McKESSON CORPORATION
MCKHIGH VELOCITYFILING INTENSITYMcKESSON CORPORATION reads as an High Velocity (composite 78/100); Sustained Capital Deployer deploying $1B across 3 disclosed transactions, up 568% vs the prior cycle.
Lens
Disclosed M&A capital (2023–2025)
$1.2B
vs $174M in 2020–2022
Disclosed transactions
3
3/3 active fiscal years in window
Buyer archetype
Sustained Capital Deployer
Large disclosed acquisition spend recurs across many years.
Composite score
78
High Velocity dominates · Filing Intensity
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $20.6B disclosed buyer spend
- Filed within 18d
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 18d
- 27 acquisition-history signals
- 336 8-Ks
Target Probability
Issuers showing target-side patterns from filings
- 11 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 11 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 11 activism filings
- Latest activism 21y ago; heavily discounted
Distress Watch
Issuers showing financial-distress filing patterns
- 11 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
- 1 NT late filing
- Latest event 27y ago; heavily discounted
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 336 8-Ks
- Filed within 18d
- 5 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $94.8B
- 10-Q 111d ago
- 1 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $4,237M · Peak count: 5
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | 1 | $24M | $24M | N/A |
| 2024 | N/A | $272M | N/A | N/A |
| 2023 | 2 | $867M | $434M | N/A |
| 2022 | N/A | $6M | N/A | N/A |
| 2021 | N/A | $35M | N/A | N/A |
| 2020 | N/A | $133M | N/A | N/A |
Strategy posture.
The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.
Archetype mix
- Geographic Expansion25%
- Bolt On25%
- Horizontal Consolidation25%
- Platform25%
Market context.
No SE-Cluster rollup market matched this issuer's sector or M&A footprint.
The issuer is not visible as a top acquirer in any of the active rollup markets.
Target landscape.
Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.
No qualifying public-issuer targets surfaced from the current signal mix.
Stated target categories
No target categories enumerated in the audited corpus for this issuer.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)312026-05-08
- 10-Q (quarterly)1012026-02-04
- 8-K (event)3362026-05-07
- Proxy / DEF 14A682025-07-02
- Activism (13D / DFAN / PREC)112005-08-24
Signals on file
- watch
Late-filing notice
1999-06-301 NT 10-K/10-Q filing on file.
- elevated
Activism on file
2005-08-2411 activist filings on file (13D, DFAN14A, PREC14A series).
- info
Signal
Restatement risk
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.