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PharmacyM&A Valuation Benchmarks

Median multiples, deal-size medians, named acquirers, and per-bracket multiples — based on 237real M&A transactions in the pharmacy space.

10.67× median EBITDA0.92× median revenue$97.8M median deal sizeMarket: stable

State of PharmacyM&A in 2026

The pharmacy M&A market is currently trading at a median 10.67× EBITDA (interquartile range 8.1×–14.63×) and 0.92× revenue (interquartile range 0.45×–1.6×), based on 237 disclosed transactions at a median deal size of $97.8M. The market trend is currently stable.

Recent (2018+) deals are pricing at 11.35× EBITDAa step UP from the all-time median of 10.67×. Multiples have expanded as institutional capital has entered the space.

Active acquirers include Fagron, Sycamore Partners Management, L.P., Sycamore Partners, Nautic Partners. Recent named transactions: University Compounding Pharmacy (2026, $41.5M); Walgreens Boots Alliance, Inc. (2025, $42,614.4M, 5.8× EBITDA); Walgreens Boots Alliance (2025, $23,700M, 52.4× EBITDA).

Premium multiples in pharmacy are driven by specialty / compounding mix above 30% (pbm rate cuts hit retail not specialty); ltc / closed-door book or 340b participation (recurring institutional revenue); urac or achc accreditation in place (pe platform prerequisite, not optional).

What depresses multiples: pure retail / generic-substitution exposure (pbm reimbursement compression priced in); dir fee exposure trending up (margin compression unfixable at single-location scale); single-payer concentration above 50% (pbm contract loss = practice unviability).

All figures based on disclosed deals only. Source: SEC filings, EDGAR 8-K/S-4, and verified press releases (237 deals total, 147 with EBITDA, 200 with revenue). Quality grade: green.

Median multiples

Metricp25Medianp75Sample
EV / EBITDA8.1×10.67×14.63×147 deals
EV / Revenue0.45×0.92×1.6×200 deals
Deal size (EV)$97.8M237 deals

Recent (2018+) median: 11.35× EBITDA, 0.9× revenue. Data quality: green.

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What drives premium multiples

  • Specialty / compounding mix above 30% (PBM rate cuts hit retail not specialty)
  • LTC / closed-door book or 340B participation (recurring institutional revenue)
  • URAC or ACHC accreditation in place (PE platform prerequisite, not optional)

What depresses multiples

  • Pure retail / generic-substitution exposure (PBM reimbursement compression priced in)
  • DIR fee exposure trending up (margin compression unfixable at single-location scale)
  • Single-payer concentration above 50% (PBM contract loss = practice unviability)

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