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Cencora

NYSE: COR

Stock price

307.9 USD

(+Infinity%) NaN day

Health Care DistributorsMedical - Distribution

Financial Performance

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5Y price score: 238

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 283.9%

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    244.8

    52-week range

    377.5

    307.9

    Your model inputs

    Required return / cost of capital
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    FCFF terminal growth rate
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    Your fair value & Margin of safety

    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    2.6 %

    Dividend Yield TTM

    0.8 %

    Market cap $

    $ 59,905

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    23.6

    Price / Book TTM

    17.6

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    4.1

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    5.3 %

    181.4 %

    283.9 %

    Free cash flow per share growth

    9.8 %

    83.1 %

    (3) %

    Earnings per share growth

    5.7 %

    148 %

    1,383.9 %

    Founded: 1,985

    Employees: 47,000

    Business Summary:Cencora, Inc. functions as a global leader in the sourcing and distribution of pharmaceutical products, with operations spanning both the United States and international markets. Within its U.S. Healthcare Solutions segment, the company supplies a broad spectrum of pharmaceutical items, including generic and injectable medications, over-the-counter health products, and home healthcare equipment. Its extensive client network includes acute care hospitals, health systems, a variety of retail and mail-order pharmacies (independent, chain, long-term care), medical clinics, and other healthcare providers. This division also manages the distribution of crucial specialized pharmaceutical products like plasma, blood derivatives, and vaccines. Beyond product supply, Cencora offers comprehensive support services, such as pharmacy management, staffing solutions, and strategic consulting. It develops and implements supply management software, provides packaging services for both institutional and retail healthcare settings, and assists with clinical trial support, post-market approval processes, and commercialization strategies. For biotechnology and pharmaceutical manufacturers, the company delivers data analytics, outcomes research, and other specialized services. Furthermore, Cencora serves the animal health market, providing pharmaceuticals, vaccines, parasiticides, diagnostics, and micro feed ingredients for both companion and production animals. It also offers sales force support to manufacturers and specialized services to medical professionals, particularly oncologists, as well as to hospitals and dialysis clinics. The International Healthcare Solutions division concentrates on global pharmaceutical wholesale activities, associated services, and worldwide commercialization support. It ensures the efficient distribution of medicines, various healthcare goods, and related services to an international customer base comprising pharmacies, doctors, health centers, and hospitals. This segment also delivers specialized transportation and logistics solutions specifically designed for the biopharmaceutical sector. Founded in 1871, the company was formerly known as AmerisourceBergen Corporation before adopting the name Cencora, Inc. in August 2023. Its corporate headquarters are situated in Conshohocken, Pennsylvania.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q2 (May 6, 2026)

    1) Strategy & Leadership
    - Cencora's leadership remains confident in their fiscal 2026 guidance, emphasizing the resilience of their business model.
    - The company announced the resumption of opportunistic share repurchases, aiming to repurchase $1 billion worth of shares by the end of the calendar year.
    - Investments in digital transformation and specialty pharmaceuticals are key priorities, enhancing their role in the pharmaceutical supply chain.

    2) Financial & Segment Results
    - Adjusted diluted EPS grew by 7.5% to $4.75, with full-year guidance raised to a range of $17.65 to $17.90.
    - Consolidated revenue reached $78.4 billion, up 4% YoY, driven by growth in both U.S. and International Healthcare Solutions segments.
    - U.S. Healthcare Solutions revenue was $68.8 billion, up 3%, while International Healthcare Solutions revenue was $7.6 billion, up 13%.
    - Consolidated operating income increased by 6% to $1.3 billion, with U.S. Healthcare Solutions operating income at $998 million, also up 6%.

    Metric Q2 2026 Results YoY Change
    Adjusted Diluted EPS $4.75 +7.5%
    Consolidated Revenue $78.4 billion +4%
    U.S. Healthcare Solutions Revenue $68.8 billion +3%
    International Healthcare Solutions Revenue $7.6 billion +13%
    Consolidated Operating Income $1.3 billion +6%

    3) Problems / Headwinds
    - Revenue growth was tempered by $2 billion in manufactured list price reductions and the loss of an oncology customer, which impacted growth expectations.
    - Weather-related issues led to a $10 million headwind in operating income due to missed patient appointments.
    - The speed of brand conversions for a large mail order pharmacy customer was faster than anticipated, affecting revenue but resulting in higher margins overall.

    4) Operational or Product Plans
    - Cencora is focusing on optimizing its portfolio, including the merger of MWI Animal Health with Covetrus and the divestiture of U.S. hub consulting services.
    - The company is enhancing its specialty pharmaceuticals capabilities, particularly in areas like cell and gene therapies and laboratory logistics.
    - Continued investments in AI-supported tools are expected to improve customer support operations and operational efficiency.

    5) Guidance & Outlook / Investor Angle
    - Full-year revenue growth is now expected to be in the range of 4% to 6%, down from 7% to 9%, primarily due to lower expectations for U.S. Healthcare Solutions.
    - Operating income growth guidance has been increased to 12% to 14%, reflecting strong performance in both reportable segments.
    - The company maintains confidence in long-term growth targets of 7% to 10% organic operating income growth and 10% to 14% EPS growth.

    Bottom line: Cencora's fiscal 2026 guidance reflects resilience despite headwinds, with strategic investments in digital transformation and specialty pharmaceuticals positioning the company for sustainable long-term growth. The resumption of share repurchases signals confidence in value creation for shareholders.

    Annual Reports, Presentations And IR Contacts

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    Annual report links (10K)
    2025202420232022202120202019201820172016

    Cencora — Financial Overview, Stock Price, Market Cap

    Cencora is a company. Founded in 1985. As of July 20, 2026, the company's market capitalization is $59905350374 with a current stock price of $307.90.