Cencora: Yet Another Strong Quarter, But Valuations Still Aren't Cheap
Cencora delivered strong quarterly results and guidance upgrades, but expectations need to be moderated as these results should fade in the coming quarters. The valuation remains elevated at 17.9x forward P/E, well above the 5-year average, making the risk/reward unattractive at current levels. Key risks include heavy revenue exposure to Walgreens Boots Alliance, which faces solvency issues and plans to sell its COR stake.
3 Reasons Growth Investors Will Love Cencora (COR)
Cencora (COR) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Cencora Q3: Growing Specialty Drug Distributions, Initiate At Buy
I initiate Cencora, Inc. with a Buy rating and a fair value of $337, due to its stable business model and strategic specialty drug expansion. Cencora's acquisition of Retina Consultants of America and focus on GLP-1 drugs strengthen its specialty solutions, supporting long-term growth and margin improvement. Management's commitment to digital infrastructure and specialty expertise positions Cencora to benefit from robust U.S. pharmaceutical sales growth and healthcare trends.
Cencora, Inc. (COR) Q3 2025 Earnings Call Transcript
Cencora, Inc. (NYSE:COR ) Q3 2025 Earnings Conference Call August 6, 2025 8:30 AM ET Company Participants Bennett S. Murphy - Senior VP, Head of Investor Relations & Treasury James F.
COR Q3 Earnings & Revenues Beat Estimates, '25 EPS View Raised
Cencora posts strong Q3 results with earnings and revenues surpassing estimates; raises FY25 EPS guidance on robust U.S. segment growth.
Cencora (COR) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates
The headline numbers for Cencora (COR) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Cencora (COR) Q3 Earnings and Revenues Surpass Estimates
Cencora (COR) came out with quarterly earnings of $4 per share, beating the Zacks Consensus Estimate of $3.78 per share. This compares to earnings of $3.34 per share a year ago.
Gear Up for Cencora (COR) Q3 Earnings: Wall Street Estimates for Key Metrics
Beyond analysts' top-and-bottom-line estimates for Cencora (COR), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.
Cencora (COR) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
Cencora (COR) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Will Cencora (COR) Beat Estimates Again in Its Next Earnings Report?
Cencora (COR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Here's Why You Should Add Cencora Stock to Your Portfolio Now
COR gains on strong GLP-1 and specialty drug growth, but margin pressure and fierce competition pose ongoing risks.
Here's Why You Should Add Cencora Stock to Your Portfolio Now
COR continues to gain traction from the robust U.S. Healthcare Solutions segment. However, stiff competition is a woe.
