- Entry
- —
- Now
- $841.31
- Target
- $1,275.00
- Score
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Hey everyone, I wanted to share a quick fundamental thesis on McKesson Corporation ($MCK) following its recent \~20% correction from its peak. I've pasted the link at the bottom of this post for anyone who wants to read more in-depth. The stock dropped from nearly $1,000 down to around $740, primarily driven by a top-line revenue miss in Q4 of fiscal 2026. However, looking under the hood, the structural thesis for this long-term compounder remains incredibly intact. Here are the …
— ORIGINAL POST ·
McKesson Deep-Dive ($MCK): A 20% Panic, and a Structural Margin of Safety
· r/ValueInvesting
· Jun 23, 2026