Cardinal Health vs McKesson
CAH and MCK side by side, both in wholesale trade-non-durable goods. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CAH and MCK compare
McKesson is the larger company, worth 2.0 times as much as Cardinal Health ($116B against $58.3B).
On earnings, McKesson is cheaper: it trades at 26.6× trailing earnings, against 34.6× for Cardinal Health.
Cardinal Health grew revenue faster over the last twelve months (14.2% versus 8.8% for McKesson).
McKesson keeps more of each dollar of sales as profit, with a net margin of 1.1% compared with 0.67% at Cardinal Health.
Both pay dividends: Cardinal Health yields 0.82% and McKesson 0.34%.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CAH | MCK |
|---|---|---|
| Size and price | ||
| Market cap | $58.3B | $116B |
| Share price | $250.48 | $994.58 |
| Change, 1 year | 52.3% | 23.1% |
| Change, 5 years | 406% | 349% |
| Beta (5Y) | 0.47 | 0.31 |
| Employees | 64K | 43K |
| StockData Score | ||
| Total score | 16 | 16 |
| Valuation score | 1 | 1 |
| Growth score | 4 | 5 (better) |
| Performance score | 4 (better) | 3 |
| Health score | 3 | 3 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 34.6× | 26.6× (better) |
| P/S | 0.2× (better) | 0.3× |
| EV/EBITDA | 17.5× (better) | 17.7× |
| P/FCF | 12.9× (better) | 18.1× |
| PEG | 0.44 (better) | 1.74 |
| FCF yield | 7.8% (better) | 5.5% |
| Fair value | $196.59 | $851.89 |
| Margin of safety | −27.4% | −16.8% (better) |
| Growth | ||
| Revenue growth (TTM) | 14.2% (better) | 8.8% |
| Revenue growth, 5Y average | 9.4% | 11.1% (better) |
| Net income growth (TTM) | 9.8% | 45.1% (better) |
| EPS growth (TTM) | 12.1% | 49.0% (better) |
| EPS growth, 5Y average | 28.3% | – |
| Profitability | ||
| Gross margin | 3.8% (better) | 3.6% |
| Operating margin | 1.0% | 1.6% (better) |
| Net margin | 0.67% | 1.1% (better) |
| FCF margin | 1.8% (better) | 1.6% |
| Return on invested capital | 136% | 287% (better) |
| Financial health | ||
| Net debt / EBITDA | 1.13 | 0.67 (better) |
| Interest coverage | 7.5× | 23.6× (better) |
| Current ratio | 0.88 | 0.89 (better) |
| Altman Z-score | 5.11 | 5.91 (better) |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | 0.82% (better) | 0.34% |
| Payout ratio | 28.6% | 8.6% |
| Years of dividend growth | 17 (better) | 13 |
| Dividend growth, 5Y average | 1.0% | 13.7% (better) |
| Buyback yield | 2.3% | 5.8% (better) |
| Shareholder yield | 3.2% | 6.1% (better) |
| Ownership | ||
| Held by institutions | 88.7% | 90.4% |
| Held by insiders | 0.28% | 0.05% |
| Insider net buying, 12 months | −$61.6M | −$28.3M (better) |
| Superinvestors holding | 2 (better) | 1 |
| Short interest, % of float | 3.2% | 2.0% |
Go deeper
- CAH stock overview
- CAH income statement
- CAH valuation and score
- MCK stock overview
- MCK income statement
- MCK valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.