ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

Cardinal Health, Inc.

NYSE:CAH

Medical Distributors · benchmarked against XLV constituent company universe inside the XLV constituent company universe.

Active tabFinancial reports

Current readMixed

Last close226.38

1M return-4.69%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report May 4, 11:59 PM GMT+8.

Sample and caveat25 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest May 4, 11:59 PM GMT+8

Distinct report rows12

Sections4

Metrics shown25of 28 tracked

Coverage89%

CompanyCardinal Health, Inc.

Overview scoring

Fundamental overview

47/100 blended · 94/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 42/100; Cash flow 56/100; Balance sheet 41/100; Valuation 56/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 46/100; Medical Distributors 58/100; Distribution Services 58/100; XLV constituent company universe 47/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #12 of 13; Medical Distributors #3 of 4; Distribution Services #3 of 4; XLV constituent company universe #44 of 59.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 40/100; Cash flow 54/100; Balance sheet 44/100; Valuation 52/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration7/19

Price / Cash Flow has the largest second-order move at +58.13%. 7 metrics are accelerating favorably and 12 are decelerating.

Fundamental PM review

Growth and cash quality1/5

EPS TTM is 6.54 with -5.88% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review1 watch items

FCF yield is +9.37% with -18.70% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 222.6B; Revenue quarter 60.9B; EPS TTM 6.54; Gross margin +3.65%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue -13.45%; Revenue quarter -9.67%; EPS TTM -10.78%; Gross margin +0.72%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 27/100; Cash 8/100; Quality 38/100; Balance 64/100; Valuation 48/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	222.6B	-9.03%-22.1B	-13.45%-32.5B	decelerating	12
Revenue quarterRevenue	60.9B	-7.14%-4.7B	-9.67%-6.3B	decelerating	12
Revenue next quarterRevenue	65.2B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	3.2B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating marginProfitability	+1.42%	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
EPS TTMEarnings	6.54	-5.88%-0.41	-10.78%-0.73	decelerating	8
EPS next quarterEarnings	2.40	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+3.65%	+1.54%+0.06 pts	+0.72%+0.03 pts	improving	12
Net marginQuality	+0.62%	-8.70%-0.06 pts	-8.49%-0.06 pts	decelerating	12
Gross-to-net conversionQuality	+16.99%	-10.09%-1.91 pts	-9.06%-1.71 pts	decelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Jul 3, 2023	205B	53.4B	—	—	—	—	—	+3.26%	+0.13%	+3.91%
Oct 2, 2023	210.2B	54.7B	—	—	—	—	—	+3.25%	+0.07%	+2.28%
Jan 2, 2024	216.1B	57.4B	—	—	—	—	—	+3.25%	+0.30%	+9.09%
Apr 1, 2024	220.6B	54.9B	—	—	—	—	—	+3.26%	+0.25%	+7.67%
Jul 1, 2024	227B	59.9B	—	—	—	3.47	—	+3.16%	+0.37%	+11.85%
Oct 7, 2024	224.5B	52.3B	—	—	—	5.15	—	+3.26%	+0.56%	+17.27%
Jan 6, 2025	222.3B	55.3B	—	—	—	5.36	—	+3.33%	+0.59%	+17.69%
Apr 7, 2025	222.3B	54.9B	—	—	—	6.40	—	+3.40%	+0.70%	+20.59%
Jul 7, 2025	222.6B	60.2B	—	—	—	6.44	—	+3.57%	+0.70%	+19.63%
Oct 6, 2025	234.3B	64B	—	—	—	6.62	—	+3.56%	+0.68%	+19.10%
Jan 5, 2026	244.7B	65.6B	—	—	—	6.95	—	+3.59%	+0.68%	+18.90%
May 4, 2026	222.6B	60.9B	65.2B	3.2B	+1.42%	6.54	2.40	+3.65%	+0.62%	+16.99%