Cencora Inc
Cencora Inc (ticker: COR) is a large, global healthcare services and pharmaceutical distribution company. It connects drug manufacturers, pharmacies and healthcare providers through logistics, specialty pharmacy services, clinical trial support and data-driven solutions. With a market capitalisation around $63.8bn, Cencora’s scale gives it bargaining power and steady cash flow from distribution margins, while growth is increasingly driven by specialty medicines, managed services and partnerships with biopharma clients. Investors should note key strengths — diversified service lines, scale benefits and recurring revenue — alongside risks: tight industry margins, regulatory and compliance exposure, concentration with major manufacturer partners and sensitivity to reimbursement and inventory cycles. Past performance is not a guide to the future; values can rise and fall. This summary is general educational information, not personalised investment advice. If you’re considering Cencora for your portfolio, weigh your own risk tolerance, time horizon and seek regulated financial advice where appropriate.
Why It's Moving
Barclays upgrades Cencora to Strong Buy, spotlighting healthcare distributor's growth momentum.
Cencora shares are drawing fresh investor attention after Barclays upgraded the stock to Strong Buy on December 11, signaling confidence in its robust fundamentals amid a strong sector backdrop. This move follows UBS raising its price target to $415 with a Buy rating, underscoring the company's steady revenue expansion and high return on equity.
- Barclays issued a Strong Buy upgrade on Dec. 11, highlighting Cencora's undervalued potential despite recent gains past 52-week highs.
- UBS boosted its price target from $380 to $415, reflecting optimism over the firm's 5.9% year-over-year revenue growth to $83.73B in the latest quarter.
- Impressive Q3 results showed EPS of $3.84 beating estimates by $0.05, with ROE at 227.15% pointing to efficient capital use in pharmaceuticals distribution.
Barclays upgrades Cencora to Strong Buy, spotlighting healthcare distributor's growth momentum.
Cencora shares are drawing fresh investor attention after Barclays upgraded the stock to Strong Buy on December 11, signaling confidence in its robust fundamentals amid a strong sector backdrop. This move follows UBS raising its price target to $415 with a Buy rating, underscoring the company's steady revenue expansion and high return on equity.
- Barclays issued a Strong Buy upgrade on Dec. 11, highlighting Cencora's undervalued potential despite recent gains past 52-week highs.
- UBS boosted its price target from $380 to $415, reflecting optimism over the firm's 5.9% year-over-year revenue growth to $83.73B in the latest quarter.
- Impressive Q3 results showed EPS of $3.84 beating estimates by $0.05, with ROE at 227.15% pointing to efficient capital use in pharmaceuticals distribution.
Stock Performance Snapshot
Analyst Rating
Analysts suggest buying Cencora's stock, with a target price indicating potential growth.
Financial Health
Cencora Inc is generating decent revenue and cash flow, but its profit margins are low.
Dividend
Cencora Inc's low dividend yield of 0.6% suggests limited returns from dividends. If you invested $1000 you would be paid $6 a year in dividends (based on the last 12 months).
View more stocks by downloading the app for FREE
It only takes 60 seconds.
Baskets Featuring COR
Domestic Pharma Tariffs: What's Next for Investors
The U.S. government has imposed a 100% tariff on pharmaceuticals from companies lacking domestic manufacturing, aiming to reshore production. This policy creates a significant advantage for U.S.-based pharmaceutical companies and their supply chains, which are poised for growth as reliance on imports decreases.
Published: September 26, 2025
Explore BasketWalgreens' Restructuring: A New Healthcare Landscape
Following its $10 billion acquisition by Sycamore Partners, Walgreens is going private and splitting into five separate companies. This major restructuring of a key industry player could create significant opportunities for competitors and specialized healthcare service providers to capture market share.
Published: August 29, 2025
Explore BasketWhy You’ll Want to Watch This Stock
Distribution backbone
Large-scale pharmaceutical distribution underpins steady revenues and cash flow, though margins can be thin and sensitive to reimbursement changes.
Global supply links
Extensive logistics and manufacturer relationships offer reach and resilience, while regulatory and compliance oversight remains an ongoing risk.
Specialty medicines growth
Specialty pharmacy and biopharma services are higher-margin growth areas, but success depends on execution and evolving healthcare policies.
Why invest with Nemo?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
