Added to YB: 2025-10-08
Pitch date: 2025-10-06
HSIC [bullish]
Henry Schein, Inc.
+16.76%
current return
Author Info
No bio for this author
Company Info
Henry Schein, Inc. provides health care products and services to office-based dental and medical practitioners, and alternate sites of care worldwide.
Market Cap
$8.3B
Pitch Price
$66.28
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.35
P/E
22.28
EV/Sales
1.02
Sector
Health Care Providers and Services
Category
turnaround
Investment ideas with potential for solid upside to 2026–27 numbers: Henry Schein, Inc.
HSIC: Largest US dental distributor at ~13x EPS, left for dead amid anemic end market growth & margin disappointments. New CEO announcement pending as catalyst. Growth opportunities from increased private label penetration, cost cuts, AI-driven dental software. Can hit consensus EPS via share repos alone. $7+ EPS in 2-3yrs = <10x multiple.
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