WallStSmart

Cencora Inc. (COR)vsToronto Dominion Bank (TD)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Cencora Inc. generates 394% more annual revenue ($325.78B vs $65.98B). TD leads profitability with a 33.0% profit margin vs 0.5%. COR appears more attractively valued with a PEG of 0.78. TD earns a higher WallStSmart Score of 83/100 (A-).

COR

Buy

62

out of 100

Grade: C+

Growth: 6.7Profit: 6.0Value: 7.3Quality: 5.0

TD

Exceptional Buy

83

out of 100

Grade: A-

Growth: 9.3Profit: 8.0Value: 10.0Quality: 3.0
Piotroski: 5/9Altman Z: -0.64
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CORSignificantly Overvalued (-43.9%)

Margin of Safety

-43.9%

Fair Value

$254.20

Current Price

$325.08

$70.88 premium

UndervaluedFair: $254.20Overvalued
TDUndervalued (+77.4%)

Margin of Safety

+77.4%

Fair Value

$420.26

Current Price

$94.30

$325.96 discount

UndervaluedFair: $420.26Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COR3 strengths · Avg: 9.0/10
Return on EquityProfitability
133.5%10/10

Every $100 of equity generates 134 in profit

Market CapQuality
$63.59B9/10

Large-cap with strong market position

PEG RatioValuation
0.788/10

Growing faster than its price suggests

TD6 strengths · Avg: 9.8/10
P/E RatioValuation
10.4x10/10

Attractively priced relative to earnings

Profit MarginProfitability
33.0%10/10

Keeps 33 of every $100 in revenue as profit

Operating MarginProfitability
35.9%10/10

Strong operational efficiency at 35.9%

EPS GrowthGrowth
51.3%10/10

Earnings expanding 51.3% YoY

Free Cash FlowQuality
$35.15B10/10

Generating 35.1B in free cash flow

Market CapQuality
$156.82B9/10

Large-cap with strong market position

Areas to Watch

COR4 concerns · Avg: 3.0/10
P/E RatioValuation
39.2x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
0.5%3/10

0.5% margin — thin

Operating MarginProfitability
1.2%3/10

Operating margin of 1.2%

Price/BookValuation
33.1x2/10

Trading at 33.1x book value

TD2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
-0.642/10

Distress zone — elevated risk

Debt/EquityHealth
2.141/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : COR

The strongest argument for COR centers on Return on Equity, Market Cap, PEG Ratio. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bull Case : TD

The strongest argument for TD centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 33.0% and operating margin at 35.9%. Revenue growth of 21.1% demonstrates continued momentum.

Bear Case : COR

The primary concerns for COR are P/E Ratio, Profit Margin, Operating Margin. Thin 0.5% margins leave little buffer for downturns.

Bear Case : TD

The primary concerns for TD are Altman Z-Score, Debt/Equity. Debt-to-equity of 2.14 is elevated, increasing financial risk.

Key Dynamics to Monitor

COR profiles as a value stock while TD is a growth play — different risk/reward profiles.

TD carries more volatility with a beta of 0.85 — expect wider price swings.

TD is growing revenue faster at 21.1% — sustainability is the question.

TD generates stronger free cash flow (35.1B), providing more financial flexibility.

Bottom Line

TD scores higher overall (83/100 vs 62/100), backed by strong 33.0% margins and 21.1% revenue growth. Both earn "Exceptional Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Cencora Inc.

HEALTHCARE · MEDICAL DISTRIBUTION · USA

CoreSite Realty Corporation (NYSE: COR) delivers secure, reliable, high-performance data center, cloud access and interconnect solutions to a growing client ecosystem in eight key North American markets.

Toronto Dominion Bank

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

Toronto-Dominion Bank offers a variety of personal and commercial banking products and services in Canada and the United States. The company is headquartered in Toronto, Canada.

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