Company Performance - Cencora (COR) has returned 27.6% year-to-date, significantly outperforming the Medical group, which has lost about 5.6% on average [4] - Cencora currently holds a Zacks Rank of 2 (Buy), indicating a positive earnings outlook [3] - Over the past 90 days, the Zacks Consensus Estimate for Cencora's full-year earnings has increased by 0.1%, reflecting improving analyst sentiment [3] Industry Context - Cencora is part of the Medical Services industry, which consists of 58 stocks and is currently ranked 86 in the Zacks Industry Rank, with an average loss of 3% this year [5] - In comparison, Intensity Therapeutics Inc. (INTS), another outperforming stock in the Medical sector, has returned 5.1% year-to-date and belongs to the Medical - Biomedical and Genetics industry, which has seen a decline of 7.7% [4][6] - The Medical group includes 1002 companies and is currently ranked 3 in the Zacks Sector Rank, which evaluates the average Zacks Rank of individual stocks within the sector [2]

Trade Policy Impact - The United States has implemented new tariffs, with a 10% baseline tariff on most imports and up to 145% on Chinese goods, significantly affecting global trade dynamics [1] - The elimination of the "de minimis" exemption for shipments under $800 impacts low-cost Chinese e-commerce platforms like Temu and Shein [1] - China has responded by suspending exports of critical minerals, escalating the trade conflict and increasing uncertainty in global markets [1] Economic Consequences - Previous tariffs from 2018 to 2020 resulted in over $80 billion in additional costs for American businesses and consumers, raising concerns about price increases and margin compression across industries [2] - The reintroduction of tariffs in 2025 has raised alarms in the corporate sector, particularly regarding the implementation timeline and potential retaliatory measures from trade partners like China [2] Pharmaceutical Sector - The U.S. government is preparing to impose tariffs on select pharmaceutical imports from countries like China and India, raising concerns about increased costs and supply chain disruptions [3] - Pharmaceutical companies, reliant on international manufacturing, are particularly vulnerable to trade disruptions, leading to a cautious sentiment in the industry [3] Medical Device Sector - The medical device sector is identified as a strong investment opportunity, driven by technological advancements, demographic trends, and increasing demand for healthcare solutions [4] - The global medical devices market was valued at $518.46 billion in 2023 and is projected to grow to over $886.80 billion by 2032, with a CAGR of 6.3% [5] Investment Opportunities - Amid tariff uncertainties, investors are focusing on undervalued stocks with strong balance sheets and resilient performance, particularly in the medical device sector [6] - Promising undervalued stocks for 2025 include Cencora, Inc. (COR), Hims & Hers Health (HIMS), and Prestige Consumer (PBH) [6] Cencora, Inc. - Cencora is a major pharmaceutical services company with a diverse portfolio, including biologics and complex injectables [7] - The company has launched Accelerate Pharmacy Solutions to optimize operations for healthcare customers and has acquired Retina Consultants of America to enhance its specialty leadership [8] - Cencora's stock trades at a P/S ratio of 0.17, lower than the Medical Services market's 0.40, with an expected 11.6% growth in 2025 earnings [9] Hims & Hers Health - Hims & Hers Health offers subscription-based telehealth services and aims to simplify healthcare through a digital-first platform [10] - The company has a P/S ratio of 2.47, discounted compared to the industry's 4.03, with a projected 58% growth in 2025 earnings [11] Prestige Consumer - Prestige Consumer provides over-the-counter healthcare products and has a strong presence across various retail channels [12] - The gastrointestinal product category is a significant growth driver, representing nearly one-fifth of North American sales [13] - The stock trades at a P/S ratio of 3.43, lower than the industry's 5.32, with a recent earnings surprise of 5.17% [16]

President Donald Trump's new set of extensive tariffs on nearly all of America's trading partners, at a minimum of 10%, are already in effect. Added to that, tariffs went as high as 50% for a few nations. Major trading partners like China, Japan, Taiwan, South Korea and India are facing steep "reciprocal" tariffs. Trump's implementation of these tariffs represents the most significant escalation in U.S. tariffs in nearly a century. This move has caused significant fluctuations in the market, raising alarms ...

As expected, Wall Street came crashing down on Thursday after President Donald Trump announced his sweeping tariffs, raising the risk of a global trade war that could push the economy into recession.All three major indexes recorded one of their worst days in years, with the S&P 500 slipping back into correction territory. Markets have been volatile since February, and the bloodbath that began early this month could continue for a longer period as fears of a recession continue to dent their sentiments.Given ...

For those looking to find strong Medical stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Cencora (COR) been one of those stocks this year? 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.Cencora is a member of the Medical sector. This group includes 1005 individual stocks and currently holds a Zacks Sector Rank of #4. The Zacks Sector Rank considers 16 different sector gro ...

The Style Scores are broken down into four categories: Value Score For value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks. It doesn't matter your age or experience: taking full advantage of the stock market and investi ...

The Medical Services sector is experiencing significant transformation fueled by advancements in technology, increased adoption of value-based care and focus on patient-centric solutions and precision medicine. The rising demand for remote treatment has driven rapid growth in digital healthcare, particularly telemedicine and AI-powered services, utilizing data and analytics. Hospitals and providers are leveraging these tools to enhance diagnostics, streamline operations and improve patient outcomes. Value-b ...

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Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the task of finding cutting-edge growth stocks is made easy with the help of the Zacks ...

It has been about a month since the last earnings report for Cencora (COR) . Shares have added about 3.1% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Cencora due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. COR Q1 Earnings & Revenue Beat Estimates, Margins Declin ...