MCK
MCKESSON CORPEvidence as of 2026-09-02Overview · MCKESSON CORP
McKesson Corporation provides healthcare services in the United States and internationally. It operates through four segments: U.S. Pharmaceutical, Prescription Technology Solutions (RxTS), Medical-Surgical Solutions, and International. The U.S. Pharmaceutical segment distributes branded, generic, specialty, biosimilar and over-the-counter pharmaceutical drugs, and other healthcare-related products. This segment also…
Management team
- Paul A. Smith · Senior Vice President of TaxesFind on LinkedIn
- Ms. Rachel Rodriguez · Vice President of Investor RelationsFind on LinkedIn
- Ms. Michele Lau J.D. · Executive VP & Chief Legal OfficerFind on LinkedIn
- Mr. Britt J. Vitalone CPA · Executive VP & CFOFind on LinkedIn
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Links open LinkedIn searches, not verified profiles. Team data from our market-data vendor's company profile.
Moneyta sentiment
Where the published evidence leans after the desk debated it — not a rating or a recommendation.
+0.3 on a −2 to +2 scale — was +0.4 before the debate changed the read.
What builds the score
Solid bars are analyst rubric scores; faded bars are computed directly from data. Claims dropped in debate count for nothing; weakened claims count at half weight.
Editor's note
Written after the debate settled — the rest of the page is the evidence behind it.
The surviving evidence shows revenue of $105,380,000,000 in Q1 2027 (fiscal quarter ended 2026-07-31), up $7,553,000,000 from $97,827,000,000 in the comparable fiscal Q1 2026 (fiscal quarter ended 2025-07-31). Revenue gains are larger in absolute terms in later comparable quarters: Q2 YoY +$9,499,000,000 and Q3 YoY +$10,864,000,000 across the periods presented.
Margins edged higher even as reported net income fell: gross margin rose to about 3.5% in Q1 2027 and operating margin to about 1.25%, yet Q1 2027 net income was $614,000,000 versus $784,000,000 in the comparable prior-year quarter. Share count is declining (weighted-average diluted shares from 125,500,000 to 119,200,000; point-in-time shares 125,112,236 to 116,590,363) with repurchases rising from $581,000,000 to $2,530,000,000, while long-term debt increased by $3,203,000,000 to $9,729,000,000 as of 2026-06-30.
How this note was made
every stage ran before the note was writtenAnalyst desk
Mercer, Oakes, Nash, Ellis, Yates, Talbot and Archer. The desk: named AI agents, not people. Each reads one slice of the evidence and nothing else — no outside knowledge, no browsing — so every finding traces to a source you can open.
Reads the XBRL figures companies file with the SEC — revenue, margins, income, debt and share count, quarter by quarter — and reports which way the trend is running.
Revenue in the most recent fiscal Q1 2027 (2026-04-01 to 2026-06-30) was $105,380,000,000, up from $97,827,000,000 in the comparable fiscal Q1 2026 (2025-04-01 to 2025-06-30), an absolute increase of $7,553,000,000.
XBRL companyfacts · 0000927653-26-000234Comparable quarter revenue increases show larger absolute year-over-year gains across Q1–Q3 comparisons: Q1 YoY +$7,553,000,000 (see fiscal Q1 2027 vs fiscal Q1 2026), Q2 YoY +$9,499,000,000 (103,150,000,000 vs 93,651,000,000), and Q3 YoY +$10,864,000,000 (106,158,000,000 vs 95,294,000,000), indicating larger absolute sequential YoY revenue lifts in the later quarters present in the evidence.
XBRL companyfacts · 0000927653-26-000234Reads the filings themselves, above all the year-over-year diff of Item 1A risk factors: which risks a company added, dropped or quietly reworded since its last annual report.
Which filings the desk reads
The desk reads the annual 10-K in full — its risk factors, and how they changed since last year. Quarterly 10-Qs and event filings (8-Ks, insider Form 4s) are listed for context but not read line by line: the 10-K is where the material risk disclosures live. A brand-new company, or one we have only just begun tracking, may have no annual report on file yet — its risk analysis fills in once that lands.
An Item 8-K the 8-K filed 28 August 2026 was filed on 2026-08-28.
8-K filed 2026-08-28The evidence set provided contains only the single 8-K filing (the 8-K filed 28 August 2026) and no additional filing text or exhibits to analyze.
8-K filed 2026-08-28Reads the signal panel above — momentum, volatility, drawdown, relative strength and beta — and ranks each against the whole research universe rather than judging it in isolation.
As of 2026-09-01, MCK's 3-month momentum is +23.1% and its 12_1 momentum is +19.8%, while 6-month momentum is -8.8%, showing mixed intermediate/short-term momentum readings on that date.
Moneyta signal set · 2026-09-01weakened in debateAs of 2026-09-01, MCK's 6-month relative strength versus SPY is -21.1% (21st percentile of the 547-stock research universe) and 12-month relative strength is +13.5% (rank not provided), indicating the stock has materially underperformed SPY over the past 6 months but outperformed over 12 months on that date.
Moneyta signal set · 2026-09-01Reads which funds hold the name and at what weight, plus insider Form 4 filings, to show the exposure you may already carry through index funds.
As of 2026-09-02, McKesson (MCK) is held in the healthcare sector ETF XLV at a weight of 1.87% of that fund.
ETF constituents · market dataAs of 2026-09-02, MCK appears in multiple broad and factor ETFs including JEPI (0.6%), VTV (0.34%), SCHB (0.16%), SCHX (0.15%), VOO (0.15%), IWF (0.14%), and IVV (0.14%), giving it dispersed passive exposure across several large funds.
ETF constituents · market dataReads recent headlines that are genuinely about this company, ignoring rating chatter and market-wide stories. Findings argue in the debate but never move the sentiment score.
One outlet reports McKesson has drawn renewed investor attention after portfolio changes and a raised fiscal 2027 outlook alongside an upcoming technology leadership summit appearance.
News · simplywall.st · 2026-09-01Two outlets ran retrospective pieces showing how a $1,000 investment in McKesson made 10 years ago would have performed, framing coverage around long-term total-return narratives.
News · zacks.com · 2026-09-01Reads parsed Forms 3/4/5 — who bought or sold, at what size, and whether a 10b5-1 plan was involved. Flags clustered open-market officer buying; treats plan sales as routine and never counts a fund or 10%-holder as an officer.
No insider transactions on file in the trailing 180 days.
Reads the implied-expectations math built from the company's own filings (the growth rate today's price would justify, and the multiples beside it) and argues whether the market's bar looks high or low for this business. Never turns the math into a target.
The data shows a trailing twelve-month price/earnings (P/E) ratio of 30.32 using EPS TTM = 29.91 and the market price.
Valuation inputs · SEC XBRL + stored EOD closeEnterprise value to EBITDA (EV/EBITDA) on a trailing twelve-month basis is 17.47 with EBITDA TTM = 6,314,000,000 and enterprise value = 110,285,643,458.
Valuation inputs · SEC XBRL + stored EOD closeDebate and risk review
A bull and a bear contest the claims and the chair rules on each; the risk review stress-tests what survived.
A bull and a bear argue the analysts' claims across two rounds, then a chair rules on each one. Only what survives feeds the score — the argument is shown, not hidden, so you can judge the reasoning yourself.
The evidence set shows clear top-line strength and improving operating profitability: sequential comparable quarters exhibit growing absolute revenue gains (fundamentals-1) and Q1 YoY gross and operating margin expansion (fundamentals-2, fundamentals-3). Capital return activity has materially reduced share count and increased repurchases (fundamentals-4, fundamentals-5), which combined with positive operating income on a TTM basis (valuation-3) and a reasonable EV/EBITDA (valuation-1) supports a favorable operational and capital-allocation read. Market signals and ownership data add supporting context: recent positive short-term momentum and price above both SMAs (market-0, market-5), inclusion in major ETFs (ownership-0, ownership-1), and a buy-tilt street consensus bolster the view that the company is attracting investor interest (third-party street consensus; news-0). These supportive points jointly address many downside observations by showing improving underlying business performance and active shareholder-return policies despite reported headwinds.
Chair's verdict, claim by claim
Fragility · computed, not argued
balanced0.40
35 surviving claims rest on 12 distinct sources; the heaviest analyst carries 23% of them, and 99% of what the desk raised survived the debate.
The evidence set is moderately resilient: 35 surviving claims draw on a dozen distinct sources, but a single analyst/line carries nearly a quarter of the surviving claims and most desk challenges (99%) did not eliminate claims. Much of the factual weight rests on a small number of primary documents (notably the recent 10‑Q) and computed signals, so these conclusions should be treated as informational summaries that rely heavily on those specific inputs.
Disconfirming evidence · base rates · falsifiers
Context
Outside consensus, and where this name already sits in your own portfolio.
Third-party consensus shown for context. It never enters Moneyta sentiment — when the two diverge, the debate above is where the why lives.
What this was built from
Every figure on this page traces to one of these. The desk reads only what is listed here — no outside knowledge, no browsing — and each card shows who read it and what it contributed to the score.
14 filings· 1 cited
SEC XBRL filings
Quarterly figures as filed with the SEC, read straight from EDGAR's structured data — not retyped or estimated.
Read by Mercer+0.5 to the score
1 document
SEC filing documents
The filings themselves, including the year-over-year comparison of Item 1A risk factors.
Read by Oakes+0.0 to the score
1 signal set
Moneyta signal set
Computed from our own end-of-day price history and ranked against the whole research universe. No AI involved.
Read by Nash+0.1 to the score
2 holdings records· 1 cited
Fund holdings
Which funds hold this name and at what weight, plus insider Form 4 filings.
Read by Ellis+0.8 to the score
8 headlines· 2 cited
News coverage
Recent headlines about this company, rating chatter excluded and nothing published after the report date.
Read by Yatesnothing survived
1 computation
Valuation inputs
TTM cash-flow figures from the company's own XBRL filings, priced with the stored closing price. Implied growth and multiples only; no fair-value dollar figure reaches the desk, by design.
Read by Archercontext only
1 record· 0 cited
Company profile
Sector, industry and company details.
1 record· 0 cited
Analyst consensus
Third-party consensus, shown for context only — it never enters Moneyta sentiment.
Read means we pulled and handed it to an analyst; cited means a claim on this page points at it. Reading twelve quarters to state one trend is normal — the gap is shown rather than hidden.
Written by AI, checked against sources
The analysts, the bull–bear debate and the editor's note are AI agents reading only the evidence listed on this page. They can misread a filing or a headline, which is why every claim cites a source you can open and check yourself. The sentiment score is arithmetic over the claims that survived the debate, not a language model's opinion.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations. Past patterns do not indicate future results.
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The full terminal on MCK Gold
Who holds it, who's buying, what the Street thinks: live behind the lock, updated as filings land.
Institutional holders
Net institutional flow, Q/Q
Largest holder position
Insider buys, 90 days
Clustered insider value
Street target range
The real figures are for members. Educational analysis, not advice.
Educational analysis of published data. Moneyta does not give investment advice or make recommendations.