QRFT0.130%
as of Jul 8
CAH
GrowthCARDINAL HEALTH INC
Cardinal Health, Inc. operates as a healthcare services and products company in the United States and internationally. It operates in two segments: Pharmaceutical and Specialty Solutions, and Global Medical Products and Distribution. The company provides customized solutions for hospitals, healthcare systems, pharmacies, ambulatory surgery centers, clinical laboratories, physician offices, and patients in the home.
Close · 3M
+1.56%
Held by 3 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals14
Win rate71% (10/14)
Avg buy return+4.01%
+8.62%
since Mar 20
LQAI · New entry · 1d
weight 0 → 0.130% (new)·stock up 18.8% in the 30 days before
Jul 7·entry $239.71·now $225.75Fresh
-5.82%
since Jul 7
AIEQ · Weight decrease · 2d
AIEQ's "fundamentals + sentiment hybrid" approach, leveraging IBM Watson NLP, likely assessed CAH's high valuation, noted by its PER of 36.02 and PBR of 9.25, in contrast to its 12.88% revenue growth and 37.17% ROE. The detected consecutive weight decrease pattern, from 0.71% down to 0.70% then sharply to 0.05% on July 1st, strongly correlates with CAH trading at $237.72, which is 100% of its 52-week high after an 18.6% return over 30 days. This shift suggests Watson's daily analysis of news, filings, and social posts indicated a revised sentiment or fundamental outlook, leading EquBot's risk overlay to significantly reduce exposure to the stock at this elevated price level within the fund's high-turnover portfolio.
weight 0.710% → 0.050% (-0.660 pp)·stock up 21.8% in the 30 days before
Jul 1·entry $237.72·now $225.75
-5.04%
since Jul 1
AIEQ · Accumulation · 5d
Currently trading at its 52-week high of $237.92 after a +22.4% gain in the last 30 days and a +47.4% annual return, Cardinal Health (CAH) demonstrates strong recent momentum. Despite reaching this price peak, AIEQ's IBM Watson NLP engine, which daily ingests news, filings, and social posts across thousands of US equities, has signaled a sustained positive outlook, leading EquBot's risk overlay to gradually accumulate the position from 0.66% to 0.71%. This consistent buying, even with a PER of 35.06 and PBR of 9.25, likely stems from the AI identifying continuous favorable sentiment or fundamental cues, such as the company's 12.88% revenue growth and 37.17% ROE, indicating an ongoing positive narrative that aligns with its fundamentals + sentiment hybrid style. The fund's high turnover and daily rebalancing mechanism allow it to respond swiftly to new information, suggesting that the AI continuously detects fresh catalysts or a reinforcing positive trend for CAH, justifying its increased weighting even at a premium.
weight 0.660% → 0.710% (+0.050 pp)·stock up 19.1% in the 30 days before
Jun 28·entry $236.22·now $225.75Fresh
-4.43%
since Jun 28
AIEQ · Accumulation · 5d
Cardinal Health exhibits a 37.17% ROE and 12.88% revenue growth, metrics signaling strong operational efficiency and expansion that align with AIEQ's fundamental analysis component. Despite its current PER of 35.06 and PBR of 9.25, these figures, combined with the company's financial momentum, suggest that IBM Watson's NLP analysis may have detected positive sentiment or news supporting the valuation. The fund's daily rebalancing saw a gradual accumulation of Cardinal Health shares, moving from 0.6500% to 0.7000% between June 16 and June 26, concurrent with the stock reaching its 52-week high of $237.92. This accumulation, occurring as CAH achieved a +22.4% 30-day return, suggests the EquBot system's risk overlay maintained a positive outlook on the stock even at elevated price levels, driven by the continuous ingestion of data points.
weight 0.650% → 0.700% (+0.050 pp)·stock up 19.1% in the 30 days before
Jun 26·entry $237.92·now $225.75Fresh
-5.12%
since Jun 26
AIEQ · Weight increase · 2d
Cardinal Health's financials, including its 37.17% Return on Equity and 12.88% revenue growth, likely played a role in its inclusion within AIEQ's "fundamentals + sentiment hybrid" strategy. Despite a Price-to-Earnings ratio of 35.06 and Price-to-Book of 9.25, AIEQ demonstrated a consecutive weight increase for CAH, moving from 0.65% on June 22 to 0.69% by June 25. This incremental allocation coincided with CAH reaching its 52-week high of $234.75, following a significant 26.0% return over the prior 30 days. This action indicates IBM Watson NLP, as employed by EquBot, detected a sustained and strong positive sentiment or fundamental momentum for CAH, leading to an amplified position within the fund's daily rebalancing, high-turnover portfolio.
weight 0.650% → 0.690% (+0.040 pp)·stock up 17.2% in the 30 days before
Jun 25·entry $234.75·now $225.75Fresh
-3.83%
since Jun 25
AIEQ · Weight increase · 2d
Cardinal Health is trading at $221.77, near 96% of its 52-week high, having delivered a 19.7% return over the last 30 days and 43.3% over one year, despite a flat 90-day return. AIEQ’s investment strategy, leveraging IBM Watson NLP across thousands of US equities and rebalancing daily, evidently identifies continuous positive catalysts for CAH. The fund's incremental weight increase in this stock, moving from 0.63% to 0.67% over the observed period even with its elevated price, indicates the AI consistently ranks CAH favorably. This sustained positive ranking suggests the system is processing news, filings, and sentiment that reaffirm the stock's value, supported by its 12.88% revenue growth and 37.17% ROE for its fundamentals + sentiment hybrid approach.
weight 0.650% → 0.670% (+0.020 pp)·stock up 10.7% in the 30 days before
Jun 18·entry $221.77·now $225.75Fresh
+1.79%
since Jun 18
AIEQ · Accumulation · 5d
Cardinal Health Inc. currently trades near the top of its 52-week range at $221.16, representing 96% of its high, and has generated a 14.7% return over the last 30 days and 43.2% over the past year. Despite this strong upward trajectory, the Amplify AIEQ fund, managed by EquBot and employing IBM Watson NLP for daily rankings, gradually accumulated CAH, increasing its weight from 0.56% to 0.65% between June 3rd and June 11th. This consistent buying pattern suggests the AI’s continuous ingestion of news, filings, and social posts repeatedly identified positive sentiment or fundamental signals, likely influenced by CAH's 12.88% revenue growth and 37.17% return on equity. Given AIEQ's high-turnover and daily rebalancing nature, this sustained accumulation into strength indicates the AI system found compelling reasons to maintain or increase exposure, even as the stock approached its yearly peak.
weight 0.560% → 0.650% (+0.090 pp)·stock up 21.1% in the 30 days before
Jun 11·entry $221.16·now $225.75Drifting
+2.08%
since Jun 11
AIEQ · Weight increase · 3d
weight 0.560% → 0.610% (+0.050 pp)·stock up 7.4% in the 30 days before
Jun 7·entry $204.48·now $225.75Chased
+10.40%
since Jun 7
AIEQ · Weight increase · 2d
weight 0.560% → 0.580% (+0.020 pp)·stock up 7.4% in the 30 days before
Jun 5·entry $205.71·now $225.75Drifting
+9.74%
since Jun 5
AIEQ · Sudden change · 1d
AIEQ's mandate to rebalance daily across its 140-180 US stock portfolio, guided by IBM Watson NLP, suggests its systems detected a material shift for Cardinal Health. The rapid increase from 0.0500% to 0.5700% on 2026-05-30 indicates that Watson's analysis of news, filings, or social posts produced a significantly higher ranking for CAH, reflecting a strong positive signal for this health care company. Despite a 30-day return of -8.0%, the fund likely identified a compelling blend of sentiment and fundamentals, such as the company's 12.88% revenue growth. This move aligns with AIEQ's hybrid style, allowing for swift, sentiment-driven reweighting when its daily output indicates a re-evaluation of a position like CAH.
weight 0.050% → 0.570% (+0.520 pp)·stock down 3.0% in the 30 days before
May 30·entry $195.15·now $225.75
+15.68%
since May 30
AMOM · Exit · 1d
The AI ETF likely divested CAH due to its significantly high valuation multiples, particularly a PBR of 9.25 and PER of 29.82, suggesting the AI's algorithm deemed it overvalued despite strong revenue growth and ROE. This abrupt removal indicates a rule-based exit, possibly triggered by a valuation threshold breach or a reallocation to more attractive assets. For retail investors, this highlights the importance of considering valuation alongside performance; strong companies can still be poor investments if overpaid for, prompting even sophisticated AI to exit. Always assess whether current fundamentals justify a stock's market price.
weight 1.010% → 0 (exited)·stock down 7.9% in the 30 days before
May 4·entry $197.06·now $225.75
+14.56%
since May 4
AMOM · Weight decrease · 2d
The AI ETF's consecutive weight decrease in CAH likely stems from its high PER and PBR, indicating potential overvaluation despite strong revenue growth and ROE, leading the AI to manage risk. For retail investors, this highlights the need to critically evaluate a stock's valuation multiples, even with solid fundamentals, to avoid buying into potentially overextended prices.
weight 1.090% → 1.000% (-0.090 pp)·stock down 8.7% in the 30 days before
Apr 30·entry $192.88·now $225.75
+17.04%
since Apr 30
AMOM · Weight increase · 2d
The AI ETF likely initiated consecutive weight increases for Cardinal Health due to its exceptional ROE of 37.17% and solid 10.13% revenue growth, indicating strong profitability and operational performance despite elevated valuation multiples. This suggests the AI prioritizes robust fundamentals and potential for sustained growth in its investment decisions. Retail investors can learn to balance valuation concerns with strong underlying business health, recognizing that AI often identifies companies with excellent profitability and growth as attractive long-term holdings.
weight 1.040% → 1.090% (+0.050 pp)·stock down 0.5% in the 30 days before
Apr 28·entry $205.61·now $225.75Drifting
+9.80%
since Apr 28
AMOM · Weight decrease · 7d
weight 1.210% → 1.070% (-0.140 pp)·stock down 2.8% in the 30 days before
Apr 22·entry $200.55·now $225.75
+12.57%
since Apr 22
AMOM · Weight decrease · 6d
weight 1.210% → 1.100% (-0.110 pp)·stock down 1.4% in the 30 days before
Apr 21·entry $204.92·now $225.75
+10.16%
since Apr 21
AMOM · Weight decrease · 5d
weight 1.210% → 1.130% (-0.080 pp)·stock up 0.1% in the 30 days before
Apr 20·entry $211.18·now $225.75
+6.90%
since Apr 20
AMOM · Weight decrease · 4d
weight 1.210% → 1.140% (-0.070 pp)·stock up 1.0% in the 30 days before
Apr 17·entry $213.99·now $225.75
+5.50%
since Apr 17
AMOM · Weight decrease · 3d
weight 1.210% → 1.160% (-0.050 pp)·stock down 1.5% in the 30 days before
Apr 16·entry $213.10·now $225.75
+5.94%
since Apr 16
AMOM · Weight decrease · 2d
weight 1.210% → 1.180% (-0.030 pp)·stock down 2.6% in the 30 days before
Apr 15·entry $211.83·now $225.75
+6.57%
since Apr 15
+4.94%
since Apr 8
+6.10%
since Apr 7
AMOM · Accumulation · 5d
stock down 4.1% in the 30 days before
Apr 2·entry $214.05·now $225.75Drifting
+5.47%
since Apr 2
+6.48%
since Apr 1
AMOM · Accumulation · 5d
stock down 10.0% in the 30 days before
Mar 30·entry $206.31·now $225.75Drifting
+9.42%
since Mar 30
AMOM · Weight increase · 3d
stock down 9.0% in the 30 days before
Mar 27·entry $206.58·now $225.75Drifting
+9.28%
since Mar 27
AMOM · Weight increase · 2d
stock down 8.2% in the 30 days before
Mar 26·entry $207.70·now $225.75Drifting
+8.69%
since Mar 26
+7.03%
since Mar 19
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jun 28
The AI ETFs, particularly AIEQ, show a consistent trend of gradual accumulation and increasing weight in Cardinal Health, suggesting a positive outlook or perceived value by the AI algorithms. This contrasts with the framework's 'Fail' verdict, which is driven by a lack of sufficient historical data to confirm robust financial health over time and the absence of a discernible margin of safety at current valuation multiples.
- Circle of CompetenceCardinal Health's role as a large-scale healthcare distributor provides stable unit economics and predictable demand, allowing for reasonable projection of future cash flows.
- Economic MoatThe company benefits from significant scale-driven cost advantages, extensive distribution networks, and customer switching costs, which collectively create a durable economic moat.
- ManagementSpecific information regarding management's candor, capital allocation discipline, or skin in the game is not provided in the available data to make an assessment.
- Financial HealthA comprehensive assessment of financial health cannot be made, as the provided data lacks a 10-year ROE history, operating margin trends, manageable debt details, and consistent owner earnings figures required by the framework.
- Margin of SafetyWithout a conservative estimate of intrinsic value, and considering the relatively high valuation multiples provided, it is not possible to confirm a sufficient margin of safety.
Cardinal Health operates within a clear circle of competence, benefiting from a durable economic moat due to its scale and entrenched market position. However, the analysis reveals a 'Fail' verdict due to insufficient data to confirm consistent financial health as per the framework's strict criteria, and the inability to establish a margin of safety at the current share price.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.