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McKesson (MCK) Stock Analysis

Healthcare Updated August 17, 2026
$859.69
52W $667.50 – $999.00
59/100
$101.74B
23.2
0.31
AI Committee Verdict
Buy
59/100
Conviction: Contested · 67% agreement · 6 analysts
+3.1%
-9.1%
0.34:1
Contested
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is MCK Bullish or Bearish?

Bullish. Innellis AI committee rates McKesson Corporation (MCK) Buy with a composite score of 59/100 , based on 6 analysts with 67% agreement. Last updated August 17, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +15.79 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -4.21 from today. The band boundary is 60.0, 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. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — current ratio of 0.85 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 39.4% shows genuine earnings power backing the valuation — Value
  • EPS growing 49.1% YoY — Growth
  • 5 consecutive earnings beats -- consistent execution — Growth
  • Price structure making higher highs and higher lows — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
  • Price-to-book of 4.3x prices in significant intangible value — Value
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • MACD histogram negative -- bearish momentum — Technical
  • Current ratio of 0.85 is tight -- limited short-term liquidity cushion — Risk
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 17, 2026
Overall Committee Score
59/100
Agreement
67%
Analysts
6
Conviction
Contested
Sector Rank
Top 51%
of 192 Healthcare peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 39.4% shows genuine earnings power backing the valuation
− Price-to-book of 4.3x prices in significant intangible value
Growth Analyst bullish
60 / 100 · High confidence
Strong, accelerating growth with consistent execution
+ EPS growing 49.1% YoY
− Growth rate is decelerating quarter over quarter -- the trend line matters more than the level
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.85 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
80 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
64 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 50 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 2963.04)
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Investment Thesis Evolution

Committee score moved marginally from 59.2 to 59.2.

Analyst-level changes:
  • Portfolio Manager: +1 bearish signal(s).

Comparing 2026-08-16 to 2026-08-17 (1 day apart).

Technical Analysis

RSI (14)
52.5
Neutral
MACD Histogram
-1.501
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Support
$789.96
Resistance
$895.45
Bollinger %B
0.61
Inside Bands
Price vs Moving Averages
EMA 9
$868.95 Below
EMA 21
$854.38 Above
EMA 50
$830.17 Above
EMA 200
$815.94 Above

Fundamental Analysis

Valuation
89
Growth
65
Profitability
16
Financial Health
54
Cash Flow
70
Valuation
P/E Ratio 23.2×
P/B Ratio -24.33×
PEG Ratio 0.47
Dividend Yield 0.38%
52W High $999.00
52W Low $667.50
Quality & Growth
ROE -21924.5%
ROA 578.5%
Gross Margin 363.9%
Operating Margin 161.9%
Revenue Growth YoY
Debt / Equity -2.76
AI Fundamental Assessment
P/E ratio of 23.2 (inexpensive relative to a 15-40x range); Price-to-book of -24.3x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -219.2%; Return on assets of 5.8%; Net margin of 1.1%; Gross margin of 3.6%; Current ratio of 0.89 (tight short-term liquidity); Debt-to-equity of -2.76; Free cash flow per share is positive (55.88); Most recent quarter beat estimates by 3.1%; 5 consecutive earnings beats; EPS growth decelerating (+25.2% -> -15.1% QoQ); Average YoY EPS growth of 20.2%; Analyst estimates rising over recent quarters
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📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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