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U.S. Healthcare Distributors Industry Analysis

UpdatedApr 05, 2026
DataAggregated Company Financials
Companies18
  • 7D3.6%
  • 3M-3.6%
  • 1Y17.5%
  • YTDn/a

Over the last 7 days, the Healthcare Distributors industry has risen 3.6%, driven by gains from McKesson of 2.8%. Meanwhile, Akso Health Group actually underperformed within the industry, shrinking 5.9% in the last week. In the last 12 months, the industry was up 17%. Looking forward, earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Healthcare Distributors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 05 Apr 2026US$75.3bUS$342.3bUS$1.8b38.9x42.1x0.2x
Tue, 03 Mar 2026US$84.4bUS$342.3bUS$1.7b44.5x49.3x0.2x
Thu, 29 Jan 2026US$80.6bUS$337.7bUS$1.8b33.2x45.3x0.2x
Sat, 27 Dec 2025US$77.2bUS$337.7bUS$1.8b32.7x43.4x0.2x
Mon, 24 Nov 2025US$81.9bUS$337.7bUS$1.8b33.9x46x0.2x
Wed, 22 Oct 2025US$73.6bUS$332.8bUS$2.2b26.8x33.5x0.2x
Fri, 19 Sep 2025US$66.6bUS$332.8bUS$2.2b29.7x30.3x0.2x
Sun, 17 Aug 2025US$67.1bUS$332.8bUS$2.2b29.9x31.1x0.2x
Tue, 15 Jul 2025US$68.8bUS$337.0bUS$1.7b21.1x39.6x0.2x
Thu, 12 Jun 2025US$66.3bUS$337.0bUS$1.7b21.3x38.2x0.2x
Sat, 10 May 2025US$65.8bUS$337.0bUS$1.8b20.5x37.3x0.2x
Mon, 07 Apr 2025US$13.6bUS$33.2bUS$191.8m19.7x70.8x0.4x
Wed, 05 Mar 2025US$14.4bUS$33.2bUS$181.9m19.8x79.1x0.4x
Fri, 31 Jan 2025US$65.5bUS$327.0bUS$1.6b31.8x39.8x0.2x
Sun, 29 Dec 2024US$58.3bUS$327.0bUS$1.6b28x35.4x0.2x
Tue, 26 Nov 2024US$62.1bUS$327.0bUS$1.7b30.5x37.4x0.2x
Thu, 24 Oct 2024US$60.6bUS$317.9bUS$1.6b25x37.9x0.2x
Sat, 21 Sep 2024US$59.7bUS$317.9bUS$1.6b24.8x37.7x0.2x
Mon, 19 Aug 2024US$61.6bUS$317.9bUS$1.6b25.1x38.4x0.2x
Wed, 17 Jul 2024US$57.8bUS$310.4bUS$1.6b24.5x37.1x0.2x
Fri, 14 Jun 2024US$60.0bUS$310.4bUS$1.6b24.6x37.9x0.2x
Sun, 12 May 2024US$59.9bUS$310.4bUS$1.6b25.7x37.9x0.2x
Tue, 09 Apr 2024US$64.5bUS$305.2bUS$1.7b24x38.5x0.2x
Thu, 07 Mar 2024US$63.1bUS$305.2bUS$1.7b24.2x37.7x0.2x
Sat, 03 Feb 2024US$66.0bUS$310.0bUS$1.9b22.2x34.8x0.2x
Mon, 01 Jan 2024US$59.6bUS$300.6bUS$1.8b22.1x33.5x0.2x
Wed, 29 Nov 2023US$58.5bUS$300.6bUS$1.8b16.9x32.6x0.2x
Fri, 27 Oct 2023US$55.6bUS$292.5bUS$2.2b16.2x25.6x0.2x
Sun, 24 Sep 2023US$56.6bUS$292.5bUS$2.2b17x26.1x0.2x
Tue, 22 Aug 2023US$56.7bUS$292.5bUS$2.2b18.6x26.1x0.2x
Thu, 20 Jul 2023US$59.9bUS$285.4bUS$2.2b18.3x27.8x0.2x
Sat, 17 Jun 2023US$57.0bUS$285.3bUS$2.2b17.8x26.5x0.2x
Mon, 15 May 2023US$54.2bUS$285.3bUS$2.1b20.9x25.3x0.2x
Wed, 12 Apr 2023US$20.6bUS$37.7bUS$670.3m20.8x30.8x0.5x
Price to Earnings Ratio

30.8x


Total Market Cap: US$20.6bTotal Earnings: US$670.3mTotal Revenue: US$37.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Healthcare Distributors Industry Price to Earnings3Y Average 40.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the American Healthcare Distributors industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 40.7x.
  • The industry is trading close to its 3-year average PS ratio of 0.23x.
Past Earnings Growth
  • The earnings for companies in the Healthcare Distributors industry have grown 39% per year over the last three years.
  • Revenues for these companies have grown 109% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does U.S. Healthcare Distributors compare with similar industries?

US Market3.46%
Healthcare3.50%
Healthcare Services4.45%
Healthcare Distributors3.58%
Managed Healthcare6.54%
Healthcare Services3.31%
Healthcare Facilities-0.79%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
MCK McKessonUS$884.282.8%
+US$3.0b		29.4%PE25x
COR CencoraUS$324.804.0%
+US$2.4b		16.7%PE38.9x
CAH Cardinal HealthUS$214.053.6%
+US$1.8b		65.1%PE30.3x
HSIC Henry ScheinUS$73.942.6%
+US$211.1m		12.9%PE21.3x
AHCO AdaptHealthUS$12.037.4%
+US$112.8m		19.1%PS0.5x

Latest News

ACH
US$2.63
Accendra Health
7D
25.8%
1Y
-67.8%
COSM
US$0.31
Cosmos Health
7D
-5.6%
1Y
-12.4%
COR
US$324.80
Cencora
7D
4.0%
1Y
16.7%
ATPC
US$3.17
Agape ATP
7D
-0.9%
1Y
-94.8%
HSIC
US$73.94
Henry Schein
7D
2.6%
1Y
12.9%

HSIC: Rising Dental Demand And New CEO Are Expected To Support Upside

Narrative Update on Henry Schein The updated analyst price target for Henry Schein edges up to $90.00, reflecting a series of target increases across the Street as analysts factor in better than expected Q4 results, initial FY26 guidance, refreshed models, and improved visibility on growth and end market demand. Analyst Commentary Street research on Henry Schein clusters around higher price targets following Q4 results and initial FY26 guidance, with most firms updating their models and a mix of Outperform, Overweight, Neutral, Hold, and Market Perform ratings.
AHCO
US$12.03
AdaptHealth
7D
7.4%
1Y
19.1%

AHCO: Forward Contract Ramp And Legal Settlement Will Pressure Profitability

Analysts have trimmed AdaptHealth's consensus price target by $1 to $9.50, reflecting updated views on fair value, discount rates, and profitability after recent operational and legal developments. Analyst Commentary Bearish analysts have recently reset expectations on AdaptHealth, trimming price targets and calling out execution risks tied to both operations and legal events.
MCK
US$884.28
McKesson
7D
2.8%
1Y
29.4%

MCK: Biosimilar And Co Manufacturing Upside Will Shape Future Safe Haven Returns

Analysts have nudged the McKesson fair value estimate slightly higher to about $998, citing a wave of Street price target increases into the $1,040 to $1,050 range and growing focus on potential upside from biosimilars and co-manufacturing. Analyst Commentary Recent Street research around McKesson clusters around two themes: valuation and execution on new growth levers such as biosimilars and co-manufacturing.
CAH
US$214.05
Cardinal Health
7D
3.6%
1Y
65.1%
WGRX
US$0.10
Wellgistics Health
7D
0.5%
1Y
-97.5%
VRAX
US$0.17
Virax Biolabs Group
7D
9.2%
1Y
-82.2%
POM
US$0.24
Pomdoctor
7D
-1.1%
1Y
n/a
AHG
US$2.22
Akso Health Group
7D
-5.9%
1Y
129.1%