2026oct
CAH Oct 2026 · Hold
Cardinal Health Inc. (NYSE: CAH) is rated Hold with a composite intrinsic fair value of $244.05 compared to a current share price of $228.30 as of 2026-10-02, offering a modest 6.9% implied upside. While the business benefits from wholesale triopoly scale, a nearly 99% order fill rate, and robust $4.53B free cash flow, razor-thin 1.03% operating margins and anchor customer concentration with CVS Health (28% of revenue) warrant a neutral stance at current market levels.Latest published research · analyzed 2026-10-03 · current · sources aging