StockStory flags Flex as a sell, highlights Cencora and Cardinal Health as large-cap picks

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โดย StockStory·Read original
Summary · why it matters

StockStory identifies Flex as a large-cap stock to sell, citing its below-average annual revenue growth of 2.8% over the last two years, a low free cash flow margin of 2.8% over five years, and shrinking returns on capital. In contrast, the firm names Cencora and Cardinal Health as attractive large-cap stocks. Cencora benefits from its $328.7 billion revenue scale, share buybacks that boosted earnings per share growth, and strong returns on capital, trading at 15.3 times forward earnings. Cardinal Health, with $250.7 billion in revenue, is projected to grow revenue 8.9% in the next twelve months and has grown annual earnings per share by 12.4% over five years, trading at 20.2 times forward earnings.

Impact on stocks 3

Health Care · 2 stocks
Cardinal Health Inc
CAH
▲ PositiveCapitalrelevance

StockStory highlights Cardinal Health as an attractive large-cap pick with strong revenue growth and earnings per share growth.

Cencora Inc.
COR
▲ PositiveCapitalrelevance

StockStory highlights Cencora as an attractive large-cap pick with strong revenue scale, buybacks, and returns on capital.

Artificial Intelligence · 1 stocks
Flex Ltd
FLEX
▼ NegativeCapitalrelevance

StockStory flags Flex as a sell due to below-average revenue growth, low free cash flow margin, and shrinking returns on capital.