İsteğe bağlı ürün analizi
İzninizle, hangi araştırma yolculuklarının işe yaradığını anlamak için gizliliği gözeten sınırlı analizler kullanırız. Reklam izleyicileri veya oturum kaydı kullanmayız. Bu seçimi Tercihler bölümünden değiştirebilirsiniz. Okuyun Gizlilik Politikası.
Cencora, Inc.'s published Hold conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $65.0B | |
|---|---|---|
| P/E (forward) | 15.7x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2022-09-30 | 2023-09-30 | 2024-09-30 | 2025-09-30 | 2026-09-30 | Trend |
| Revenue | $238.59B | $262.17B | $293.96B | $321.33B | — | +10.4% |
| Gross profit | $8.30B | $8.96B | $9.91B | $11.48B | — | +11.4% |
| Operating income | $2.37B | $2.34B | $2.18B | $2.63B | — | +3.6% |
| Net income | $1.70B | $1.75B | $1.51B | $1.55B | — | -2.9% |
| EPS (diluted) | $8.04 | $8.53 | $7.53 | $7.96 | $13.31 | +13.4% |
| EBITDA | $3.12B | $3.42B | $3.37B | $3.75B | — | +6.2% |
| R&D | — | — | — | — | — | — |
| SG&A | $4.85B | $5.31B | $5.66B | $6.49B | — | +10.2% |
Recent company headlines from major financial publishers.
Specialty pharmaceutical distribution and oncology MSO capabilities accelerate following the integration of American Oncology Network. Top-line revenue compounds at 7.5% to 8.0%, gross margin expands above 3.7%, and operating margin expands toward peer levels of 1.35%. Robust free cash flow accelerates share retirements well beyond the baseline.
Cencora compounds at steady mid-single-digit rates in line with the house schedule, with FY2027 revenue reaching $351.85B and adjusted EPS reaching $19.80. Operating margin normalizes along the 1.22% to 1.30% glide path, while share repurchases reduce diluted share count by 1.5% annually, supporting a fair value of $328.59.
| Ke ↓ / g → | 2.0% | 2.3% | 2.5% | 2.8% | 3.0% |
|---|---|---|---|---|---|
| 6.6% | $356 | $364 | $373 | $384 | $395 |
| 7.1% | $335 | $342 | $349 | $357 | $366 |
| 7.6% | $318 | $323 | $329 | $335 | $342 |
| 8.1% | $303 | $307 | $312 | $317 | $322 |
| 8.6% | $289 | $293 | $297 | $301 | $306 |
Upcoming earnings date and setup when available.
Her ay yayımlanan araştırma sürümünün taşıdığı derecelendirme. Bir derecelendirme, analiz tarihindeki fiyatı gerçeğe uygun değerle karşılaştırır; tahminin doğru çıkıp çıkmadığının kaydı değildir.
| Yıl | Oca | Şub | Mar | Nis | May | Haz | Tem | Ağu | Eyl | Eki | Kas | Ara |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
