The proven Zacks Rank system focuses on earnings estimates and estimate revisions to find winning stocks. Nevertheless, we know that our readers all have their own perspectives, so we are always looking at the latest trends in value, growth, and momentum to find strong picks.Of these, value investing is easily one of the most popular ways to find great stocks in any market environment. Value investors rely on traditional forms of analysis on key valuation metrics to find stocks that they believe are underva ...

Cardinal Health Inc. (CAH) is well-poised for growth, given its acquisition-driven strategy, a diversified product portfolio and a robust pharmaceutical segment. However, inflationary pressure remains a concern.Shares of this Zacks Rank #2 (Buy) company have risen 24.3% in the year-to-date period compared with the industry’s 4.8% gain. The S&P 500 Index has gained 27.1% in the same time frame.         CAH, with a market capitalization of $29.83 billion, is a nationwide drug distributor and service provider ...

Group 1 - Cardinal Health participated in Citi's 2024 Global Healthcare Conference, with CFO Aaron Alt and Head of Investor Relations Matt Sims representing the company [1] - The discussion included the potential impact of the new administration on the healthcare sector, particularly regarding tariffs on imports from countries like China, Mexico, Canada, and BRICS nations [2] - The conversation was initiated by Daniel Grosslight, a health tech and distribution analyst at Citi, highlighting the significance of political changes on business operations [2]

Cardinal Health, Inc. (NYSE:CAH) Citi's 2024 Global Healthcare Conference Call December 3, 2024 8:00 AM ET Company Participants Aaron Alt - Chief Financial Officer Matt Sims - Head, Investor Relations Conference Call Participants Daniel Grosslight - Citi Daniel Grosslight Thanks for joining us for the Cardinal Health fireside chat here at Citi's Global Healthcare Conference. My name is Daniel Grosslight. For those of you who don't know me, I'm the health tech and distribution analyst here at Citi. I'm very ...

Cardinal Health (CAH) recently launched the Kendall SCD SmartFlow Compression System in the United States. The system is the next generation of the Kendall Compression Series, offering an enhanced clinician and patient experience.Kendall SCD SmartFlow Compression System is designed to help prevent venous thromboembolism events, enhance blood circulation and treat pain and swelling related to venous stasis.Likely Trend of CAH Stock Following the NewsFollowing the announcement, shares of the company moved mov ...

Cardinal Health, Inc. (NYSE:CAH) UBS Global Healthcare Conference November 12, 2024 11:00 AM ET Company Participants Matt Sims - Vice President, Investor Relations Aaron Alt - Chief Financial Officer Conference Call Participants Kevin Caliendo - UBS Kevin Caliendo Good morning, everybody. Welcome to the UBS Healthcare Global Healthcare Conference. I'm Kevin Caliendo, health care, IT and distribution analyst. And with us this morning is the management of Cardinal Health. Aaron Alt, CFO; and Matt Sims, Direct ...

Summary of Cardinal Health, Inc. Conference Call Company Overview - **Company**: Cardinal Health, Inc. (NYSE: CAH) - **Event**: UBS Global Healthcare Conference - **Date**: November 12, 2024 Key Announcements 1. **Acquisition of GI Alliance**: - Cardinal Health will acquire a majority stake in GI Alliance, the largest gastroenterology MSO platform in the U.S. - This acquisition is seen as a strategic move to expand into other therapeutic areas beyond GI, supporting Cardinal's broader specialty strategy [4][10][36]. 2. **Acquisition of ADSG**: - Cardinal Health announced the acquisition of ADSG, a large distributor of Continuous Glucose Monitoring (CGM) devices, which complements its existing at-home business. - The acquisition is characterized as low CapEx and synergistic, enhancing Cardinal's capabilities in diabetes management [5][18]. 3. **Investor Day Announcement**: - An Investor Day is scheduled for June 12, 2025, to discuss the strategic direction and performance of the company [7]. 4. **Acquisition of Integrated Oncology Network (ION)**: - This acquisition, announced in September, represents Cardinal's entry into the specialty therapeutic area of oncology, further diversifying its portfolio [7]. Strategic Insights - **Ecosystem Development**: - The acquisitions are part of Cardinal's strategy to create a broader ecosystem within the medical field, integrating various specialties and enhancing service offerings [9][10][36]. - **Focus on Specialty Areas**: - Cardinal Health is shifting focus towards higher-margin, higher-growth areas, particularly in specialty pharmaceuticals and oncology, to address strategic gaps in its portfolio [33][34]. - **Operational Efficiency**: - Cardinal has restructured its reporting segments to elevate the visibility and investment in its at-home business and other previously hidden segments, indicating a commitment to growth in these areas [16][17]. Financial Performance and Market Dynamics - **CGM Market Growth**: - The CGM market is projected to grow at a 10% CAGR, driven by legislative changes and increased access to CGMs for diabetes patients [19][20]. - **GLP-1 Therapy**: - GLP-1 therapies are a growing part of Cardinal's pharmaceutical distribution business, complementing CGM devices rather than competing with them [21][22]. - **Impact of Tariffs**: - Cardinal is better prepared for potential tariffs due to improved supply chain resilience and contract flexibility, allowing for proactive adjustments in sourcing and pricing [45][47]. Challenges and Considerations - **Onboarding New Customers**: - The transition from Optum to new managed care customers may involve onboarding costs, but these have been accounted for in the company's guidance [70][72]. - **Market Volatility**: - Cardinal acknowledges the uncertainty in the market, particularly regarding the impact of tariffs and the evolving landscape of pharmaceutical distribution [48][49]. Conclusion - Cardinal Health is actively pursuing strategic acquisitions to enhance its service offerings and market position in specialty pharmaceuticals. The company is focused on operational efficiency and adapting to market changes while preparing for future growth opportunities in the healthcare sector.

Cardinal Health (CAH) recently announced that it has entered into definitive agreements to acquire two companies. These agreements are likely to accelerate Cardinal Health's strategic growth areas along with enhancing patient care. CAH is likely to acquire a majority stake in GI Alliance ("GIA"), along with acquiring the Advanced Diabetes Supply Group ("ADSG"). GIA is the country's leading gastroenterology management services organization ("MSO"), from a combination of GIA physician owners and funds managed ...

Investors interested in Medical stocks should always be looking to find the best-performing companies in the group. Cardinal Health (CAH) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? By taking a look at the stock's year-to-date performance in comparison to its Medical peers, we might be able to answer that question. Cardinal Health is one of 1024 companies in the Medical group. The Medical group currently sits at #3 ...

Group 1 - GI Alliance (GIA) has entered into a definitive agreement with Cardinal Health to acquire a majority stake in GIA, valuing the company at $3.9 billion [1] - The partnership aims to create a physician-led, national specialty healthcare platform focused on high-quality specialty care for patients [2] - GIA partners with over 900 physicians across more than 345 locations in 20 states, providing a complete continuum of gastroenterology care [2][5] Group 2 - Cardinal Health's CEO emphasized the importance of reinforcing and expanding their Specialty business through this acquisition, combining GIA's expertise in gastroenterology with Cardinal Health's national scale [3] - The transaction is subject to customary closing conditions, including regulatory approvals [4] - GI Alliance is recognized as the leading physician-led network for gastrointestinal care in the U.S., supporting independent gastroenterologists [5]