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COR · NYSE · STOCK

Cencora (COR) Stock Analysis

Healthcare Updated August 25, 2026
$323.47
52W $244.82 – $377.54
55/100
$62.99B
23.9
0.57
AI Committee Verdict
Watch
55/100
Conviction: Contested · 50% agreement · 4 analysts
+16.4%
-11.6%
1.41:1
Contested

Is COR Bullish or Bearish?

Mixed. Innellis AI committee rates Cencora (COR) Watch with a composite score of 55/100 , based on 4 analysts with 50% agreement. Last updated August 25, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +5.02 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -14.98 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case — news sentiment is positive (+0.27 across 22 articles, 14d). Growth Analyst remains cautious — growth rate is decelerating quarter over quarter -- the trend line matters more than the level. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement — Technical
  • News sentiment is positive (+0.27 across 22 articles, 14d) — News
Bear Case
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 25, 2026
Overall Committee Score
55/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 66%
of 192 Healthcare peers
Growth Analyst bearish
35 / 100 · Low confidence
Growth story is weak, decelerating, or inconsistent
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst neutral
54 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (sideways) confirms the daily trend -- multi-timeframe agreement
− MACD histogram negative -- bearish momentum
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst bullish
66 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.27 across 22 articles, 14d)
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3063.01)
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Investment Thesis Evolution

Committee score moved marginally from 53.5 to 55.0.

Analyst-level changes:
  • Growth Analyst: stance neutral->bearish; score 53->35 (-18).
  • Risk Analyst abstained (was bearish at 32).
  • Value Analyst abstained (was neutral at 50).

Comparing 2026-08-24 to 2026-08-25 (1 day apart).

Technical Analysis

RSI (14)
61.7
Neutral
MACD Histogram
-0.644
Bearish Momentum
Trend Direction
Sideways
Weekly: Sideways
Market Structure
Mixed
Support
$286.13
Resistance
$376.69
Bollinger %B
0.76
Inside Bands
Price vs Moving Averages
EMA 9
$317.76 Above
EMA 21
$314.81 Above
EMA 50
$307.19 Above
EMA 200
$308.74 Above

Fundamental Analysis

Valuation
55
Growth
53
Profitability
31
Financial Health
6
Cash Flow
70
Valuation
P/E Ratio 23.9×
P/B Ratio 20.50×
PEG Ratio 0.63
Dividend Yield 0.74%
52W High $377.54
52W Low $244.82
Quality & Growth
ROE 10306.0%
ROA 202.9%
Gross Margin 371.0%
Operating Margin 130.3%
Revenue Growth YoY
Debt / Equity 3.84
AI Fundamental Assessment
P/E ratio of 23.9 (inexpensive relative to a 15-40x range); Price-to-book of 20.5x; PEG ratio of 0.6 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 103.1%; Return on assets of 2.0%; Net margin of 0.8%; Gross margin of 3.7%; Current ratio of 0.93 (tight short-term liquidity); Debt-to-equity of 3.84; Free cash flow per share is positive (21.02); Most recent quarter beat estimates by 2.0%; EPS growth decelerating (+16.4% -> -5.7% QoQ); Average YoY EPS growth of 12.0%; Analyst estimates rising over recent quarters
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