Report
Vishnu Lekraj
EUR 101.80 For Business Accounts Only

Of All Undervalued Names in the Healthcare Distribution Space, We Currently Prefer McKesson

Healthcare-related distributors have had a rough couple of months, with the stocks of medical, dental/veterinarian, and pharmaceutical wholesalers falling by material amounts. Of note, dental/veterinarian distributor Patterson and medical distributor Owens and Minor have both fallen into materially undervalued territory. However, we believe investors should look to drug distributor McKesson as the better opportunity given its wide economic moat, clearer near-term operational outlook, improving q...
Underlying
Owens & Minor Inc.

Owens & Minor is a healthcare solutions company. The company provides products and services to healthcare provider, manufacturers and directly to patients across the continuum of care. The company has two segments: Global Solutions, which provides a portfolio of medical and surgical supplies and service offerings to healthcare providers including supplier management, analytics, inventory management, and clinical supply management; and Global Products, which manufactures and sources medical surgical products through its production and kitting operations as well as provides medical supplies and solutions for the prevention of healthcare-associated infections across the acute and alternate site channels.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Vishnu Lekraj

Other Reports on these Companies
Other Reports from Morningstar

ResearchPool Subscriptions

Get the most out of your insights

Get in touch