McKesson Corporation (MCK)vsTrade Desk Inc (TTD)
MCK
McKesson Corporation
$879.75
-0.25%
HEALTHCARE · Cap: $108.85B
TTD
Trade Desk Inc
$21.97
-1.66%
COMMUNICATION SERVICES · Cap: $10.63B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 13640% more annual revenue ($397.96B vs $2.90B). TTD leads profitability with a 15.3% profit margin vs 1.1%. TTD appears more attractively valued with a PEG of 0.86. TTD earns a higher WallStSmart Score of 72/100 (B).
MCK
Buy57
out of 100
Grade: C
TTD
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.2%
Fair Value
$1622.09
Current Price
$879.75
$742.34 discount
Margin of Safety
-60.9%
Fair Value
$16.92
Current Price
$21.97
$5.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Earnings expanding 38.0% YoY
Generating 1.1B in free cash flow
Strong operational efficiency at 30.3%
Growing faster than its price suggests
Areas to Watch
Moderate valuation
ROE of 0.0% — below average capital efficiency
1.1% margin — thin
Operating margin of 1.6%
Grey zone — moderate risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MCK
The strongest argument for MCK centers on Debt/Equity, Altman Z-Score, Market Cap. Revenue growth of 11.4% demonstrates continued momentum. PEG of 1.07 suggests the stock is reasonably priced for its growth.
Bull Case : TTD
The strongest argument for TTD centers on Operating Margin, PEG Ratio. Profitability is solid with margins at 15.3% and operating margin at 30.3%. Revenue growth of 14.3% demonstrates continued momentum.
Bear Case : MCK
The primary concerns for MCK are P/E Ratio, Return on Equity, Profit Margin. Thin 1.1% margins leave little buffer for downturns.
Bear Case : TTD
The primary concerns for TTD are Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
MCK profiles as a value stock while TTD is a mature play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.19 — expect wider price swings.
TTD is growing revenue faster at 14.3% — sustainability is the question.
MCK generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
TTD scores higher overall (72/100 vs 57/100), backed by strong 15.3% margins and 14.3% revenue growth. MCK offers better value entry with a 41.2% margin of safety. Both earn "Strong 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.
McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
Visit Website →Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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