McKesson Corporation (MCK)vsVisa Inc. Class A (V)
MCK
McKesson Corporation
$736.09
-2.47%
HEALTHCARE · Cap: $92.45B
V
Visa Inc. Class A
$318.79
-0.78%
FINANCIAL SERVICES · Cap: $610.99B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 825% more annual revenue ($397.96B vs $43.03B). V leads profitability with a 51.7% profit margin vs 1.1%. MCK appears more attractively valued with a PEG of 0.90. V earns a higher WallStSmart Score of 72/100 (B).
MCK
Buy62
out of 100
Grade: C+
V
Strong Buy72
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 V.
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
Mega-cap, among the largest globally
Every $100 of equity generates 60 in profit
Keeps 52 of every $100 in revenue as profit
Strong operational efficiency at 67.3%
17.1% revenue growth
Earnings expanding 35.5% YoY
Areas to Watch
ROE of 0.0% — below average capital efficiency
1.1% margin — thin
Operating margin of 1.6%
Expensive relative to growth rate
Moderate valuation
Trading at 15.9x book value
Grey zone — moderate risk
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 : V
The strongest argument for V centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 51.7% and operating margin at 67.3%. Revenue growth of 17.1% demonstrates continued momentum.
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 : V
The primary concerns for V are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
MCK profiles as a value stock while V is a growth play — different risk/reward profiles.
V carries more volatility with a beta of 0.78 — expect wider price swings.
V is growing revenue faster at 17.1% — sustainability is the question.
MCK generates stronger free cash flow (3.4B), providing more financial flexibility.
Bottom Line
V scores higher overall (72/100 vs 62/100), backed by strong 51.7% margins and 17.1% revenue growth. 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 →Visa Inc. Class A
FINANCIAL SERVICES · CREDIT SERVICES · USA
Visa Inc. is an American multinational financial services corporation headquartered in Foster City, California, United States. It facilitates electronic funds transfers throughout the world, most commonly through Visa-branded credit cards, debit cards and prepaid cards. Visa is one of the world's most valuable companies.
Visit Website →Compare with Other MEDICAL DISTRIBUTION Stocks
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