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Cencora

NYSE: COR

Stock price

328.06 USD

(+0%) TODAY

Health Care DistributorsMedical - Distribution

Financial Performance

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5Y price score: 251

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The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.

A score of 100 indicates that the stock did as well as the S&P 500 Index.

A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.

10Y return: 310.6%

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    244.8

    52-week range

    377.5

    328.06

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    FCFF terminal growth rate
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    To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.

    Forecast:

    Valuation

    Free Cash Flow Yield

    Help
    FCF Yield TTM = Trailing Twelve Months free cash flow per share / current market price per shareLearn more

    6.4 %

    Dividend Yield TTM

    0.7 %

    Market cap $

    $ 63,828

    Price / Earnings TTM

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    P/E TTM = current market price per share / Trailing Twelve Months diluted earnings per shareLearn more

    24.4

    Price / Book TTM

    20.8

    PEG TTM

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    Price/Earnings-to-Growth ratio = P/E TTM divided by most recent annual diluted earnings per share growth rateLearn more

    2

    Earnings growth and return

    LTM

    5YR

    10YR

    Total return (price & dividends)

    14.6 %

    188.2 %

    310.6 %

    Free cash flow per share growth

    3,404.2 %

    83.1 %

    (3) %

    Earnings per share growth

    11.9 %

    148 %

    1,383.9 %

    Founded: 1,985

    Employees: 47,000

    Business Summary:Cencora, Inc. functions as a global leader in the sourcing and distribution of pharmaceutical products, with operations spanning both the United States and international markets. Within its U.S. Healthcare Solutions segment, the company supplies a broad spectrum of pharmaceutical items, including generic and injectable medications, over-the-counter health products, and home healthcare equipment. Its extensive client network includes acute care hospitals, health systems, a variety of retail and mail-order pharmacies (independent, chain, long-term care), medical clinics, and other healthcare providers. This division also manages the distribution of crucial specialized pharmaceutical products like plasma, blood derivatives, and vaccines. Beyond product supply, Cencora offers comprehensive support services, such as pharmacy management, staffing solutions, and strategic consulting. It develops and implements supply management software, provides packaging services for both institutional and retail healthcare settings, and assists with clinical trial support, post-market approval processes, and commercialization strategies. For biotechnology and pharmaceutical manufacturers, the company delivers data analytics, outcomes research, and other specialized services. Furthermore, Cencora serves the animal health market, providing pharmaceuticals, vaccines, parasiticides, diagnostics, and micro feed ingredients for both companion and production animals. It also offers sales force support to manufacturers and specialized services to medical professionals, particularly oncologists, as well as to hospitals and dialysis clinics. The International Healthcare Solutions division concentrates on global pharmaceutical wholesale activities, associated services, and worldwide commercialization support. It ensures the efficient distribution of medicines, various healthcare goods, and related services to an international customer base comprising pharmacies, doctors, health centers, and hospitals. This segment also delivers specialized transportation and logistics solutions specifically designed for the biopharmaceutical sector. Founded in 1871, the company was formerly known as AmerisourceBergen Corporation before adopting the name Cencora, Inc. in August 2023. Its corporate headquarters are situated in Conshohocken, Pennsylvania.

    Fair Value Reference Estimate

    Latest Earnings Call Takeaways

    2026 Q3 (Aug 5, 2026)

    1) Strategy & Leadership - Cencora's performance in Q3 2026 was driven by a strong execution of its pharmaceutical-centric strategy, which focuses on specialty pharmaceuticals and digital transformation. - The company emphasized its differentiated specialty pharmaceutical platform that supports innovation and patient care. - Leadership changes include the appointment of Eva Boratto as CFO, who is expected to enhance financial discipline and growth strategies. - The company is committed to investing in talent and culture to equip teams for future growth.

    2) Financial & Segment Results - Revenue for Q3 was $84.8 billion, a 5% YoY increase. - Adjusted operating income grew by 17%, reaching $1.2 billion. - Adjusted EPS increased by 12%, leading to a revised fiscal 2026 EPS guidance of $17.75 to $17.95. - The U.S. Healthcare Solutions segment generated $74.9 billion in revenue, also up 5%, with operating income rising 16% to $966 million. - The International Healthcare Solutions segment saw revenue of $7.7 billion, up 6%, with operating income increasing 21%.

    Metric Q3 2026 Results YoY Change
    Revenue $84.8 billion +5%
    Adjusted Operating Income $1.2 billion +17%
    Adjusted EPS $17.75 - $17.95 +12%
    U.S. Healthcare Revenue $74.9 billion +5%
    International Revenue $7.7 billion +6%

    3) Problems / Headwinds - The company faced headwinds from manufacturer list price reductions, which impacted revenue growth by approximately $2.4 billion. - The loss of an oncology customer in 2025 and lower sales to a large mail order customer also contributed to challenges in revenue. - Increased net interest expense of $141 million due to debt from the OneOncology acquisition.

    4) Operational or Product Plans - Cencora is focused on enhancing its digital transformation, utilizing AI for demand forecasting to improve operational efficiency. - The company is integrating OneOncology and RCA into its operations, with a focus on expanding clinical trial capabilities. - There are ongoing plans for strategic alternatives for certain businesses, with MWI Animal Health showing strong performance. - Cencora is committed to maintaining a robust pipeline for specialty products and exploring tuck-in acquisitions in oncology and retina.

    5) Guidance & Outlook / Investor Angle - Cencora raised its fiscal 2026 EPS guidance, reflecting confidence in continued execution and growth. - The company expects U.S. Healthcare Solutions revenue growth to be in the lower half of the 4% to 6% range, while International Healthcare Solutions is projected to grow approximately 8%. - Investors should note the potential impact of regulatory changes, particularly regarding ASP rules and the 340B program, but management remains confident in long-term profitability.

    Bottom line: Cencora's strong Q3 results and raised guidance reflect effective execution of its pharmaceutical-centric strategy, positioning the company for sustained growth despite facing some headwinds. The focus on specialty pharmaceuticals and digital transformation enhances its competitive edge, making it a compelling investment for shareholders.

    Annual Reports, Presentations And IR Contacts

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    Cencora — Financial Overview, Stock Price, Market Cap

    Cencora is a company. Founded in 1985. As of August 26, 2026, the company's market capitalization is $63827701344 with a current stock price of $328.06.