Henry Schein Inc logo

Henry Schein Inc(HSIC)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
1-STAR RATING
PASS
LAST CLOSE
$86.05
11/06/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
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Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for HSIC

11/06/2026: HSIC (1-star) is currently NOT-A-BUY. Pass it for now.

Henry Schein Inc is a global distributor of healthcare products and technology solutions for dental, medical, and veterinary practices. The company has a leading position in the dental supply market and is known for its ability to integrate smaller distributors into its vast logistics network. Its primary growth opportunity lies in digitizing the dental clinic through practice management software and digital imaging workflows. However, the company faces risks from intensifying e-commerce competition and the consolidation of independent healthcare providers. It is generally suitable for value-oriented investors seeking a stable, long-term industry participant, though it lacks the dividend yield often favored by pure income investors.

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 styleFitWhy
Growth investorMixed fitThe company offers steady, predictable growth rather than high-octane expansion.
Momentum investorWeak fitThe stock typically exhibits low beta and steady price action rather than rapid momentum breakouts.
Value investorStrong fitThe company is often valued based on its defensive characteristics and reliable cash flow generation.
Dividend investorWeak fitThe company historically prioritizes share buybacks and reinvestment over dividend payments.
Low-risk investorStrong fitIts role as an essential supplier to healthcare providers provides significant business durability.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityLowThe stock is generally less volatile than high-growth tech or biotech peers.
Valuation riskMediumThe stock is subject to market re-ratings based on interest rate environments and healthcare spending outlooks.
Competition risk (E-commerce expansion)Medium / highThe entry of mass-market e-commerce players into medical distribution threatens traditional pricing models.
Business qualityStrongThe company has a long-standing history and a critical role in the healthcare supply chain.
Dividend incomeLow / noneThe company does not provide a reliable dividend stream for income-focused investors.
Execution riskMediumSuccessful growth relies on the consistent integration of numerous smaller acquisitions.

Analysis of Past Performance

Type Stock
Historic Profit -17.12%
Avg. Invested days 43
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/06/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
HSIC receives a 3-star rating, supported by solid analyst coverage. The rating is constrained by soft unit economics, and weak price momentum.

Company Fundamentals

★★★★★
HSIC has moderate overall fundamentals (3 stars), with moderate financial health, moderate growth momentum, and solid ownership. In FY2025 versus FY2024, moderate earnings growth (+2.1%) is partially offset by soft cash generation (FCF margin 4.3%), moderate revenue growth (+4.0%), soft profitability (net margin 3.0%).

Financial Health Rating

★★★★★
HSIC's financial health is supported by solid cash strength, including free-cash-flow generation (4.3% of revenue). Profitability is soft (2 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
Revenue growth is HSIC's strongest growth driver at +4.0% FY2025 versus FY2024 (moderate, 3 stars). By comparison, while free-cash-flow growth (-13.3%, negative) holds the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 112.3% and approximately 82.3% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership is only 0.84%, which materially reduces the ownership score.

Top 5 Institutional Investors

Kohlberg Kravis Roberts & Co LP 14.04%
FMR Inc 6.78%
BlackRock Inc 6.30%
Artisan Partners Limited Partnership 5.80%
Vanguard Capital Management, LLC 5.69%

Unit Economics (Per $1K Revenue)

★★★★★
HSIC generates approximately $291 of gross profit, $57 of operating income, and $43 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Soft margins explain the 2-star rating, with moderate cash conversion and soft capital efficiency.

Economic Dimensions

★★★★★
Effective Tax Rate: 23.12%

Quantitative Style Profile

★★★★★
HSIC has a liquid profile. Weak momentum is the primary drawback.

Style Classification

Quality Focused

Value-OrientedSmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 9.43B USD
Price to earnings Ratio 23.37
1Y Target Price 96.93
Price to earnings Ratio 23.37
1Y Target Price 96.93
Volume (30-day avg) 1.5M shares
Beta 0.86
52 Weeks Range 68.70 - 92.18
Updated Date 11/06/2026
52 Weeks Range 68.70 - 92.18
Updated Date 11/06/2026
Dividends yield (FY) -
Basic EPS (TTM) 3.65

How Company Makes Money

Business areaWhat it includesRetail investor read
DentalDental consumables, equipment, and integrated digital dentistry software.This is the core of the business, providing recurring revenue from essential supplies.
MedicalClinical products, lab diagnostics, and vaccines for office-based practices.Provides stable, volume-driven revenue from the broader healthcare provider market.
Geography (North America vs. International)Sales across US/Canada and diverse international markets including Europe and Australia.International exposure provides geographic diversification but introduces currency fluctuation risks.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2026-11-03
When Before Market
Estimate 1.34
Actual 1.56

Profitability

Profit Margin 3.07%
Operating Margin (TTM) 6.19%

Management Effectiveness

Return on Assets (TTM) 4.31%
Return on Equity (TTM) 9.2%

Valuation

Trailing PE 23.37
Forward PE 14.95
Enterprise Value 13.46B
Price to Sales(TTM) 0.69
Enterprise Value 13.46B
Price to Sales(TTM) 0.69
Enterprise Value to Revenue 0.98
Enterprise Value to EBITDA 12.87
Shares Outstanding 110.54M
Shares Floating 90.96M
Shares Outstanding 110.54M
Shares Floating 90.96M
Percent Insiders 0.84
Percent Institutions 112.28

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon 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)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon 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)

Information icon 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)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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