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Upturn AI Summary - About
Henry Schein Inc(HSIC)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HSIC
09/25/2026: HSIC (2-star) is currently NOT-A-BUY. Pass it for now.
Henry Schein Inc is a prominent global distributor of dental and medical supplies, widely recognized for its integrated model that combines product distribution with practice management software. The company benefits from a resilient customer base, characterized by long-term relationships with office-based practitioners. Its primary growth strategy centers on consolidating the fragmented dental distribution market while expanding high-margin recurring software revenues. However, the company faces risks from intensifying e-commerce competition and potential downturns in elective healthcare spending. It is best suited for investors seeking a steady, defensive position in the healthcare supply chain, though they should monitor acquisition integration and competitive pricing trends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers steady growth rather than explosive upside, making it better for long-term compounding. |
| Momentum investor | Weak fit | The stock tends to trade based on long-term fundamental consistency rather than short-term price momentum. |
| Value investor | Strong fit | Stable cash flows and a solid market position often make the stock attractive to value-oriented investors. |
| Dividend investor | Weak fit | The company prioritizes reinvestment over dividend yield. |
| Low-risk investor | Strong fit | As a critical supplier to medical professionals, it exhibits defensive characteristics in broader market downturns. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock can react to shifts in healthcare spending and broader macroeconomic trends. |
| Valuation risk | Medium | Market pricing can sometimes stretch relative to the company's moderate growth rate. |
| Competition risk (Digital Marketplace) | Medium | The rise of e-commerce platforms could challenge traditional distribution models. |
| Business quality | Strong | The company has an established, sticky customer base and a defensible distribution infrastructure. |
| Dividend income | Low | Investors seeking immediate cash income may find the current yield insufficient. |
| Execution risk | Medium | Success relies heavily on the ability to integrate acquisitions efficiently. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -17.12% | Avg. Invested days 43 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.53B USD | Price to earnings Ratio 24.79 | 1Y Target Price 98.19 |
Price to earnings Ratio 24.79 | 1Y Target Price 98.19 | ||
Volume (30-day avg) 1.1M shares | Beta 0.81 | 52 Weeks Range 61.95 - 92.18 | Updated Date 09/25/2026 |
52 Weeks Range 61.95 - 92.18 | Updated Date 09/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.45 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Global Dental | Consumables, small equipment, and laboratory supplies. | This is the core business; its stability is linked to the volume of dental procedures worldwide. |
| Global Medical | Supplies and diagnostics for primary care. | Provides reliable, recurring revenue as practices need constant replenishment of supplies. |
| Technology/Services | Software (e.g., Dentrix) and business solutions. | Higher-margin recurring revenue stream that increases customer 'stickiness' and long-term retention. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 24.79 | Forward PE 14.81 | Enterprise Value 13.40B | Price to Sales(TTM) 0.72 |
Enterprise Value 13.40B | Price to Sales(TTM) 0.72 | ||
Enterprise Value to Revenue 0.99 | Enterprise Value to EBITDA 13.27 | Shares Outstanding 111.45M | Shares Floating 91.71M |
Shares Outstanding 111.45M | Shares Floating 91.71M | ||
Percent Insiders 0.83 | Percent Institutions 112.28 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Henry Schein Inc
Exchange NASDAQ | Headquarters Melville, NY, United States | ||
IPO Launch date 1995-11-03 | CEO & Director Mr. Frederick M. Lowery | ||
Sector Healthcare | Industry Medical Distribution | Full time employees 25000 | Website https://www.henryschein.com |
Full time employees 25000 | Website https://www.henryschein.com | ||
Henry Schein, Inc. provides health care products and services to office-based dental and medical practitioners worldwide. It operates through Global Distribution and Value-Added Services; Global Specialty Products; and Global Technology segments. The Global Distribution and Value-Added Services segment distributes infection-control products, handpieces, preventatives, impression materials, composites, anesthetics, teeth, gypsum, acrylics, articulators, abrasives, PPE products, branded and generic pharmaceuticals, vaccines, surgical products, diagnostic tests, dental chairs, delivery units and lights, digital dental laboratories, X-ray supplies and equipment, and high-tech and digital restoration equipment, as well as provides equipment repair services, financial services on a non-recourse basis, continuing education services for practitioners, consulting, and other services. It also markets and sells a portfolio of consumable merchandise under its own corporate brand. The Global Specialty Products segment engage in manufacturing, marketing, and sales of dental implant and biomaterial products; and endodontic, orthodontic and orthopedic products, and other health care-related products and services. The Global Technology segment is involved in the development and distribution of practice management software, e-services, and other products which are distributed to health care providers. The company serves dental practices, laboratories, physician practices, and ambulatory surgery centers, as well as government, institutional health care clinics, home health providers, and other alternate care clinics. It has a strategic partnership with GoTu Technology to help dental practices address ongoing staffing challenges. Henry Schein, Inc. was founded in 1932 and is headquartered in Melville, New York.
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