OGN vs HLN vs MCK vs CAH vs CVS

For growth investors, McKesson Corporation (MCK) is the stronger pick with 12.

4% revenue growth year-over-year, versus -4. 0% for Haleon plc (HLN). Organon & Co. (OGN) offers the better valuation at 18. 5x trailing P/E (3. 9x forward), making it the more compelling value choice. Analysts rate Haleon plc (HLN) a "Buy" — based on 4 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Organon & Co.

(OGN) is the cheapest at 18. 5x versus CVS Health Corporation at 65. 1x. On forward P/E, Organon & Co. is actually cheaper at 3. 9x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: McKesson Corporation wins at 0. 43x versus Haleon plc's 2. 56x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, McKesson Corporation (MCK) delivered a total return of +270.

4%, compared to -47. 0% for Organon & Co. (OGN). Over 10 years, the gap is even starker: MCK returned +339. 0% versus OGN's -47. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), McKesson Corporation (MCK) is the lower-risk stock at -0.

02β versus Organon & Co. 's 1. 09β — meaning OGN is approximately -6736% more volatile than MCK relative to the S&P 500. On balance sheet safety, Haleon plc (HLN) carries a lower debt/equity ratio of 52% versus 124% for CVS Health Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), McKesson Corporation (MCK) is pulling ahead at 12.

4% versus -4. 0% for Haleon plc (HLN). On earnings-per-share growth, the picture is similar: Cardinal Health, Inc. grew EPS 87. 0% year-over-year, compared to -78. 4% for Organon & Co.. Over a 3-year CAGR, MCK leads at 13. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Haleon plc (HLN) is the more profitable company, earning 15.

1% net margin versus 0. 4% for CVS Health Corporation — meaning it keeps 15. 1% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: HLN leads at 22. 4% versus 1. 0% for CAH. At the gross margin level — before operating expenses — HLN leads at 64. 8%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, McKesson Corporation (MCK) is the more undervalued stock at a PEG of 0. 43x versus Haleon plc's 2. 56x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Organon & Co. (OGN) trades at 3. 9x forward P/E versus 21. 6x for Haleon plc — 17. 7x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for CAH: 38. 0% to $253. 38.

In this comparison, CVS (3.

0% yield), HLN (2. 0% yield), CAH (1. 1% yield), MCK (0. 4% yield) pay a dividend. OGN does not pay a meaningful dividend and should not be held primarily for income.

For long-horizon retirement investors, Cardinal Health, Inc.

(CAH) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 01), 1. 1% yield, +158. 8% 10Y return). Both have compounded well over 10 years (CAH: +158. 8%, OGN: -47. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

HLN, CAH, CVS pay a dividend while OGN, MCK do not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.