Here is how McKesson (MCK) stacks up against its peers in size, valuation, growth and margin.
- MCK’s operating margin of 1.3% is modest, lower than most peers – trailing THC (15.6%).
- MCK’s revenue growth of 20.3% in the last 12 months is strong, outpacing CAH, THC, HSIC, COR.
- MCK gained 47.4% in the past year and trades at a PE of 29.3, outperforming its peers.
As a quick background, McKesson provides healthcare supply chain management, retail pharmacy, oncology and specialty care, and information solutions, including medication access support through technology platforms.
| MCK | CAH | THC | HSIC | COR | |
|---|---|---|---|---|---|
| Market Cap ($ Bil) | 92.6 | 36.8 | 17.6 | 8.4 | 58.6 |
| Revenue ($ Bil) | 377.6 | 222.6 | 20.7 | 12.8 | 316.7 |
| PE Ratio | 29.3 | 23.6 | 11.9 | 21.7 | 30.9 |
| LTM Revenue Growth | 20.3% | -1.9% | -1.1% | 2.3% | 11.6% |
| LTM Operating Margin | 1.3% | 1.0% | 15.6% | 6.0% | 1.2% |
| LTM FCF Margin | 1.5% | 0.8% | 7.5% | 2.6% | 0.4% |
| 12M Market Return | 47.4% | 40.4% | 14.9% | -3.4% | 33.5% |
Why does this matter? MCK just went up 7.7% in a month – peer comparison puts stock performance, valuation, and financials in context – highlighting whether it is truly outperforming, lagging behind, and above all – can this continue? Read Buy or Sell MCK Stock to see if McKesson holds up as a quality investment.
While peer comparison is critical Trefis High Quality Portfolio evaluates much more, and is designed to reduce stock-specific risks while giving upside exposure.
Revenue Growth Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| MCK | 20.3% | 16.2% | 11.7% | 4.8% | |
| CAH | -1.9% | -1.9% | 10.7% | 13.0% | |
| THC | -1.1% | – | 0.6% | 7.2% | -1.6% |
| HSIC | 2.3% | – | 2.7% | -2.4% | 2.0% |
| COR | 11.6% | – | 12.1% | 9.9% | 11.5% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| MCK | 1.3% | 1.3% | 1.4% | 1.7% | |
| CAH | 1.0% | 1.0% | 0.9% | 0.9% | |
| THC | 15.6% | – | 14.1% | 11.9% | 12.6% |
| HSIC | 6.0% | – | 5.8% | 5.6% | 6.9% |
| COR | 1.2% | – | 1.1% | 1.0% | 1.2% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| MCK | 29.3 | 22.0 | 20.5 | 14.9 | |
| CAH | 23.6 | 18.3 | 29.0 | 60.8 | |
| THC | 11.9 | – | 3.8 | 12.6 | 12.7 |
| HSIC | 21.7 | – | 22.5 | 23.8 | 20.2 |
| COR | 30.9 | – | 29.6 | 23.8 | 20.3 |
The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.
Disclaimer: The story “MCK Surges 6.4% In A Single Day: Where Does It Rank Among Competitors?” first appeared on Trefis and is syndicated via Digpu & NewsTex.