WBA

Walgreens Boots Alliance Inc

Healthcare, Consumer


Presented:12/02/2014
Price:$66.75
Cap:$63.10B
Current Price:$10.42
Cap:$9.00B

Presented

Date12/02/2014
Price$66.75
Market Cap$63.10B
Ent Value$65.08B
P/E Ratio19x
Book Value$21.52
Div Yield2%
Shares O/S945.50M
Ave Daily Vol5,990,000
Short Int1.34%

Current

Price$10.42
Market Cap$9.00B
Walgreen Co., together with its subsidiaries, operates a network of drugstores in the United States. It provides consumer goods and services, pharmacy, and health and wellness services through drugstores, as well as through mail, and by telephone and online. The company sells prescription and non-prescription drugs; and general merchandise, including convenience and fresh foods, household items, personal care, photofinishing and candy, and beauty care. It also provides specialty pharmacy services for managing complex and chronic health conditions; customers infusion therapy services consisting of administration of intravenous medications for cancer treatments, chronic pain, heart failure, and other infections and disorders; and clinical services, such as laboratory monitoring, medication profile review, nutritional assessments, and patient and caregiver education. In addition, the company manages in-store convenient care clinics (Healthcare Clinics). As of October 20, 2014, it operated 8,207 locations in 50 states, the District of Columbia, Puerto Rico, and the U.S. Virgin Islands. The company also managed approximately 400 Healthcare Clinics and provider practice locations. The company was founded in 1901 and is based in Deerfield, Illinois.

Publicly traded companies mentioned herein: Walgreen Company (WAG) and AmerisourceBergen (ABC)

Highlights

Walgreens is in the process of finalizing the Alliance Boots deal, which should close next quarter. Missteps earlier this year resulted in the company materially lowering its Fiscal 2016 goals, leaving questions in the minds of some investors as to whether the company fully has its arms around generic inflation and purchasing issues, as well as whether the company can effectively implement its plan on the pharmacy side. In spite of these missteps by company management, the presenter believes the stock currently is not getting the credit it deserves in view of Walgreens’ potential to hyper-grow earnings in the out years.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.