Am I Catching a Falling Knife?
Am I Catching a Falling Knife?
Dave Jones
CAH down 7% : Falling knife or value buy Cardinal Health stock explained
6 minutes Posted Aug 13, 2025 at 4:27 am.
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Cardinal Health (CAH) just dropped over 7% after Q4 FY2025 results and a $1.9B Solaris Health acquisition. Is this a falling knife… or a setup for a smarter entry? In this episode, we break down the revenue miss, thin 3.53% gross margins, financing risk, DCF and PEG valuations, and my buy levels based on a net −6.5% near-term earnings impact.


Key points:


EPS/guidance up, but revenue miss + deal financing weigh on near-term earnings.


Thin gross margins amplify small revenue misses.




Staggered buy levels for better margin of safety.


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#stocks #CAH #CardinalHealth #stockmarket #earnings #valuation #DCF #investing #healthcare


Disclaimer: This video is for informational and entertainment purposes only and is not financial advice. Do your own research and consult a qualified advisor before investing.