McKesson Corporation (MCK) Next Earnings Date & Expected ±4.7% Move

Per the Roarable RQD rating, MCK scores 85 out of 100, grading A- with the verdict "Roarable Buy — Superior Risk/Reward." The five pillars are:

• Fundamental Cash Engine: 17 / 20. Per the RQD rating, this pillar cites ROIC of 38.6% and an FCF yield of 5%. For an investor, the high return on invested capital is the core of the upside thesis: the business appears to generate substantial returns on the capital it deploys. The 5% FCF yield provides a cash-based valuation anchor, though it is a modest yield relative to the stock's current price.
• Whale 13F Flow: 18 / 20. The rating describes institutional accumulation and options positioning. This is the highest-weighted signal in the pillar set after the cash engine, and it suggests sophisticated holders are building positions. The underlying 13F detail is not itemized in the source data.
• Insider Conviction: 17 / 20. The rating references SEC Form 4 and Congressional PTR cluster flow. Cluster insider activity is read as a conviction signal, but the individual transactions are not itemized in the source data.
• Macro Regime Fit: 15 / 20. Per the rating, beta is 0.95 with sector sensitivity noted. A beta near 1.0 implies the stock has tended to move roughly in line with the broad market, which lowers macro-volatility risk relative to high-beta peers but does not insulate it from sector-level shocks. This is the lowest pillar and the one where macro conditions could most reduce the score.
• Forensic Balance Sheet: 18 / 20. The rating cites Altman Z 6.96, Piotroski F 7/9, and Debt/Equity 0.85. These metrics point to a financially sound balance sheet with low bankruptcy-risk indicators and strong fundamental quality.

Investor implications: The valuation tradeoff is clear from the market data. At a P/E (TTM) of 24 and EV/EBITDA of 19.5, the stock is priced at a premium to typical cash-flow multiples, with forward P/E of 20.2 suggesting expected earnings growth is embedded in the price. The stock trades near the upper end of its 52-week range. Upside drivers cited in the rating are returns on capital and institutional/insider accumulation; the main valuation risk is that the premium multiple leaves less margin for error if earnings or sector sentiment disappoint. The rating is a quantitative composite and does not constitute personalized financial advice.

McKesson Corporation is a NYSE-listed issuer classified under the Health Care sector and the Other Pharmaceuticals industry, per the company profile. Beyond the sector and industry classification, the specific products, customers, and revenue model are not described in the source data. The source data does not detail how the company earns its revenue.

Per the SEC financials, revenue and net income rose across the three reported periods, with FY 2025 revenue of $403430.0M and net income of $4762.0M. Per the market data, gross margin is 3.6%, operating margin 1.5%, and net margin 1.2%, and ROIC is 38.6%. Per the RQD rating, the Altman Z-Score is 6.96 and the Piotroski F-Score is 7/9. Debt/Equity is 0.85 per the RQD rating; FY 2025 debt of $19700.5M against cash of $2959.0M is shown in the financials, with debt having fallen from $86753.4M in FY 2023. FY 2023 free cash flow was negative at $-9588.8M, while FY 2024 and FY 2025 were positive.

Per the recent news feed, five items reference MCK: a Yahoo! Finance Canada quote and profile page (YELLOW), Trefis and Yahoo Finance pieces on price history and whether holding through the rise was warranted (YELLOW), a Yahoo Finance piece on the stock dipping while the market gained (GREEN, flagged CATALYST), and a Yahoo! Finance Canada page for MCK.F (YELLOW). The headlines are market commentary; the source data does not provide the underlying catalyst content. Risk watch items from the feed are limited to the short-term price-action framing ("near its high," "dips"). The Butterfly supply-chain graph reports no supply-chain links and no proprietary signals.

Per the Butterfly Supply-Chain Graph, supply chain status is NONE, with no butterfly links recorded. Upstream and downstream dependencies, sector correlations beyond the Health Care classification, and 2nd-order bottlenecks are not available in source data. For an investor, the absence of mapped links means this analysis cannot identify ripple effects from the data provided; the sector and industry labels are the only structural context.

• What specific products, customers, and revenue streams generate the reported revenue, given that the business description is limited to sector and industry labels?
• Why are EPS figures reported as N/A for all three fiscal periods, and how does the source data's EPS (TTM) of 40.84 reconcile with the net income figures?
• What drove the swing from negative FY 2023 free cash flow to positive FY 2024 and FY 2025, and what share of the debt reduction reflects operational versus balance-sheet actions?
• What are the individual 13F institutional positions and SEC Form 4 / Congressional transactions underlying the Whale and Insider pillar scores?
• What supply-chain dependencies exist, given the Butterfly graph reports none?