Reading the tape
NYSE: COR
Cencora, Inc.
Healthcare · Medical - Distribution
Market Cap
$59.01B
52w High
$377.54
52w Low
$271.00
P/E
36.30
Volume
568.72K
Outstanding Shares
194.53M
Price vs Fundamentals
Why The Stock Is Moving
Mixed / unclearLow confidence
Note: The most recent financial data is over 3 months old. Metrics shown may not reflect the latest reporting period.
1Y Price: 3.81%Revenue (TTM): 7.45%FCF (TTM): 665.31%P/FCF: 71st pct
What changed
The stock rose 3.81% over the last year. Revenue grew 7.45% over the trailing twelve months. Operating margin moved from 1% to 1.19%. Free cash flow grew 665.31% over the trailing twelve months.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 1.19%. A decisive move in revenue — currently up 7.45% — would be the clearest signal to resolve the ambiguity.
Company profile
Cencora, Inc. sources and distributes pharmaceutical products in the United States and internationally.
CEORobert Mauch
SectorHealthcare
IndustryMedical - Distribution
Employees47,000
IPO dateApr 4, 1995
Valuation
Forward P/E—
EV/EBITDA17.91
Enterprise value$66.93B
Stock splits
Jun 13, 2014↑ Forward
Every 1 shares became 10
Jun 16, 2009↑ Forward
Every 1 shares became 2
Dec 29, 2005↑ Forward
Every 1 shares became 2
Mar 25, 1999↑ Forward
Every 1 shares became 2
Profitability & growth
Revenue growth5.45%
Gross margin3.28%▲6.62%vs FY2024
Operating margin1.19%▲9.76%vs FY2024
ROE103.06%▼55.89%vs FY2024
Analyst consensus
RatingBuy
Target price$409.14▲34.88%
33
Buy
12
Hold
1
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
May 6, 2026
Q2 FY26 · EPS est $4.80 · Revenue est $81.09B
View
Dividends
$2.30/shareQuarterly5yr growth streakSafeCOR pays a dividend with a 0.76% dividend yield, 5 consecutive years of growth, growing at 5.77% annually, covered 7.3× by free cash flow.
Dividend Yield
0.76%
Annual Div / Share
$2.30
5yr CAGR
+5.77%
Doubles every ~12.4yr
Payout Ratio
27.86%
Safe
Dividend Growth Rate
3yr CAGR
+6.46%
5yr CAGR
+5.77%
10yr CAGR
-2.84%
Dividend Safety
10/10Safe
Dividend History
Annual dividends paid per share
YearAnnual DivYoY
2025$2.25+8.2%
2024$2.08+5.9%
2023$1.97+5.4%
2022$1.86+4.8%
2021$1.78+4.7%
2020$1.70-73.3%
2019$6.36+12.0%
Income Projection
Invest
$
Growth rate:
Reinvest dividends
Today
$8/yr
$1/mo
In 5 yrs
$10/yr+32%
$1/mo
In 10 yrs
$13/yr+75%
$1/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$8/yr $1/mo | $10/yr+32% $1/mo | $13/yr+75% $1/mo |
Yield-on-cost grows from 0.76% → 1.33% over 10yr
Analysis
Dividend Strengths
Well-covered by free cash flow
The dividend is covered 7.3× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 5.77% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.
Congressional Activity
Congress Trades in COR
STOCK Act disclosures from senators and representatives.
Jared Moskowitz
FLhouseDemocratPurchase2026-03-31$1,001 - $15,000+31d to discloseJared Moskowitz
FLhouseDemocratPurchase2026-03-23$1,001 - $15,000+39d to disclose