Earnings GrowthCardinal Health shows a clear ability to sustain elevated growth versus historical levels, which is not fully reflected in relative multiples despite recent outperformance.
Stock ValuationThe stock is viewed as overly discounted versus its growth rate, offering favorable investment opportunities compared to peers.
Strategic InitiativesEfforts in inflation mitigation, private label expansion, and broad restructuring are contributing to the company's multi-year targets and signal a potential business turnaround.