AmerisourceBergen Corp. (NYSE:ABC)

CAPS Rating: 3 out of 5

A pharmaceutical services company providing drug distribution and related healthcare services and solutions to its pharmacy, physician and manufacturer customers, which currently are based primarily in the United States and Canada.

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Member Avatar jasar13 (< 20) Submitted: 3/19/2014 6:21:35 AM : Outperform Start Price: $67.38 ABC Score: +26.03

The 10 year agreement with Walgreens gives this strong upside along with the aging population.

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Member Avatar line70day (< 20) Submitted: 2/20/2014 1:00:16 PM : Outperform Start Price: $67.82 ABC Score: +23.09

ABC begin trading ex divided on Feb. 13th 2014 the previous of ABC's trading day's last sale was $67.56 a -6.061% a decrease from the 52 week high of $71.92 and a $71.92 and a 46.,61% increase over the 52 week low of $46.08% ABC is part of the Health Care center. ABC's current sarnings per share is $1.29% forecasted earnings growth in 2014 is 17.81% compared to an industry average of 5.9%

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Member Avatar CenteredEnergy (< 20) Submitted: 2/5/2014 4:25:39 PM : Outperform Start Price: $64.00 ABC Score: +25.63

I bought ABC when they bought World Courier, an wonderful company started by 2 Indian Jones types. WC was privately owned, so when ABC bought them I bought in at 37. At that time - 5/12 - the pundits said it'd take 1 1/2 years to go up to 42, maybe. They really thought the acquisition would have no effect. ABC is now at 64.72.
They have done extremely well over the past year. I believe they are a very well managed company, have a great long-term perspective, as evinced by their Walgreens/Alliance Boots partnership last year. This -- along with the World Courier acquisition -- will really help them expand globally, which has been their goal since Steve Collis took over as CEO in 2011/2012. They are also sitting on a ton of cash and are focused on share repurchasing which is rare in today's business climate.
So I actually wonder why they don't get more attention from David or Tom Does anyone know something I can't see about ABC?

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Member Avatar chris293 (86.64) Submitted: 10/20/2013 11:39:59 PM : Outperform Start Price: $63.50 ABC Score: +26.00

Just a plain old good stock.

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Member Avatar CellBlock9 (91.50) Submitted: 4/22/2013 9:40:45 PM : Outperform Start Price: $54.84 ABC Score: +35.61

s&p 5 star, 56.2

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Member Avatar RonBRea (< 20) Submitted: 3/20/2013 7:18:54 PM : Outperform Start Price: $48.73 ABC Score: +54.70

Already leading in industry and just got very large contract to be supplier for WAG

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Member Avatar TMFHelical (99.12) Submitted: 2/28/2013 1:45:37 PM : Outperform Start Price: $46.03 ABC Score: +63.89

All of the 3 major distributors are making moves to expand and disrupt upwards. With ABC, I particularly liked the World Courier acquisition as a way to expand into emerging markets.

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Member Avatar JorgeAura (< 20) Submitted: 2/2/2013 5:44:33 PM : Underperform Start Price: $44.87 ABC Score: -66.93

sp500 in maximums.

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Member Avatar bclan13 (99.07) Submitted: 1/18/2013 4:17:50 PM : Underperform Start Price: $44.44 ABC Score: -67.09

Most of the growth comes from the specialty business however this will reverse as these drugs move to pharmacy benefit and move through specialty pharmacies like express scripts instead of ABC. Note I am thumbs up McKesson because I think that since they are forward integrated into community oncology they can make things work in specialty (ie take share from abc) while continuing to benefit from the general trend toward more (profitable) generic distribution.

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Member Avatar Beginner110 (81.39) Submitted: 10/29/2012 8:13:04 PM : Outperform Start Price: $38.16 ABC Score: +94.69

Earning predictability and growth persistence both very high. Great management and good numbers.

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Member Avatar Unbridled (57.15) Submitted: 8/27/2012 3:13:11 PM : Outperform Start Price: $36.58 ABC Score: +104.86

Recent acquisition gives access to foreign markets. Growing dividends by about 20% a year for the last decade.

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Member Avatar jimhsu77479 (94.62) Submitted: 10/10/2011 6:11:39 PM : Outperform Start Price: $34.89 ABC Score: +89.00

Solid management, ridiculously boring but fairly valued company, but that may be what we need in a post-bubble economy. I put 2-4 years, but realistically the holding period for something like this is until the next secular bull market (??).

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Member Avatar JDM62 (61.51) Submitted: 8/15/2011 2:36:30 PM : Outperform Start Price: $36.57 ABC Score: +78.80

Stifel pick for one, also at a great price.

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Member Avatar 31263jm (< 20) Submitted: 7/3/2010 10:58:24 AM : Outperform Start Price: $29.40 ABC Score: +112.56

proven track record in uptrend

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Member Avatar NKVD1938 (21.20) Submitted: 5/24/2010 1:29:33 PM : Outperform Start Price: $28.95 ABC Score: +127.04

Severely outperforming both sector and market on a technical basis. Reported a nice quarter, guided well, and as a pharma DISTRIBUTOR is positioned in about as good of an industry as you can be in this nation of pill-popping decrepit fatasses. I like the fact that these guys DISTRIBUTE the drugs, as opposed to making them. Drug makers of course are prone to all sorts of calamities relating to clinical trials and patent expiration and this frustrates the evil designs of technically-obsessed folks like me.

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Member Avatar jsgantsoud (99.29) Submitted: 5/7/2010 5:23:53 PM : Outperform Start Price: $28.87 ABC Score: +139.25

ANALYST CONSENSUS SCREEN on 5/7 (ABC CVX DE OXY)

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Member Avatar dnblack (79.16) Submitted: 4/30/2010 12:20:22 AM : Outperform Start Price: $25.24 ABC Score: +181.99

DCF for this shows it to be overvalued. Revenue growth has been 7% for the last 8 years with .99 R^2 value. Speculation about increased drug sales is driving this price up, but nothing historically indicates that it belongs over $28. I think I will end this up thumb pretty soon (though it is a quality company and I would not down thumb it until it is much more expensive). This one is a darling of the analysts though: Schwab - A, Credite Suisse - BUY, Ned Davis - BUY, Arugs 12-month- BUY, S&P - 4/5 stars, Reuters - OUTPERFORM, MarketEdge - BUY. The valuation is pushing it into story stock territory though and I don't expect it to hold its value at the next large market downturn.

EPS Growth Revenue Growth Manual Growth No Growth
11.06% 6.86% 10.00% 0.00%
MRFY EPS $1.69 $22.73 $19.32 $21.83 $14.69
3-yr avg. EPS $1.46 $19.68 $16.73 $18.90 $12.72
8-yr avg. EPS $1.12 $15.00 $12.75 $14.40 $9.69
Intercept EPS $1.52 $20.41 $17.35 $19.60 $13.19
FYF EPS $1.69 $22.67 $19.27 $21.77 $14.65
FYF+1 EPS $1.87 $25.18 $21.40 $24.17 $16.27
Manual EPS $2.10 $28.25 $24.01 $27.12 $18.26

And the BlackMagic score: 18/36 (pretty average):

SECTION A - Company Quality
P/E (TTM) <= 20 1
P/E (TTM) <= 10 0
P/B (MRQ) <= 2 0
P/B (MRQ) <= 1 0
P/Cash Flow (TTM) <= 15 1
Dividend Yield >= 1% 1
Dividend Yield >= 4% 0
Net Margin (TTM) > 0% 1
Net Margin (TTM) >= 15% 0
Quick Ratio >= 1 0
Current Ratio >= 1 1
Debt/Equity < 1 1
No negative EPS last 3 years 1
No negative EPS last 8 years 1
Shares outstanding last year <= year before 1
Cash from operations (MRFY) > net income (MRFY) 0
No negative EPS last 8 quarters 1

TOTAL (A) 10 of 17

SECTION B - Valuation
EPS (MRFY) > EPS (3-yr avg) 1
EPS (3-yr avg) > EPS (8-yr avg) 1
Average DPV >= Price 0
Average DPV >= Price*1.5 0
DCF value (3-yr avg EPS, EPS growth) >= Price 0
DCF value (3-yr avg EPS, Rev Growth) >= Price 0
DCF value (5-yr avg EPS, EPS growth) >= Price 0
DCF value (5-yr avg EPS, Rev growth) >= Price 0
DCF value (MRFY EPS, 0% growth) >= Price 0
DCF value (3-yr avg EPS, 0% growth) >= Price 0
DCF value (5-yr avg EPS, 0% growth) >= Price 0
PEG using 8 year revenue growth < 1 1
PEG using 8 year EPS growth < 1 0

TOTAL (B) 3 of 13

SECTION C - Market Sentiment
EPS (FYF) > 0 1
P/E (FYF) < P/E (MRFY) 1
Motley Fool CAPS >= 3 1
Schwab A, B, or C 1
Ned Davis BUY 1
Insider ownership > 10% 0

TOTAL (C) 5/6

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Member Avatar TexasLonghorns (< 20) Submitted: 3/16/2010 12:32:40 PM : Outperform Start Price: $26.43 ABC Score: +168.85

GENERICS/LOW PRICES

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Member Avatar QualiQuant (28.20) Submitted: 1/21/2010 11:48:43 AM : Outperform Start Price: $24.72 ABC Score: +186.82

(O1)

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Member Avatar Kinzo (99.48) Submitted: 5/15/2009 5:57:22 PM : Outperform Start Price: $16.27 ABC Score: +330.30

Morningstar pick

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