McKesson (MCK) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
McKesson (MCK) is rated a buy, offering capital growth and dividend potential, underpinned by robust top-line and EPS growth. MCK's diversified portfolio, role in oncology and collaboration with big pharma names like AbbVie, and investment-grade Fitch rating support its investment case despite negative equity. Valuation appears compelling, with MCK trading at a forward earnings multiple of ~18x and estimated 18–22% upside by March 2028.
McKesson's growth in specialty pharma, oncology services and tech-driven solutions is boosting earnings, but policy and execution risks remain in focus.