McKesson Corporation (MCK)vsW. R. Berkley Corp (WRB)
MCK
McKesson Corporation
$879.75
-0.25%
HEALTHCARE · Cap: $108.85B
WRB
W. R. Berkley Corp
$64.49
-0.83%
FINANCIAL SERVICES · Cap: $24.51B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 2606% more annual revenue ($397.96B vs $14.71B). WRB leads profitability with a 12.1% profit margin vs 1.1%. MCK appears more attractively valued with a PEG of 1.07. MCK earns a higher WallStSmart Score of 57/100 (C).
MCK
Buy57
out of 100
Grade: C
WRB
Buy55
out of 100
Grade: C-
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
-136.4%
Fair Value
$30.26
Current Price
$64.49
$34.23 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
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
ROE of 0.0% — below average capital efficiency
1.1% margin — thin
Operating margin of 1.6%
1.5% revenue growth
Weak financial health signals
Expensive relative to growth rate
Earnings declined 21.8%
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 : WRB
The strongest argument for WRB centers on P/E Ratio, Price/Book.
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 : 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 (1.1B), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MCK scores higher overall (57/100 vs 55/100) and 11.4% revenue growth. 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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