McKesson Corporation (MCK)vsBanco Santander SA ADR (SAN)
MCK
McKesson Corporation
$736.09
-2.47%
HEALTHCARE · Cap: $92.45B
SAN
Banco Santander SA ADR
$12.28
+0.82%
FINANCIAL SERVICES · Cap: $175.40B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 740% more annual revenue ($397.96B vs $47.37B). SAN leads profitability with a 34.1% profit margin vs 1.1%. MCK appears more attractively valued with a PEG of 0.90. SAN earns a higher WallStSmart Score of 67/100 (B-).
MCK
Buy62
out of 100
Grade: C+
SAN
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.8%
Fair Value
$2633.47
Current Price
$736.09
$1897.38 discount
Intrinsic value data unavailable for SAN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Earnings expanding 38.0% YoY
Generating 3.4B 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
ROE of 0.0% — below average capital efficiency
1.1% margin — thin
Operating margin of 1.6%
4.6% revenue growth
Expensive relative to growth rate
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : MCK
The strongest argument for MCK centers on Debt/Equity, Market Cap, PEG Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.90 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 : MCK
The primary concerns for MCK are Return on Equity, Profit Margin, Operating Margin. Thin 1.1% 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.
MCK is growing revenue faster at 11.4% — sustainability is the question.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAN scores higher overall (67/100 vs 62/100), backed by strong 34.1% margins. MCK offers better value entry with a 63.8% margin of safety. Both earn "Strong 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 →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.
Compare with Other MEDICAL DISTRIBUTION Stocks
Want to dig deeper into these stocks?