McKesson touted as top healthcare pick while AMN and Novavax flagged as sells

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2▲1 ▼2Impact / 5
Summary · why it matters

StockStory identified McKesson as a healthcare stock with impressive fundamentals, citing 14.3% annual revenue growth over two years, a dominant market position with $403.4 billion in revenue, and 17.9% annual EPS growth boosted by share buybacks. In contrast, it recommended selling AMN Healthcare Services due to declining travelers on assignment, falling EPS over five years, and diminishing returns on capital, and avoiding Novavax because of 22.6% annual sales declines over two years, a projected 50.7% sales drop, and cash-burning tendencies.

Impact on assets 4

Aging Population▼
Health Care▲
McKesson Corporation
MCK
▲ PositiveCapitalrelevance

Strong revenue and EPS growth, boosted by buybacks, make it a top pick.

Biotech & Genomic Medicine▼
Novavax Inc
NVAX
▼ NegativeDemandrelevance

22.6% annual sales declines and projected 50.7% sales drop indicate falling demand.

Industrials▲