Wholesale-Medical, Dental & Hospital Equipment & Supplies · SIC 5047

HENRY SCHEIN INC

HSIC

Watch

Latest revenue

$3.37B

as of 2026-03-28

Latest net income

$107.0M

as of 2026-03-28

Net margin

3.2%

as of 2026-03-28

8.5
of 10

ActaClear Score

Strong
#2 of 3 in Wholesale-Medical, Dental & Hospital Equipment & Supplies
+0.3 · 2d
Profitability·25%
6.7
Growth·15%
10.0
Value·20%
6.7
Quality·20%
10.0
Momentum·20%
10.0

Computed from 5 years of SEC fundamentals + latest market data, ranked within Wholesale-Medical, Dental & Hospital Equipment & Supplies (3 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

1.46
Price / FV

Fair value · DCF

Deeply overvalued
~31% downside at this growth
5.4% / yr
-5%30%
Terminal growthWACC 8.7% · 10y forecast
Current price
$77.43
DCF fair value
$53.13
FCF base (last FY)
$398.00M
Net debt
$2.15B

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

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Price · 5Y

-0.4% / yr 20.1 pts / yr vs S&P 500 1.8% total
Compare:

Live market

delayed ≤15 min
$77.43
1.48%
Market cap
$8.82B
Enterprise value
$12.09B
P/E (trailing)
22.2×
Forward P/E
P/B
2.70×
Dividend yield
0.0%
52-wk high
$89.29
52-wk low
$61.95
Beta
Shares out
113.9M

5-year trend

What this company does

AI

Business General Henry Schein, Inc. is a solutions company for health care professionals powered by a network of people and technology. We believe we are the world’s largest provider of health care products and services primarily to office- based dental and medical practitioners, as well as alternate sites of care. Our philosophy is grounded in our commitment to serve as trusted advisors and help customers operate a more efficient and successful business so the practitioner can provide better clinical care. With 94 years of experience distributing health care products, we have built a vast base of small, mid-sized and large customers in the dental and medical markets, serving more than one…

AI summary unavailable — showing raw filing excerpt

Generated from HSIC's filing dated 2026-02-24

Key risks

AI

Our business operations could be affected by factors that are not presently known to us or that we currently consider not to be material to our operations, so you should not consider the risks disclosed in this section to necessarily represent a complete statement of all risks and uncertainties. The Company believes that the following risks could have a material adverse impact on our business, reputation, operating results, financial condition and/or the trading price of our common stock. The order in which these factors appear does not necessarily reflect their relative importance or priority. COMPANY RISKS We are dependent upon third parties for the manufacture/supply of a significant…

AI summary unavailable — showing raw filing excerpt

Generated from HSIC's filing dated 2026-02-24

Profitability

Gross margin

31.1%

1.7%

Operating margin

5.0%

1.1%

Net margin

3.0%

1.9%

Return on equity

12.3%

6.7%

Return on assets

3.5%

7.0%

Leverage

Debt / equity

2.46×

22.1%

Long-term debt / equity

0.71×

32.0%

Debt / assets

71.1%

6.4%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-28

$3.37B+6.3%$107.0M-2.7%3.2%

Q4 2025

2025-12-27

$3.44B+7.7%$101.0M+7.4%2.9%

Q3 2025

2025-09-27

$3.34B+5.2%$101.0M+2.0%3.0%

Q2 2025

2025-06-28

$3.24B+3.3%$86.0M-17.3%2.7%

Q1 2025

2025-03-29

$3.17B-0.1%$110.0M+18.3%3.5%

Q4 2024

2024-12-28

$3.19B$94.0M2.9%

Q3 2024

2024-09-28

$3.17B+0.4%$99.0M-27.7%3.1%

Q2 2024

2024-06-29

$3.14B+1.2%$104.0M-25.7%3.3%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Wholesale-Medical, Dental & Hospital Equipment & Supplies · SIC 5047

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Insider activity

Insider buying

$1.4M

Insider selling

$8.6M

Net activity

−$7.2M

Distinct insiders

6

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-11

William K Daniel

Director

Purchase10,000$69.19$691.9K
2026-03-19

Thomas C Popeck

CEO, Henry Schein Products

Sale1,355$72.79$98.6K
2026-03-10

Kurt P Kuehn

Director

Sale2,844$78.96$224.6K
2026-03-05

Philip A Laskawy

Director

Sale2,844$80.36$228.5K
2026-03-04

Mark E Mlotek

EVP, Chief Strategic Officer

Sale4,100$80.80$331.3K
2026-03-04

Mark E Mlotek

EVP, Chief Strategic Officer

Sale1,825$80.81$147.5K
2026-03-02

Stanley M Bergman

Chairman, CEO

Sale23,858$81.31$1.9M
2026-03-02

Stanley M Bergman

Chairman, CEO

Sale19,954$81.31$1.6M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns HSIC

Institutional value

$3.99B

Total shares held

56.9M

Distinct holders

380

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.7.0M$517.6MNew
2Artisan Partners Limited Partnership6.6M$484.4MNew
3VANGUARD CAPITAL MANAGEMENT LLC6.4M$473.4MNew
4Invesco Ltd.4.9M$360.1MNew
5JPMORGAN CHASE & CO4.6M$331.7MNew
6VANGUARD PORTFOLIO MANAGEMENT LLC4.2M$309.2MNew
7DIMENSIONAL FUND ADVISORS LP2.9M$211.7MNew
8BANK OF MONTREAL /CAN/2.0M$150.6MNew
9LYRICAL ASSET MANAGEMENT LP1.5M$113.8MNew
10Swedbank AB1.3M$96.6MNew
11UBS Group AG1.1M$77.8MNew
12PZENA INVESTMENT MANAGEMENT LLC887.6K$65.4MNew
13VANGUARD FIDUCIARY TRUST CO561.2K$41.4MNew
14Bank of New York Mellon Corp545.6K$40.2MNew
15STALEY CAPITAL ADVISERS INC450.7K$33.2MNew
16DEUTSCHE BANK AG\415.3K$30.6MNew
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC371.0K$27.3MNew
18Leith Wheeler Investment Counsel Ltd.355.3K$26.2MNew
19PRIVATE MANAGEMENT GROUP INC331.2K$24.4MNew
20Nuveen, LLC282.3K$20.8MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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