Cencora Inc
COR: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| vP! | LOCK|NC$H | LOCK|^%s%c&J |
Solid Utilization Trends, GLP-1 Uptake, and Specialty Investments Support Cencora's Long-Term Growth
Business Strategy and Outlook
Cencora is one of three leading domestic wholesalers of branded, generic, and specialty pharmaceutical products. With over $250 billion in annual US healthcare distribution sales, the company supplies about a third of the domestic drug distribution market. Its two close competitors are Cardinal Health and McKesson; the three operate as a pharmaceutical wholesale and distribution oligopoly, supplying over 90% of the US market.
