McKesson: The Healthcare Supplier On My Buy List This Summer, As Growth Accelerates

McKesson (MCK) is rated a buy, offering capital growth and dividend potential, underpinned by robust top-line and EPS growth. MCK's diversified portfolio, role in oncology and collaboration with big pharma names like AbbVie, and investment-grade Fitch rating support its investment case despite negative equity. Valuation appears compelling, with MCK trading at a forward earnings multiple of ~18x and estimated 18–22% upside by March 2028. Key risks include supply-chain disruptions and negative equity, but dividend growth, a conservative payout ratio, and sector scale mitigate concerns.

A compelling growth idea I found this month is major healthcare supplier McKesson ( MCK ), who beat earnings estimates in early May, and was reported