Core Viewpoint - McKesson's stock performance has lagged behind the broader market, with upcoming earnings expected to show growth in both EPS and revenue compared to the previous year [1][2][3]. Financial Performance - McKesson is scheduled to report earnings on August 6, 2025, with a forecasted EPS of $8.33, reflecting a 5.71% increase year-over-year [2]. - Revenue is projected to be $95.77 billion, indicating a 20.79% increase compared to the same quarter of the previous year [2]. - For the entire fiscal year, earnings are estimated at $37.23 per share and revenue at $405.85 billion, representing increases of 12.65% and 13.03% respectively from the prior year [3]. Analyst Estimates - Recent revisions in analyst estimates suggest confidence in McKesson's business performance and profit potential [3]. - The Zacks Consensus EPS estimate has increased by 0.09% over the past month, and McKesson currently holds a Zacks Rank of 2 (Buy) [5]. Valuation Metrics - McKesson is trading at a Forward P/E ratio of 19.55, which is higher than the industry average of 17.95, indicating a premium valuation [6]. - The company has a PEG ratio of 1.45, compared to the industry average PEG ratio of 1.68, suggesting a favorable growth outlook relative to its valuation [7]. Industry Context - The Medical - Dental Supplies industry, which includes McKesson, has a Zacks Industry Rank of 23, placing it in the top 10% of over 250 industries [8].

Investors with an interest in Medical - Dental Supplies stocks have likely encountered both Dentsply International (XRAY) and Merit Medical (MMSI) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.The best way to find great value stocks is to pair a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system. The proven Zacks Rank puts an emphasis on earnings estimates and estimate revisions, while ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In the 'long' context, investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock char ...

Career and Identity - The speaker's life involves balancing poetry and dentistry, two seemingly disparate passions [2] - The speaker initially hid her identity as a dentist from the poetry community and vice versa, fearing a lack of seriousness in either field [9] - The speaker eventually embraced both identities after realizing that people accepted her for who she was [10] - The speaker highlights the importance of empathy gained from poetry in improving her skills as a doctor, and the persistence learned from dentistry in enhancing her poetry journey [5] Personal Growth and Societal Expectations - The speaker emphasizes the importance of making life decisions based on personal desires rather than societal pressures [11] - The speaker initially faced internal conflict and confusion due to external opinions about choosing between poetry and dentistry [8] - The speaker advocates for pursuing multiple passions and not being limited to a single path, despite societal expectations [10][11] Overcoming Challenges - The speaker faced difficulties in balancing her job as a dentist with her passion for poetry, eventually leading her to leave her job [4] - The speaker encountered skepticism and confusion from others regarding her career as a "freelancing dentist" [4] - The speaker experienced a period of self-doubt and considered giving up one of her passions due to external pressures [8]

Group 1: Company Performance - Cardinal Health (CAH) closed at $165.61, with a daily increase of +1.14%, outperforming the S&P 500's gain of 0.8% [1] - Over the past month, CAH shares increased by 6.94%, surpassing the Medical sector's gain of 3.12% and the S&P 500's gain of 5.12% [1] Group 2: Upcoming Financial Results - The upcoming EPS for Cardinal Health is projected at $2.02, indicating a 9.78% increase year-over-year [2] - The Zacks Consensus Estimate for revenue is $60.65 billion, reflecting a 1.31% increase from the previous year [2] Group 3: Full Year Projections - For the full year, earnings are projected at $8.18 per share, representing an increase of +8.63%, while revenue is expected to be $223.07 billion, a decrease of -1.72% from the prior year [3] Group 4: Analyst Estimates and Stock Performance - Changes in analyst estimates for Cardinal Health are important as they reflect short-term business trends and analysts' confidence in performance [4] - The Zacks Rank system, which incorporates estimate changes, indicates Cardinal Health holds a Zacks Rank of 2 (Buy) [6] Group 5: Valuation Metrics - Cardinal Health has a Forward P/E ratio of 20.03, which is higher than the industry average of 17.14 [7] - The company has a PEG ratio of 1.83, compared to the industry average PEG ratio of 1.7 [8] Group 6: Industry Context - The Medical - Dental Supplies industry, part of the Medical sector, holds a Zacks Industry Rank of 26, placing it in the top 11% of over 250 industries [9]

The Medical group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has McKesson (MCK) 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.McKesson is one of 998 companies in the Medical group. The Medical group currently sits at #6 within the Zacks Sector Rank. The Zacks Sector Rank gauges the strength of our 16 individual s ...

Core Viewpoint - DENTSPLY SIRONA (XRAY) is positioned for growth through its new digital-implant workflow and ongoing research and development focus, although it faces forex headwinds and demand softness in Europe [1][3]. Company Overview - DENTSPLY SIRONA has a market capitalization of $3.23 billion and is a global leader in dental consumables, laboratory products, specialty products, and medical devices, with an expected earnings improvement of 7.4% over the next five years [2]. Growth Factors - The introduction of the Azento solution is transforming digital implant workflows, enhancing planning, purchasing, and delivery for single-tooth replacements, now available in Canada and Europe, positioning the company in the $20 billion global tooth-replacement market [3][6]. - Demand for 3D imaging and treatment centers is increasing due to technological upgrades and supply-chain recovery, while the company's expansion in clear aligners further enhances its digital dentistry ecosystem [3]. - DENTSPLY SIRONA's growth strategy is heavily reliant on product innovation, supported by increased R&D spending, which reached $36 million in Q1 2025, aimed at delivering sustainable innovation [4][7]. Financial Performance - In Q1 2025, DENTSPLY SIRONA reported an adjusted operating profit of $72 million, a 46.9% increase from the previous year, with an adjusted operating margin expanding by 305 basis points to 8.2% [8]. - The Zacks Consensus Estimate for 2025 revenues is $3.65 billion, reflecting a 3.7% decrease from 2024, while the consensus for adjusted earnings per share is $1.90, indicating a 13.8% year-over-year improvement [10]. Challenges - There is a noted softness in demand for CAD/CAM products in Europe, particularly in Germany, which is impacting sales and is expected to continue affecting the company in the upcoming quarters [9].

Core Viewpoint - Envista (NVST) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Price Movement - The Zacks rating system reflects changes in earnings estimates, which are strongly correlated with near-term stock price movements [4][6]. - Rising earnings estimates for Envista suggest an improvement in the company's underlying business, likely leading to increased stock prices [5][8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with a strong historical performance, particularly for Zacks Rank 1 stocks, which have generated an average annual return of +25% since 1988 [7][9]. - Envista's upgrade to Zacks Rank 2 places it in the top 20% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [10]. Earnings Estimate Revisions - For the fiscal year ending December 2025, Envista is expected to earn $1.03 per share, unchanged from the previous year, but the Zacks Consensus Estimate has increased by 3.3% over the past three months [8].

Core Viewpoint - Dentsply Sirona Inc. has announced a $550 million offering of 8.375% Junior Subordinated Notes due 2055, expected to close on June 12, 2025, subject to customary conditions [1] Group 1: Offering Details - The notes will have a fixed interest rate of 8.375% until September 12, 2030, after which the rate will reset based on the five-year U.S. Treasury rate plus a spread of 4.379%, with a minimum rate of 8.375% [2] - The net proceeds from the offering are expected to be approximately $544.5 million, which will be used for general corporate purposes, including repaying existing short-term indebtedness [3] Group 2: Management and Regulatory Information - Goldman Sachs & Co. LLC is the sole book-running manager for the offering, with several co-managers involved [4] - The offering is being made under an effective shelf registration statement filed with the U.S. Securities and Exchange Commission [4][5] Group 3: Company Overview - Dentsply Sirona is the largest diversified manufacturer of professional dental products and technologies, with a strong portfolio of brands and a commitment to advancing patient care [8][9]

Core Insights - ZimVie Inc. has launched its RealGUIDE Software Suite and Implant Concierge service in Japan, enhancing access to a digital dental implant ecosystem [1][2] - The Japanese dental implant market is significant, representing ZimVie's largest market in the APAC region [1] Product Offerings - RealGUIDE software provides comprehensive tools for precise implant planning, surgical guides, and restorative design, aimed at improving patient care and operational efficiencies [2] - The software is the first complete cloud-based solution of its kind, consisting of multiple modules for thorough diagnosis and advanced design [2] - Implant Concierge is a virtual outsourcing service that simplifies implant treatment planning and guided surgery, designed for high-volume practices [3] Market Opportunity - The rising adoption of dental implants presents a substantial growth opportunity, necessitating more efficient and integrated treatment workflows [4] - Digital dentistry is becoming the new standard in implantology, with ZimVie experiencing strong traction in other markets [4]