MCKESSON CORP(MCK)Stock Analysis
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Rank #619 of 2,961 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
MCK Stock Analysis & AI Quality Score
Data updated 2026-09-11AI stock analysis and institutional research for MCKESSON CORP (MCK), a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores MCK at 63.4/100 on a 32-signal composite quality model, placing it at rank #619 of 2,961 stocks — the top 25% of the AI-ranked universe. MCK scores in the top quartile across revenue scale (99.7). Areas of concern include free cash flow (30.9) and profitability (38.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), MCKESSON CORP reports quarterly revenue of $105.4B, net income of $614.0M, an operating margin of 1.3%. Top institutional holders of MCK by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. MCK trades on the NYSE exchange and files with the SEC under CIK 927653. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate MCK daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for MCKESSON CORP directly from SEC EDGAR. MCKESSON CORP's 13F Pro composite quality score has ranged between 42 and 66 since 2021, currently 63.4 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.
What's Driving MCK's Business? Latest 10-Q Breakdown
✓ 31/31 datapoints verifiedAI-extracted from MCKESSON CORP's 10-Q filed 2026-08-05 — Q1 FY2027 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Revenues rose 8% to $105.4B on North American Pharmaceutical and Oncology & Multispecialty growth, but net income attributable to McKesson fell 22% to $614M as a $374M redeemable noncontrolling interest redemption-value adjustment cut diluted EPS to $5.15.
Biggest Revenue Drivers
Higher volumes from institutional and retail national account customers, partly offset by branded price decreases and branded-to-generic conversions
Primarily driven by higher specialty pharmaceutical sales in provider solutions
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$105.4B
Net Income
Q2 2026
$614.0M
Free Cash Flow
Q2 2026
$-332.0M
Operating Margin
Q2 2026
1.3%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
+12.4% YoYNet Income
+44.5% YoYOperating Income
+40.5% YoYEPS (Diluted)
+49.2% YoYTotal Assets
+9.6% YoYTotal Debt
+13.8% YoYOp. Cash Flow
+1.2% YoYFree Cash Flow
+3.1% YoY| Metric | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | FY 2021 |
|---|---|---|---|---|---|---|
| Revenue | $403.43B +12.4% | $359.05B +16.2% | $308.95B +11.7% | $276.71B +4.8% | $263.97B +10.8% | $238.23B |
| Net Income | $4.76B +44.5% | $3.29B +9.8% | $3.00B -15.7% | $3.56B +219.6% | $1.11B +124.5% | $-4.54B |
| Operating Income | $6.21B +40.5% | $4.42B +13.1% | $3.91B -10.8% | $4.38B +115.0% | $2.04B +140.4% | $-5.04B |
| EPS (Diluted) | $38.38 +49.2% | $25.72 +14.9% | $22.39 -10.5% | $25.03 +246.2% | $7.23 +125.6% | $-28.26 |
| Total Assets | $82.32B +9.6% | $75.14B +11.4% | $67.44B +8.2% | $62.32B -1.5% | $63.30B -2.6% | $65.02B |
| Total Debt | $7.79B +13.8% | $6.84B +20.5% | $5.68B -13.5% | $6.56B -1.7% | $6.68B -15.4% | $7.89B |
| Operating Cash Flow | $6.16B +1.2% | $6.08B +41.1% | $4.31B -16.4% | $5.16B +16.4% | $4.43B -2.4% | $4.54B |
| Free Cash Flow | $5.72B +3.1% | $5.55B +53.0% | $3.63B -21.2% | $4.60B +13.7% | $4.05B -1.1% | $4.09B |
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Available Research
13F Pro tracks comprehensive data for MCKESSON CORP including:
Top Institutional Holders of MCK
BlackRock, Inc.
$8.2B10,795,054 shVANGUARD CAPITAL MANAGEMENT LLC
$5.9B7,853,137 shSTATE STREET CORP
$4.3B5,727,118 shMORGAN STANLEY
$4.0B5,306,142 shFRANKLIN RESOURCES INC
$2.2B2,905,114 shVANGUARD PORTFOLIO MANAGEMENT LLC
$2.2B2,873,217 shGEODE CAPITAL MANAGEMENT, LLC
$2.1B2,822,155 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$1.9B2,446,386 shFMR LLC
$1.6B2,130,288 shALLIANCEBERNSTEIN L.P.
$1.5B1,686,993 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $8.2B | 10,795,054 |
| VANGUARD CAPITAL MANAGEMENT LLC | $5.9B | 7,853,137 |
| STATE STREET CORP | $4.3B | 5,727,118 |
| MORGAN STANLEY | $4.0B | 5,306,142 |
| FRANKLIN RESOURCES INC | $2.2B | 2,905,114 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.2B | 2,873,217 |
| GEODE CAPITAL MANAGEMENT, LLC | $2.1B | 2,822,155 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.9B | 2,446,386 |
| FMR LLC | $1.6B | 2,130,288 |
| ALLIANCEBERNSTEIN L.P. | $1.5B | 1,686,993 |
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Popular Research
Is MCK a good stock to buy?
13F Pro's AI-powered analysis of MCKESSON CORP (MCK) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Staples sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for MCK are available on the MCK stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. MCK is classified as a large company.
Which hedge funds own MCK?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling MCK. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of MCKESSON CORP's investment landscape.