Infinity Pharmacy Collapse Might Change The Case For Investing In Wesfarmers' Health Push (ASX:WES)

Simply Wall St.01-23

Wesfarmers recently walked away from a last-minute rescue deal for Infinity Pharmacy Group, leaving more than 50 Priceline-branded pharmacies in receivership with creditors reportedly owed over A$400 ...

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The Infinity collapse highlights the risks within Wesfarmers’ wholesale pharmacy exposure and puts extra focus on how management positions the health portfolio alongside core retail brands like Bunnings and Kmart. With this backdrop, we’ll consider how the Infinity Pharmacy Group receivership could influence Wesfarmers’ broader investment narrative, particularly its health segment ambitions. Trump has pledged to \"unleash\" American oil and gas and these 22 US stocks have developments that are poised to benefit.AdvertisementWhat Is Wesfarmers' Investment Narrative?To own Wesfarmers, you generally need to believe its mix of large, established retail brands and a growing health arm can keep earning solid returns, even if growth is moderate and the shares are not cheap. The immediate catalysts remain the upcoming half-year and full-year results, where investors will be watching Bunnings and Kmart trading updates, any changes to capital returns, and how the health division is tracking. The Infinity Pharmacy Group receivership adds a fresh question mark over the health portfolio, but the share price has held up reasonably well so far, suggesting the market does not see a major hit to the group’s overall earnings at this stage. The bigger near term risks look to be rich valuation, high debt and execution in health. However, concentration risk in the health portfolio is something investors should keep an eye on.\n\nWesfarmers' shares are on the way up, but could they be overextended? Uncover how much higher they are than fair value.Exploring Other PerspectivesASX:WES 1-Year Stock Price Chart The Simply Wall St Community’s 11 fair value estimates for Wesfarmers span roughly A$44 to A$100, underlining how far apart individual views can be. Set that against the Infinity Pharmacy fallout and the premium valuation, and you can see why it pays to weigh several opinions before deciding how resilient Wesfarmers’ story looks to you.Explore 11 other fair value estimates on Wesfarmers - why the stock might be worth 47% less than the current price!Build Your Own Wesfarmers NarrativeDisagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.A great starting point for your Wesfarmers research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.Our free Wesfarmers research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Wesfarmers' overall financial health at a glance.Looking For Alternative Opportunities?Don't miss your shot at the next 10-bagger. Our latest stock picks just dropped:AI is about to change healthcare. These 109 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.These 10 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.Uncover the next big thing with financially sound penny stocks that balance risk and reward.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Wesfarmers might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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