McKesson Corporation (MCK)vsW. R. Berkley Corp (WRB)
MCK
McKesson Corporation
$736.09
-2.47%
HEALTHCARE · Cap: $92.45B
WRB
W. R. Berkley Corp
$65.68
-1.28%
FINANCIAL SERVICES · Cap: $24.77B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 2580% more annual revenue ($397.96B vs $14.85B). WRB leads profitability with a 12.6% profit margin vs 1.1%. MCK appears more attractively valued with a PEG of 0.90. WRB earns a higher WallStSmart Score of 65/100 (C+).
MCK
Buy62
out of 100
Grade: C+
WRB
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.8%
Fair Value
$2633.47
Current Price
$736.09
$1897.38 discount
Intrinsic value data unavailable for WRB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Large-cap with strong market position
Growing faster than its price suggests
Earnings expanding 38.0% YoY
Generating 3.4B in free cash flow
Every $100 of equity generates 20 in profit
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 26.0% YoY
Areas to Watch
ROE of 0.0% — below average capital efficiency
1.1% margin — thin
Operating margin of 1.6%
4.0% revenue growth
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : MCK
The strongest argument for MCK centers on Debt/Equity, Market Cap, PEG Ratio. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.90 suggests the stock is reasonably priced for its growth.
Bull Case : WRB
The strongest argument for WRB centers on Return on Equity, P/E Ratio, Price/Book.
Bear Case : MCK
The primary concerns for MCK are Return on Equity, Profit Margin, Operating Margin. Thin 1.1% margins leave little buffer for downturns.
Bear Case : WRB
The primary concerns for WRB are Revenue Growth, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
MCK carries more volatility with a beta of 0.35 — expect wider price swings.
MCK is growing revenue faster at 11.4% — sustainability is the question.
MCK generates stronger free cash flow (3.4B), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WRB scores higher overall (65/100 vs 62/100). MCK offers better value entry with a 63.8% margin of safety. 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.
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 →W. R. Berkley Corp
FINANCIAL SERVICES · INSURANCE - PROPERTY & CASUALTY · USA
W. R. Berkley Corporation is a commercial lines property & casualty insurance holding company organized in Delaware and based in Greenwich, Connecticut.
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