Comfortable leader
7 companies value 242 bn revenue 998 bn margin 0.9% free cash flow 15 bn avg. score 2.8
MCK holds 48.8% of the group's value, 1.8x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MCK | McKesson United States · score 5.1 | 49% | 118 bn | 411 bn | 1.1% | 6.4 bn | 5.4% | 0.3% | Drug distribution and pharmacy services · Largest US drug distributor; a three-company oligopoly | |
| 2 | COR | Cencora United States · score 6.3 | 27% | 65 bn | 333 bn | 0.8% | 4.1 bn | 6.3% | 0.7% | Pharmaceutical distribution and services for drugmakers · 2nd largest distributor; stable margins and high return on capital | |
| 3 | CAH | Cardinal Health United States · score 5.3 | 24% | 59 bn | 254 bn | 0.7% | 4.5 bn | 7.7% | 0.8% | Distribution of drugs and medical products · No. 3 in the US drug distribution oligopoly | |
| 4 | COSM | Cosmos Health Inc. Greece · score 0.0 | 0% | 0.0 bn | 0.1 bn | -33.1% | -0.0 bn | -30.4% | — | Vertically integrated health group: medicines, generics and telehealth · Greece — revenue of $74m | |
| 5 | MEDS | DataMeds AI, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -11x | -0.0 bn | -167.5% | — | Pharmacy, wholesale and technology for clinical services · Florida — revenue of $8m | |
| 6 | RDGT | Ridgetech Inc. China · score 1.4 | — | — | 0.1 bn | -0.9% | 0.0 bn | — | — | Wholesale distribution of drugs and health products in China · China — revenue of $132m | |
| 7 | HKPD | Cellyan Biotechnology Co., Ltd Hong Kong · score 1.7 | — | — | 0.0 bn | -8.5% | 0.0 bn | — | — | Imported over-the-counter medicines on Chinese e-commerce · Hong Kong — revenue of $13m |
Other industries in the same sector
- Sector overview
- Large-cap pharmaceuticals 9 companies
- Biotechnology 57 companies
- European pharmaceuticals 5 companies
- Lab tools and consumables 37 companies
- Health insurance and services 17 companies
- Medical devices 87 companies
- Specialty pharmaceuticals 77 companies
- Clinical-stage pharmaceuticals 251 companies
- Robotic surgery and advanced medtech 9 companies
- Hospitals 23 companies
- Emerging biotech 5 companies
- Molecular testing and advanced diagnostics 42 companies
and 22 industries more
- Vaccines and mRNA 14 companies
- Clinical-stage biotech 200 companies
- Generics and biosimilars 10 companies
- Animal health 7 companies
- Contract research (CRO) 10 companies
- Consumer health (OTC) 4 companies
- Healthcare software 18 companies
- Rehabilitation and home care 15 companies
- Genomics and sequencing 9 companies
- Structural heart 8 companies
- Ophthalmology 12 companies
- Medical imaging and hospital equipment 16 companies
- Diagnostic labs 6 companies
- Medical and dental supply distribution 3 companies
- Diabetes monitoring 9 companies
- Pharmaceutical royalties 5 companies
- Respiratory and sleep therapy 9 companies
- Orthopedic implants 17 companies
- Dialysis 3 companies
- Telehealth and digital health 12 companies
- Dental 4 companies
- Medical and recreational cannabis 16 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.