McKesson vs UnitedHealth
MCK and UNH side by side. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How MCK and UNH compare
UnitedHealth is the larger company, worth 3.2 times as much as McKesson ($365B against $116B).
On earnings, UnitedHealth is cheaper: it trades at 26.2× trailing earnings, against 26.6× for McKesson.
McKesson grew revenue faster over the last twelve months (8.8% versus 6.5% for UnitedHealth).
UnitedHealth keeps more of each dollar of sales as profit, with a net margin of 3.1% compared with 1.1% at McKesson.
Both pay dividends: McKesson yields 0.34% and UnitedHealth 2.2%.
McKesson scores higher on the StockData Score (16 against 11 for UnitedHealth), 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 | MCK | UNH |
|---|---|---|
| Size and price | ||
| Market cap | $116B | $365B |
| Share price | $994.58 | $406.97 |
| Change, 1 year | 23.1% | 14.6% |
| Change, 5 years | 349% | −10.7% |
| Beta (5Y) | 0.31 | 0.32 |
| Employees | 43K | 390K |
| StockData Score | ||
| Total score | 16 (better) | 11 |
| Valuation score | 1 (better) | 0 |
| Growth score | 5 (better) | 3 |
| Performance score | 3 (better) | 2 |
| Health score | 3 (better) | 2 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 26.6× | 26.2× (better) |
| P/S | 0.3× (better) | 0.8× |
| EV/EBITDA | 17.7× | 15.9× (better) |
| P/FCF | 18.1× | 15.5× (better) |
| PEG | 1.74 | – |
| FCF yield | 5.5% | 6.5% (better) |
| Fair value | $851.89 | – |
| Margin of safety | −16.8% | – |
| Growth | ||
| Revenue growth (TTM) | 8.8% (better) | 6.5% |
| Revenue growth, 5Y average | 11.1% | 11.7% (better) |
| Net income growth (TTM) | 45.1% (better) | −33.7% |
| EPS growth (TTM) | 49.0% (better) | −32.7% |
| EPS growth, 5Y average | – | −3.8% |
| Profitability | ||
| Gross margin | 3.6% | 88.6% (better) |
| Operating margin | 1.6% | 4.8% (better) |
| Net margin | 1.1% | 3.1% (better) |
| FCF margin | 1.6% | 5.2% (better) |
| Return on invested capital | 287% | – |
| Financial health | ||
| Net debt / EBITDA | 0.67 (better) | 1.61 |
| Interest coverage | 23.6× (better) | 5.6× |
| Current ratio | 0.89 (better) | 0.78 |
| Altman Z-score | 5.91 (better) | 3.12 |
| Piotroski F-score | 6 | 7 (better) |
| Dividends and buybacks | ||
| Dividend yield | 0.34% | 2.2% (better) |
| Payout ratio | 8.6% | 57.3% |
| Years of dividend growth | 13 | 16 (better) |
| Dividend growth, 5Y average | 13.7% (better) | 12.6% |
| Buyback yield | 5.8% (better) | 0.28% |
| Shareholder yield | 6.1% (better) | 2.5% |
| Ownership | ||
| Held by institutions | 90.4% | 87.7% |
| Held by insiders | 0.05% | 0.18% |
| Insider net buying, 12 months | −$28.3M | −$945K (better) |
| Superinvestors holding | 1 | 8 (better) |
| Short interest, % of float | 2.0% | 1.8% |
Go deeper
- MCK stock overview
- MCK income statement
- MCK valuation and score
- UNH stock overview
- UNH income statement
- UNH valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.