McKesson distributes prescription medicines and medical-surgical supplies and provides technology and services to healthcare organizations. It connects drug manufacturers with retail pharmacies, hospitals, and clinics through large-scale logistics, while also offering oncology practice services and pharmacy-related solutions. Its high-volume distribution model typically operates on thin margins with substantial working-capital requirements.
McKesson Corporation (MCK) has a MarketKingdoms composite score of 70.0 (B+), an B-range rating. It ranks 327th of 1,866 covered companies, 12th of 78 in Healthcare (sector average 64.5) and 2nd of 4 in Medical Distribution. Scores as of 2026-10-25.
Its strongest lenses are KPI momentum at 99 (Healthcare average 78) and Industry opportunity at 91 (Healthcare average 81). Its weakest lenses are Quality (profitability) at 38 (sector average 50) and Trend (momentum) at 54 (sector average 50).
| Lens | Type | MCK | Healthcare average | Medical Distribution average | Percentile in sector |
|---|---|---|---|---|---|
| Industry opportunity | Research signal | 91 | 81 | 91 | 100th |
| Stock selection | Research signal | 82 | 79 | 82 | 69th |
| KPI momentum | Research signal | 99 | 78 | 92 | 100th |
| Catalyst watch | Research signal | 72 | 74 | 76 | 24th |
| Price (valuation) | Fundamental lens | 60 | 50 | 68 | 67th |
| Expansion (growth) | Fundamental lens | 64 | 50 | 54 | 78th |
| Quality (profitability) | Fundamental lens | 38 | 50 | 36 | 33rd |
| Trend (momentum) | Fundamental lens | 54 | 50 | 51 | 54th |
The most recent call analysed was held on 2026-08-05 (fiscal 2027 Q1). MarketKingdoms checks what management promised on each call against what it later delivered.
The stock's valuation gap is +12.2%: its price is above the path its market, sector and industry moves explain (overvalued versus the model path). Factor sensitivity: market beta 0.87, sector beta -0.11, industry beta 1.24; the factor model explains 58% of its moves (R²).
| Company | Composite | Grade | Valuation gap |
|---|---|---|---|
| Cardinal Health Inc. (CAH) | 71.3 | B+ | -4.6% |
| Henry Schein Inc. (HSIC) | 67.6 | B | -16.7% |
| Cencora Inc. (COR) | 64.3 | B | -7.0% |
McKesson Corporation financial statements · Healthcare sector ranking · Medical Distribution industry ranking · All covered companies
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.