McKesson Corporation (MCK)vsMicron Technology Inc (MU)
MCK
McKesson Corporation
$879.75
-0.25%
HEALTHCARE · Cap: $108.85B
MU
Micron Technology Inc
$382.09
-3.40%
TECHNOLOGY · Cap: $446.05B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 585% more annual revenue ($397.96B vs $58.12B). MU leads profitability with a 41.5% profit margin vs 1.1%. MU appears more attractively valued with a PEG of 0.23. MU earns a higher WallStSmart Score of 83/100 (A-).
MCK
Buy57
out of 100
Grade: C
MU
Exceptional Buy83
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.2%
Fair Value
$1622.09
Current Price
$879.75
$742.34 discount
Margin of Safety
+61.5%
Fair Value
$992.16
Current Price
$382.09
$610.07 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 38.0% YoY
Generating 1.1B in free cash flow
Mega-cap, among the largest globally
Growing faster than its price suggests
Every $100 of equity generates 40 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 67.6%
Safe zone — low bankruptcy risk
Areas to Watch
Moderate valuation
ROE of 0.0% — below average capital efficiency
1.1% margin — thin
Operating margin of 1.6%
2.0% revenue growth
Comparative Analysis Report
WallStSmart ResearchBull Case : MCK
The strongest argument for MCK centers on Debt/Equity, Altman Z-Score, Market Cap. Revenue growth of 11.4% demonstrates continued momentum. PEG of 1.07 suggests the stock is reasonably priced for its growth.
Bull Case : MU
The strongest argument for MU centers on Market Cap, PEG Ratio, Return on Equity. Profitability is solid with margins at 41.5% and operating margin at 67.6%. PEG of 0.23 suggests the stock is reasonably priced for its growth.
Bear Case : MCK
The primary concerns for MCK are P/E Ratio, Return on Equity, Profit Margin. Thin 1.1% margins leave little buffer for downturns.
Bear Case : MU
The primary concerns for MU are Revenue Growth.
Key Dynamics to Monitor
MU carries more volatility with a beta of 1.54 — expect wider price swings.
MCK is growing revenue faster at 11.4% — sustainability is the question.
MU generates stronger free cash flow (6.5B), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MU scores higher overall (83/100 vs 57/100), backed by strong 41.5% margins. MCK offers better value entry with a 41.2% margin of safety. 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.
McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
Visit Website →Micron Technology Inc
TECHNOLOGY · SEMICONDUCTORS · USA
Micron Technology, Inc. is an American producer of computer memory and computer data storage including dynamic random-access memory, flash memory, and USB flash drives. It is headquartered in Boise, Idaho.
Visit Website →Compare with Other MEDICAL DISTRIBUTION Stocks
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