Cardinal Health Inc (CAH)vsBanco Santander SA ADR (SAN)
CAH
Cardinal Health Inc
$183.65
-0.88%
HEALTHCARE · Cap: $43.39B
SAN
Banco Santander SA ADR
$12.28
+0.82%
FINANCIAL SERVICES · Cap: $175.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Cardinal Health Inc generates 429% more annual revenue ($250.74B vs $47.37B). SAN leads profitability with a 34.1% profit margin vs 0.6%. CAH appears more attractively valued with a PEG of 1.25. SAN earns a higher WallStSmart Score of 67/100 (B-).
CAH
Hold47
out of 100
Grade: D+
SAN
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+73.9%
Fair Value
$859.62
Current Price
$183.65
$675.97 discount
Intrinsic value data unavailable for SAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Generating 1.7B in free cash flow
Attractively priced relative to earnings
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.3%
Earnings expanding 67.4% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Moderate valuation
ROE of 0.0% — below average capital efficiency
0.6% margin — thin
Operating margin of 1.4%
4.6% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CAH
The strongest argument for CAH centers on Altman Z-Score, Free Cash Flow. Revenue growth of 11.0% demonstrates continued momentum. PEG of 1.25 suggests the stock is reasonably priced for its growth.
Bull Case : SAN
The strongest argument for SAN centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 34.1% and operating margin at 43.3%.
Bear Case : CAH
The primary concerns for CAH are P/E Ratio, Return on Equity, Profit Margin. Thin 0.6% margins leave little buffer for downturns.
Bear Case : SAN
The primary concerns for SAN are Revenue Growth, PEG Ratio, Altman Z-Score. Debt-to-equity of 4.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
SAN carries more volatility with a beta of 0.95 — expect wider price swings.
CAH is growing revenue faster at 11.0% — sustainability is the question.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAN scores higher overall (67/100 vs 47/100), backed by strong 34.1% margins. CAH offers better value entry with a 73.9% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cardinal Health Inc
HEALTHCARE · MEDICAL DISTRIBUTION · USA
Cardinal Health, Inc. is an American multinational health care services company.
Visit Website →Banco Santander SA ADR
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Banco Santander, SA, offers various commercial and retail banking products and services to individuals, small and medium-sized companies and large companies worldwide. The company is headquartered in Madrid, Spain.
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