Cencora: Long-Term Compounder With Mouth-Watering Economics
Cencora(COR) Seeking Alpha·2024-06-25 00:20
1 IF D H HT T 100 - 100 1 i T 1 Pgiam/iStock via Getty Images Investment Update Since my last publication on Cencora (NYSE:COR) shares have continued to advance and now trade 13% higher. This marks a substantial gain from the original buy thesis I presented on COR in 2023. Analysts in a Bernstein-Societe Generale rated COR a high-quality stock with high ROIC trading at sensible valuations in a recent analysis. This is exactly the sentiment I have held with COR since day on, and this has not changed. Earning ...