Retorno sobre el capital alto (215%).
Riesgos
!Altman Z'' en zona roja (0.6)
VALOR4/6FUTURO3/6PASADO5/6SALUD4/6DIVIDENDO4/6
El Iris de calidad
VALOR4/6FUTURO3/6PASADO5/6SALUD4/6DIVIDENDO4/6
ValorCotiza por debajo de su valor justo
FuturoCrecimiento moderado
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoDevuelve capital al accionista
Score Argos72de 100Barata · ojo al riesgo
Ingresos12%
US$ 403.4 B
Margen operativo33%
1.6%
Flujo de caja libre9%
US$ 5.7 B
Deuda neta
US$ 4.6 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 92.1B
P/E19.3x
EV/EBITDA13.5x
FCF yield6.2%
ROIC215.1%
Margen operativo1.6%
Crecim. ingresos+12.4%/año
Piotroski F7/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

seekingalpha.com · 4 jul
McKesson: The Healthcare Supplier On My Buy List This Summer, As Growth Accelerates
McKesson (MCK) is rated a buy, offering capital growth and dividend potential, underpinned by robust top-line and EPS growth. MCK's diversified portfolio, role in oncology and collaboration with big pharma names like AbbVie, and investment-grade Fitch rating support its investment case despite negative equity. Valuation appears compelling, with MCK trading at a forward earnings multiple of ~18x and estimated 18–22% upside by March 2028.
zacks.com · 2 jul
Here's Why You Should Retain McKesson Stock in Your Portfolio for Now
McKesson's growth in specialty pharma, oncology services and tech-driven solutions is boosting earnings, but policy and execution risks remain in focus.
zacks.com · 2 jul
Here's Why McKesson (MCK) is a Strong Growth Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
zacks.com · 30 jun
Here's Why McKesson (MCK) is a Strong Momentum Stock
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
zacks.com · 29 jun
McKesson (MCK) Stock Falls Amid Market Uptick: What Investors Need to Know
McKesson (MCK) concluded the recent trading session at $747.53, signifying a -2.09% move from its prior day's close.
zacks.com · 26 jun
Why McKesson (MCK) is a Top Value Stock for the Long-Term
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.
zacks.com · 24 jun
McKesson Corporation (MCK) Is a Trending Stock: Facts to Know Before Betting on It
McKesson (MCK) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
businesswire.com · 24 jun
McKesson Corporation Announces First Quarter Fiscal 2027 Earnings Release Date
IRVING, Texas--(BUSINESS WIRE)--McKesson Corporation (NYSE: MCK) will release its first quarter fiscal 2027 financial results after market close on Wednesday, August 5, 2026. The company will host a live webcast of the earnings conference call for investors at 4:30 PM Eastern Time to review its financial results. The live and archived audio webcast will be available on McKesson's Investor Relations website. About McKesson Corporation McKesson Corporation is a diversified healthcare services lea.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.