



Over the past three months, the Health Care Providers & Services sector has been one of the top growth leaders in the S&P 500 index, up 11.6%.
Some of the largest companies in this industry (by market capitalization): McKesson ($85.6B), one of the three leading wholesale pharmaceutical companies in the US, and Hca Healthcare ($81.6B), which owns the largest network of acute care hospitals in the US, namely 190 facilities and 124 outpatient clinics.
According to the latest quarterly reporting data, we analyzed the profitability, strength, and efficiency criteria for each company according to the methodology of Stanford University professor Joseph Piotroski.
As we can see, in terms of fundamental data, both companies demonstrate quite strong results. However, Hca Healthcare outperforms its competitor McKesson in terms of profitability.
Over the past 3 months, McKesson’s shares have risen by +17.9% and Hca Healthcare’s by +11.7% (the S&P 500 index is down -13.7%). Both companies performed better than the index.
* This is not an investment recommendation. It is up to each individual to decide which criteria to favor when making an investment decision, taking into account their goals and individual risk tolerance.