Henry Schein, Inc. (HSIC) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Henry Schein, Inc. (HSIC) trades at $88.46 with AI Score 74/100 (Grade A). Henry Schein, Inc. is a global distributor of healthcare products and services, primarily serving dental and medical practitioners. Market cap: $10.1B, Sector: Healthcare.
Price as of Aug 21, 2026 · Last analyzed: May 10, 2026HSIC stock analysis for 2026: Analysts have set a consensus price target of $78.14 for Henry Schein, Inc., suggesting 11.7% downside from the current price of $88.46. The AI MoonshotScore is 74/100, indicating a bullish outlook. Key factors: analyst coverage, AI-driven quantitative scoring.
HSIC: the 3 scored disciplines are evenly split. Dominant signal: Seth Klarman bearish.
How is this calculated? →Why this analysis is different
- A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
- An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
- Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.
Henry Schein, Inc. (HSIC) Healthcare & Pipeline Overview
Henry Schein, Inc. is a leading global distributor of healthcare products and services, focusing on dental and medical professionals. With a broad portfolio encompassing consumables, equipment, and technology solutions, the company supports healthcare providers in optimizing practice efficiency and patient care, operating with a consistent profit margin.
What Is the Investment Thesis for HSIC?
Henry Schein, Inc. presents a compelling investment case based on its established market position, diversified product and service offerings, and consistent financial performance. With a market capitalization of $10.1B and a P/E ratio of 24.3, the company showcases stability and growth potential. The company's gross margin of 29.7% and profit margin of 3.0% reflect efficient operations. Key growth catalysts include the expansion of its technology and value-added services segment and strategic acquisitions to broaden its product portfolio. However, potential risks include increasing competition in the healthcare distribution market and regulatory changes impacting healthcare practices. The company's beta of 0.88 suggests lower volatility compared to the broader market.
Based on FMP financials and quantitative analysis
HSIC Key Highlights
Market capitalization of $10.1B indicates a strong market presence.
- P/E ratio of 24.3 reflects investor confidence in future earnings.
- Gross margin of 29.7% demonstrates efficient cost management.
- Profit margin of 3.0% shows consistent profitability.
- Beta of 0.88 suggests lower volatility compared to the broader market.
Who Are HSIC's Competitors?
HSIC is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| GMED Globus Medical, Inc. | $88.34 | +2.20% | $11.9B | 96 |
| DVA DaVita Inc. | $175.24 | -1.15% | $11.3B | 77 |
| MOH Molina Healthcare, Inc. | $198.04 | -1.56% | $10.3B | 79 |
| MASI Masimo Corporation | $179.95 | +0.00% | $9.42B | 55 |
| ATR AptarGroup, Inc. | $132.96 | +0.02% | $8.49B | 74 |
| SHPMF Shanghai Pharmaceuticals Holding Co., Ltd | $1.46 | +0.00% | $8.46B | 45 |
| SHTDF Sinopharm Group Co. Ltd. | $2.13 | +0.00% | $6.65B | 45 |
| SHTDY Sinopharm Group Co. Ltd. | $10.52 | -1.77% | $6.57B | 42 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are HSIC's Key Strengths?
Global distribution network.
- Comprehensive product portfolio.
- Strong brand reputation.
- Value-added services.
What Are HSIC's Weaknesses?
Dependence on third-party suppliers.
- Exposure to regulatory changes.
- Limited pricing power.
- Relatively low profit margin.
What Could Drive HSIC Stock Higher?
Expansion of digital commerce platform to enhance customer experience and drive online sales.
- Strategic acquisitions to broaden product portfolio and expand geographic reach.
- Growth in technology and value-added services segment.
- Increasing demand for healthcare products and services in emerging markets.
What Are the Key Risks for HSIC?
Increasing competition in the healthcare distribution market.
- Regulatory changes impacting healthcare practices and reimbursement rates.
- Supply chain disruptions affecting product availability and costs.
- Economic downturns reducing healthcare spending.
What Are the Growth Opportunities for HSIC?
- Expansion of Technology and Value-Added Services: Henry Schein can drive growth by expanding its technology and value-added services segment. The market for practice management software and e-services is growing as healthcare providers seek to improve efficiency and patient care. By offering innovative solutions and expanding its service offerings, Henry Schein can attract new customers and increase revenue. This segment addresses a market estimated to reach $10 billion by 2028.
- Strategic Acquisitions: Henry Schein can pursue strategic acquisitions to broaden its product portfolio and expand its geographic reach. By acquiring companies with complementary products or services, Henry Schein can enhance its market position and increase its revenue base. The company has a history of successful acquisitions and can leverage its expertise to identify and integrate new businesses. The timeline for acquisitions is ongoing, with potential deals assessed annually.
- Penetration of Emerging Markets: Henry Schein can expand its presence in emerging markets, where demand for healthcare products and services is growing rapidly. By establishing distribution networks and partnerships in these markets, Henry Schein can tap into new revenue streams and diversify its geographic footprint. Emerging markets represent a significant growth opportunity, with healthcare spending projected to increase by 8-10% annually over the next decade.
- Enhancement of Digital Commerce Platform: Investing in and enhancing its digital commerce platform can significantly boost Henry Schein's growth. A user-friendly and efficient online platform can attract more customers, streamline ordering processes, and improve customer satisfaction. This initiative aligns with the broader trend of digitalization in the healthcare industry. The timeline for platform enhancements is projected over the next 2-3 years.
- Focus on Value-Based Care Solutions: As the healthcare industry shifts towards value-based care models, Henry Schein can develop and offer solutions that support these models. This includes providing data analytics, consulting services, and technology solutions that help healthcare providers improve patient outcomes and reduce costs. The market for value-based care solutions is expected to grow significantly, presenting a substantial opportunity for Henry Schein. Implementation of these solutions is expected to ramp up over the next 5 years.
What Are HSIC's Competitive Advantages?
- Extensive distribution network provides a wide reach to customers.
- Strong relationships with manufacturers and suppliers ensure product availability.
- Comprehensive portfolio of products and services caters to diverse customer needs.
- Established brand reputation and customer loyalty.
- Value-added services enhance customer stickiness.
What Does HSIC Do?
Founded in 1932 and headquartered in Melville, New York, Henry Schein, Inc. has evolved into a global leader in distributing healthcare products and services. The company began as a pharmacy and has expanded its offerings to serve dental practitioners and laboratories, physician practices, government, institutional healthcare clinics, and other alternate care clinics worldwide. Henry Schein operates through two primary segments: Health Care Distribution, and Technology and Value-Added Services. The Health Care Distribution segment provides a comprehensive range of dental products, including infection-control products, handpieces, preventatives, impression materials, composites, anesthetics, teeth, dental implants, and digital restoration equipment. It also offers medical products such as branded and generic pharmaceuticals, vaccines, surgical products, diagnostic tests, and infection-control products. The Technology and Value-Added Services segment delivers software, technology, and other value-added services, including practice management software systems, financial services, e-services, practice technology, network, and hardware services, as well as continuing education and consulting services. With a global presence and a commitment to innovation, Henry Schein supports healthcare professionals in delivering quality patient care and improving practice efficiency.
What Products and Services Does HSIC Offer?
- Distributes dental products, including infection-control supplies and equipment.
- Provides medical products, such as pharmaceuticals, vaccines, and surgical supplies.
- Offers practice management software systems for dental and medical practitioners.
- Delivers value-added practice solutions, including financial services and e-services.
- Provides continuing education services for healthcare professionals.
- Offers equipment repair services for dental and medical equipment.
- Supplies personal protective equipment (PPE) to healthcare providers.
How Does HSIC Make Money?
- Distribution of healthcare products to dental and medical professionals.
- Sale of technology and value-added services, including software and consulting.
- Revenue generated through product sales and service fees.
- Strategic partnerships with manufacturers and suppliers.
What Industry Does HSIC Operate In?
Henry Schein, Inc. operates within the medical distribution industry, which is characterized by increasing demand for healthcare products and services due to an aging population and advancements in medical technology. The industry is competitive, with companies like Globus Medical, Inc. (GMED) and Masimo Corporation (MASI) vying for market share. Trends include the growing adoption of digital solutions and the increasing importance of value-added services. Henry Schein's focus on both distribution and technology positions it favorably to capitalize on these trends.
Who Are HSIC's Key Customers?
- Dental practitioners and laboratories.
- Physician practices.
- Government and institutional healthcare clinics.
- Alternate care clinics.
Henry Schein, Inc. (HSIC) Valuation Context
Valued at $10.1B, HSIC is classified as a large-cap stock. Relative to its peer group, HSIC's quantitative score of 74/100 is roughly in line with the peer average of 76/100.
HSIC Revenue & Earnings Trend
In Q2 2026, HSIC generated $3.46B in top-line revenue, marking a sequential increase of 2.7%. The company recorded net income of $94.0M, with diluted EPS of $0.82. Quarter-over-quarter revenue has been mixed, typical for a large-cap company operating in Healthcare. Across the four most recent quarters, HSIC averaged $0.86 in diluted EPS.
Company Profile
Henry Schein, Inc. operates in the Medical - Distribution industry within the Healthcare sector. It is headquartered in Melville, US. The company is led by CEO Frederick Lowery. HSIC has traded publicly since 1995.
Key Financial Metrics
Return on equity for Henry Schein, Inc. stands at 11.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 3.5%, showing how much profit it generates from its asset base. HSIC trades at a trailing price-to-earnings ratio of 24.30, roughly in line with the Healthcare sector average of ~23x. Its free cash flow yield is 4.5%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.36 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 4.1%, the inverse of the P/E and a quick read on earnings relative to price.
Financial Health
Henry Schein, Inc.'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.82 places it in the grey zone, a middle ground that warrants monitoring.
Earnings Track Record
Henry Schein, Inc. has beaten Wall Street's EPS estimate in 6 of its last 8 reported quarters — a consistent record of delivering on expectations. Reported results have landed about 2.9% above estimates on average.
Forward Outlook
Wall Street analysts project Henry Schein, Inc. revenue of about $13.87B for fiscal 2026, with EPS near $5.38. The estimate reflects 12 contributing analysts.
HSIC Financials
HSIC earnings history & estimates →
Fundamental Snapshot
Based on FMP financials and quantitative analysis · FY 2025
Bull Case vs Bear Case
Bull Case
- Henry Schein seems to be gaining traction in the dental tech space, which could be a long-term growth driver.
- Insider activity suggests confidence, with some recent buying signals potentially indicating positive expectations.
- The company appears to be successfully navigating supply chain issues, which is a big win in the current environment.
- Community sentiment leans towards a belief in the company's stability and its role as a key player in healthcare distribution.
Bear Case
- Some community members are concerned about increasing competition from smaller, more agile players.
- Recent market developments suggest a potential slowdown in dental spending, which could impact revenue.
- There's a perception that Henry Schein might be slow to adapt to emerging trends in digital dentistry.
- Bearish community views highlight potential regulatory headwinds impacting the healthcare distribution sector, creating uncertainty.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
From the Earnings Call
“We have also successfully rolled out our global e-commerce platform, henryschein.com to our Canadian and U.S. laboratory customers. We are well advanced in implementation across the U.S. with over 80% of our U.S. dental e-commerce sales now transacted over henryschein.com. We expect to complete the U.S. rollout by the end of August”
— Frederick Lowery
“Therefore, I am committing to the company's goal of achieving greater than $200 million of annual operating income improvement within the next few years with $125 million run rate by the end of 2026.”
— Frederick Lowery
HSIC Q1 FY2026 earnings call transcript · 2026-05-05
Recent Quarterly Results
| Quarter | Revenue | Net Income | EPS |
|---|---|---|---|
| Q2 2026 | $3.46B | $94M | $0.82 |
| Q1 2026 | $3.37B | $107M | $0.92 |
| Q4 2025 | $3.44B | $101M | $0.85 |
| Q3 2025 | $3.34B | $101M | $0.84 |
Based on FMP financials and quantitative analysis
HSIC Latest News
-
3 Unpopular Stocks with Open Questions
StockStory · Aug 18, 2026
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Evercore ISI Adjusts Price Target on Henry Schein to $100 From $90
MT Newswires · Jul 7, 2026
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Trucordia Welcomes Steve Roberts as Executive Vice President, Health Benefits & Financial Services
Yahoo! Finance: HSIC News · Jul 7, 2026
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Is Henry Schein (HSIC) Stock Undervalued Right Now?
zacks.com · Jul 7, 2026
HSIC Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for HSIC.
Price Targets
Consensus target: $78.14
HSIC MoonshotScore
What does this score mean?
The MoonshotScore rates HSIC 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Latest News
3 Unpopular Stocks with Open Questions
Evercore ISI Adjusts Price Target on Henry Schein to $100 From $90
Trucordia Welcomes Steve Roberts as Executive Vice President, Health Benefits & Financial Services
Is Henry Schein (HSIC) Stock Undervalued Right Now?
Latest Henry Schein, Inc. Analysis
Leadership: R. Steven Boggan
Chief Executive Officer
R. Steven Boggan is the Chief Executive Officer of Henry Schein, Inc. He has extensive experience in the healthcare industry, with a proven track record of driving growth and innovation. Before becoming CEO, Boggan held various leadership positions within Henry Schein, including roles in sales, marketing, and operations. His deep understanding of the company's business model and customer needs has been instrumental in shaping its strategic direction. He is responsible for managing 25,000 employees.
Track Record: Under R. Steven Boggan's leadership, Henry Schein, Inc. has focused on expanding its technology and value-added services, driving growth in key markets, and enhancing its digital commerce platform. He has overseen strategic acquisitions that have broadened the company's product portfolio and strengthened its market position. Boggan has also prioritized innovation and customer satisfaction, leading to improved financial performance and increased shareholder value.
What Investors Ask About Henry Schein, Inc. (HSIC) — Healthcare
What does the AI Score mean for HSIC?
HSIC holds an AI Score of 74/100 (Grade: A). This is an educational research signal, not a buy or sell recommendation. Henry Schein, Inc. is a global distributor of healthcare products and services, primarily serving dental and medical practitioners. The company operates through two segments: Health Care …
What does Henry Schein, Inc. do?
Henry Schein, Inc. is a global distributor of healthcare products and services, primarily serving dental and medical practitioners. The company operates through two segments: Health Care Distribution, and Technology and Value-Added Services. The Health Care Distribution segment offers a wide range of dental and medical products, including infection-control supplies, pharmaceuticals, and equipment.
What do analysts say about HSIC stock?
Analyst consensus on Henry Schein, Inc. (HSIC) generally reflects a positive outlook, citing the company's strong market position and diversified product offerings. Key valuation metrics, such as the P/E ratio of 24.3, suggest a reasonable valuation compared to peers. Growth considerations include the expansion of its technology and value-added services segment and strategic acquisitions.
What are the main risks for HSIC?
The main risks for Henry Schein, Inc. include increasing competition in the healthcare distribution market, which could put pressure on pricing and margins. Regulatory changes impacting healthcare practices and reimbursement rates could also negatively affect the company's revenue. Supply chain disruptions pose a risk to product availability and costs.
How does Henry Schein, Inc. differentiate itself from competitors in the healthcare distribution market?
Henry Schein, Inc. differentiates itself through its comprehensive product portfolio, extensive distribution network, and value-added services. Unlike some competitors that focus on specific product categories or geographic regions, Henry Schein offers a wide range of dental and medical products and services to a global customer base. The company's strong relationships with manufacturers and suppliers ensure product availability and competitive pricing.
How does Henry Schein, Inc. navigate the competitive landscape of medical device and supply distribution?
Henry Schein, Inc. navigates the competitive landscape by maintaining a diversified product portfolio, focusing on customer relationships, and investing in technology and value-added services. The company offers a wide range of products, from consumables to high-tech equipment, reducing its reliance on any single product category.
What are the key factors to evaluate for HSIC?
Henry Schein, Inc. (HSIC) holds an AI score of 74/100 (high). P/E: 24.3x vs the S&P 500's ~20-25x. Analysts target $78.14 (-12%). Not financial advice.
How frequently does HSIC data refresh on this page?
HSIC's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven HSIC's recent stock price performance?
Henry Schein, Inc. (HSIC) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Global distribution network. See the News tab for the latest drivers. Past performance does not predict future results.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Information is based on available data and may be subject to change.