Cardinal Health Inc
CAH: XNYS (USA)
Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
---|---|---|---|
$514.00 | Ydxtmc | Zrptxrqm |
Cardinal Enjoys GLP-1 Growth and Favorable Prescription Trend, but Optum Rx Contract Loss Drags
Business Strategy and Outlook
Cardinal Health is one of three leading domestic wholesalers of branded, generic, and specialty pharmaceutical products. With over $200 billion in annual US drug distribution sales in fiscal 2024, the company supplies roughly one fourth of the overall market. Its two close competitors are Cencora and McKesson. Together, the three operate as a pharmaceutical wholesale and distribution oligopoly, supplying over 90% of the US market.