In an April 3, 2025 Barron’s article highlighting McKesson, Brian Krawez offered his perspectives on the company.

“You’re paying a below-market multiple for a lot more certainty and better growth,” says Brian Krawez, president and portfolio manager at Scharf Investments, who notes that McKesson’s roughly 11% growth rate over the past decade is better than the S&P 500’s. “When you put it all together, it’s a company with really high market share, a really high-cost advantage, one that’s focused on the U.S. and a part of the economy that is less volatile,” said Krawez. “It should be far more insulated” than many other companies, no matter what happens with trade and other domestic policy changes in Washington, D.C.”

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https://www.barrons.com/articles/buy-mckesson-stock-price-pick-41b894f8