McKesson Corp (NYSE:MCK)

CAPS Rating: 5 out of 5

Providing supply, information and care management products and services designed to reduce costs and improve quality across the healthcare industry.

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Player Avatar huddaman (98.49) Submitted: 11/19/2012 9:37:42 AM : Outperform Start Price: $77.18 MCK Score: +7.70

I have decided to leave MCK here. MCK's growth has been slow over last 5 years. Not as good or anywhere near the historic company performance.
Last 12M rev 123B, compared to 87B in 2006. Not terrible but not great. However, their ROIC and ROE are v. high, and they are using excess cash to buy back shares. Shares outstanding down from 306MM to 236MM. That's really incredibly awesome. The stock no wonder grew approx 100% between 2006 and today (with dividends).

They can repeat this performance again.

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