McKesson Corporation

McKesson Corporation

MCKยทNYSE

$739.53

+0.64%
HealthcareMedical - Distribution

McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, International, Medical-Surgical Solutions, and Prescription Technology Solutions (RxTS). 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 International segment offers distribution and services to wholesale, institutional, and retail customers in 13 European countries and Canada. The Medical-Surgical Solutions segment provides medical-surgical supply distribution, logistics, and other services to healthcare providers. The RxTS segment serves biopharma and life sciences partners and patients to address medication challenges for patients throughout their journeys; connects pharmacies, providers, payers, and biopharma companies to deliver innovative access and adherence solutions; and provides third-party logistics and wholesale distribution support solutions. McKesson Corporation was founded in 1833 and is headquartered in Irving, Texas.

At a Glance

Live Snapshot
Market Cap$88.89B
EPS38.5500
P/E Ratio19.18
Earnings Date08/05/2026
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McKesson Corporation Street Expectations Map

MCK ยท NYSE

Wall Street analysts project that MCK stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 994.86, with estimates ranging from a low of 875.00 to a high of 1.08K.

Lowest Target
875.00
18.32%
Consensus Target
994.86
34.53%
Highest Target
1.08K
46.71%

The consensus 1-year price target stands at 994.86, with estimates ranging from a low of 875.00 to a high of 1.08K.

Analyst Consensus Analysis

Upside Potential

+34.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

21.1% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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McKesson Corporation Forward Estimates of Revenue

MCK ยท NYSE
Latest Revenue
403.43B
FY 2026
Avg Estimate
442.43B
FY 2027
Estimate Range
439.34B - 447.44B
Analyst Spread

Forward Growth Analysis

Projected Growth+9.7%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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McKesson Corporation Forward Estimates of Net Income

MCK ยท NYSE
Latest Net Income
4.76B
FY 2026
Avg Estimate
5.54B
FY 2027
Estimate Range
5.38B - 5.69B
Analyst Spread

Forward Growth Analysis

Projected Growth+16.2%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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McKesson Corporation Forward Estimates of EPS

MCK ยท NYSE
Latest EPS
38.55
FY 2026
Avg Estimate
$43.86
FY 2027
Estimate Range
$41.98 - $44.44
Analyst Spread

Forward Growth Analysis

Projected Growth+13.8%

Solid growth trajectory indicates healthy business performance and competitive positioning.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

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McKesson Corporation Forward Estimates of EBIT

MCK ยท NYSE
Latest EBIT
0.00
FY 2026
Avg Estimate
2.77B
FY 2027
Estimate Range
2.75B - 2.80B
Analyst Spread

Forward Growth Analysis

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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McKesson Corporation Forward Estimates of EBITDA

MCK ยท NYSE
Latest EBITDA
6.21B
FY 2026
Avg Estimate
4.17B
FY 2027
Estimate Range
4.14B - 4.22B
Analyst Spread

Forward Growth Analysis

Projected Growth-32.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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McKesson Corporation Forward Estimates of SG&A Expense

MCK ยท NYSE
Latest SG&A Expense
-8.10B
FY 2026
Avg Estimate
12.94B
FY 2027
Estimate Range
12.85B - 13.09B
Analyst Spread

Forward Growth Analysis

Projected Growth+259.9%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage11 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

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McKesson Corporation Insider Positioning

MCK ยท NYSE

During the last 12 months, insiders have sold $54.27M worth of MCK shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

7.7K

5.85M

Net Activity

-5.9M

-$5.85M

3-6 Months

Bought

0

0.00

Sold

4.2K

4.03M

Net Activity

-4.0M

-$4.03M

6-9 Months

Bought

0

0.00

Sold

329

283.48K

Net Activity

-283K

-$283K

9-12 Months

Bought

0

0.00

Sold

62.9K

44.11M

Net Activity

-44.1M

-$44.11M

Top Buyers

No buying activity

Top Sellers

1
TBS

Tyler Brian S.

Director, Officer: Chief Executive Officer

62.6K sharesโ€ข4 transactions

$43.89M

2
LM

Lau Michele

Officer: Evp And Chief Legal Officer

6.6K sharesโ€ข3 transactions

$5.68M

3
RTL

Rodgers Thomas L

Officer: Evp, Chief Strategy & Bdo

2.7K sharesโ€ข2 transactions

$2.04M

4
SLB

Smith Leann B

Officer: Evp & Chief Hr Officer

2.0K sharesโ€ข2 transactions

$1.51M

5
RNBJ

Rutledge Napoleon B Jr

Officer: Svp, Controller & Cao

986 sharesโ€ข3 transactions

$815K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $54.27M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$5.85M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.