MCK
McKesson CorporationHealthcare · $100.4B market cap
Verdict
Share price
$902.28
close of Oct 3, 2026
Fair value
$625.64
Sticker Price
Payback Price
$250.26
buy price
MCK is Overpriced: at $902.28 it trades 44% above its fair value of $625.64. Its buy price (Payback Price) is $250.26, 72% below today's price. Business quality is limited: only 1 of 5 key numbers clears the 10% bar.
How we valued it
Free Cash Flow. Sales grew 13% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
1 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold MCK. In Q2 2026, 1 trimmed. Who we track
Stephen Mandel
Lone Pine Capital · as of Q2 2026
$43.7M
57,851 shares
Muhlenkamp
Muhlenkamp · as of Q2 2026
$20.6M
27,202 shares
Moves in Q2 2026
Trimmed: Stephen Mandel
Insider activity
Since Jun 17, 2026: no open-market purchases, 4 sales worth $13.6M and 11 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Rutledge Napoleon B JR
SVP, Controller & CAO · 2026-09-08
Sold
$99K
Lerman Bradley E
director · 2026-08-10
Sold
$269K
TYLER BRIAN S.
Chief Executive Officer · 2026-07-07
Sold
$6.7M
TYLER BRIAN S.
Chief Executive Officer · 2026-06-17
Sold
$6.6M
Other filings
Srinivasan Ramesh (NMN)
EVP and Chief Strategy Officer · 2026-08-07
Award
368 shares
Dunsire Deborah
director · 2026-07-22
Award
277 shares
OZAN KEVIN M
director · 2026-07-22
Award
277 shares
Martinez Maria
director · 2026-07-22
Award
$225K
Lerman Bradley E
director · 2026-07-22
Award
277 shares
Show all 11 other filingsShow fewer
Gerberding Julie L.
director · 2026-07-22
Award
277 shares
Caruso Dominic J
director · 2026-07-22
Award
$225K
Dunbar Webster Roy
director · 2026-07-22
Award
277 shares
Wilson-Thompson Kathleen
director · 2026-07-22
Award
$225K
Doughtie Lynne M
director · 2026-07-22
Award
277 shares
Hinton James H.
director · 2026-07-22
Award
277 shares
About McKesson Corporation
McKesson Corporation is a prominent global provider of healthcare services, operating extensively in both the United States and international markets. Its diverse operations are strategically organized into four key business segments. The U.S. Pharmaceutical division plays a crucial role in the distribution of a comprehensive array of pharmaceutical products, encompassing branded, generic, specialty, biosimilar, and…
Medical - Distribution
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works