Cardinal Health Inc (CAH)vsBanco Santander SA ADR (SAN)
CAH
Cardinal Health Inc
$211.31
+1.97%
HEALTHCARE · Cap: $48.76B
SAN
Banco Santander SA ADR
$10.77
-3.80%
FINANCIAL SERVICES · Cap: $163.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Cardinal Health Inc generates 422% more annual revenue ($244.67B vs $46.84B). SAN leads profitability with a 30.1% profit margin vs 0.7%. CAH appears more attractively valued with a PEG of 1.33. SAN earns a higher WallStSmart Score of 63/100 (C+).
CAH
Buy53
out of 100
Grade: C-
SAN
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+14.8%
Fair Value
$263.37
Current Price
$211.31
$52.06 discount
Margin of Safety
+72.4%
Fair Value
$45.40
Current Price
$10.77
$34.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
18.8% revenue growth
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 43.7%
Large-cap with strong market position
Earnings expanding 25.3% YoY
Areas to Watch
Moderate valuation
ROE of 0.0% — below average capital efficiency
0.7% margin — thin
Operating margin of 1.2%
Expensive relative to growth rate
Revenue declined 6.4%
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CAH
The strongest argument for CAH centers on Altman Z-Score, Revenue Growth. Revenue growth of 18.8% demonstrates continued momentum. PEG of 1.33 suggests the stock is reasonably priced for its growth.
Bull Case : SAN
The strongest argument for SAN centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 30.1% and operating margin at 43.7%.
Bear Case : CAH
The primary concerns for CAH are P/E Ratio, Return on Equity, Profit Margin. Thin 0.7% margins leave little buffer for downturns.
Bear Case : SAN
The primary concerns for SAN are PEG Ratio, Revenue Growth, Altman Z-Score. Debt-to-equity of 4.47 is elevated, increasing financial risk.
Key Dynamics to Monitor
CAH profiles as a growth stock while SAN is a declining play — different risk/reward profiles.
SAN carries more volatility with a beta of 0.92 — expect wider price swings.
CAH is growing revenue faster at 18.8% — sustainability is the question.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SAN scores higher overall (63/100 vs 53/100), backed by strong 30.1% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cardinal Health Inc
HEALTHCARE · MEDICAL DISTRIBUTION · USA
Cardinal Health, Inc. is an American multinational health care services company.
Visit Website →Banco Santander SA ADR
FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA
Banco Santander, SA, offers various commercial and retail banking products and services to individuals, small and medium-sized companies and large companies worldwide. The company is headquartered in Madrid, Spain.
Compare with Other MEDICAL DISTRIBUTION Stocks
Want to dig deeper into these stocks?