Cvs Health vs McKesson
CVS and MCK side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CVS and MCK compare
Cvs Health and McKesson are about the same size, with market caps of $115B and $116B.
On earnings, Cvs Health is cheaper: it trades at 23.9× trailing earnings, against 26.6× for McKesson.
McKesson grew revenue faster over the last twelve months (8.8% versus 7.4% for Cvs Health).
Cvs Health keeps more of each dollar of sales as profit, with a net margin of 1.2% compared with 1.1% at McKesson.
Both pay dividends: Cvs Health yields 2.2% and McKesson 0.34%.
McKesson scores higher on the StockData Score (16 against 12 for Cvs Health), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CVS | MCK |
|---|---|---|
| Size and price | ||
| Market cap | $115B | $116B |
| Share price | $90.25 | $994.58 |
| Change, 1 year | 12.0% | 23.1% |
| Change, 5 years | −3.8% | 349% |
| Beta (5Y) | 0.47 | 0.31 |
| Employees | 300K | 43K |
| StockData Score | ||
| Total score | 12 | 16 (better) |
| Valuation score | 1 | 1 |
| Growth score | 3 | 5 (better) |
| Performance score | 2 | 3 (better) |
| Health score | 2 | 3 (better) |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 23.9× (better) | 26.6× |
| P/S | 0.3× (better) | 0.3× |
| P/B | 1.4× | – |
| EV/EBITDA | 12.7× (better) | 17.7× |
| P/FCF | 9.8× (better) | 18.1× |
| PEG | – | 1.74 |
| FCF yield | 10.2% (better) | 5.5% |
| Fair value | $77.92 | $851.89 |
| Margin of safety | −15.8% (better) | −16.8% |
| Growth | ||
| Revenue growth (TTM) | 7.4% | 8.8% (better) |
| Revenue growth, 5Y average | 8.4% | 11.1% (better) |
| Net income growth (TTM) | 7.9% | 45.1% (better) |
| EPS growth (TTM) | 5.3% | 49.0% (better) |
| EPS growth, 5Y average | −23.9% | – |
| Profitability | ||
| Gross margin | 44.5% (better) | 3.6% |
| Operating margin | 2.0% (better) | 1.6% |
| Net margin | 1.2% (better) | 1.1% |
| FCF margin | 2.8% (better) | 1.6% |
| Return on equity | 6.2% | – |
| Return on invested capital | 5.5% | 287% (better) |
| Financial health | ||
| Debt / equity | 0.77 | – |
| Net debt / EBITDA | 3.70 | 0.67 (better) |
| Interest coverage | 2.7× | 23.6× (better) |
| Current ratio | 0.87 | 0.89 (better) |
| Altman Z-score | 2.45 | 5.91 (better) |
| Piotroski F-score | 7 (better) | 6 |
| Dividends and buybacks | ||
| Dividend yield | 2.2% (better) | 0.34% |
| Payout ratio | 69.9% | 8.6% |
| Years of dividend growth | 0 | 13 (better) |
| Dividend growth, 5Y average | 5.9% | 13.7% (better) |
| Buyback yield | – | 5.8% |
| Shareholder yield | 2.2% | 6.1% (better) |
| Ownership | ||
| Held by institutions | 89.2% | 90.4% |
| Held by insiders | 0.43% | 0.05% |
| Insider net buying, 12 months | −$324M | −$28.3M (better) |
| Superinvestors holding | 6 (better) | 1 |
| Short interest, % of float | 1.3% | 2.0% |
Go deeper
- CVS stock overview
- CVS income statement
- CVS 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.