McKesson - Meet The New Dividend Stock On My Watchlist

Summary

McKesson's recent sell-off offers a compelling opportunity, driven by its strong position in healthcare distribution and growing focus on AI and technology for sustainable growth.
The company boasts solid revenue and EPS growth, supported by AI integration, expansion into high-demand sectors like GLP-1 and oncology, and a robust business model.
Shareholder returns are enhanced by aggressive buyback plans, a 15% dividend hike, and a healthy balance sheet, despite a low 0.6% dividend yield.
Short-term headwinds like higher tax rates and 2Q25 softness could cause volatility, but the long-term outlook remains positive with an attractive valuation.

BCFC

Introduction

This is a very special article, as I discuss a company I have never covered before. As I have been on Seeking Alpha for almost a decade, that doesn't happen very often.

As some readers may know, I

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