Professional
Added to YB: 2026-01-15
Pitch date: 2026-01-13
HSIC [bullish]
Henry Schein, Inc.
+0.57%
current return
Author Info
Upslope Capital is an alternative investment management firm based in Colorado. They manage a global long/short public equity investment strategy. Follow on Twitter/X.
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
$9.0B
Pitch Price
$75.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
11.91
P/E
24.03
EV/Sales
1.07
Sector
Health Care Providers and Services
Category
special_situation
Upslope Capital Management New Position: Henry Schein, Inc.
HSIC (new position): Leading dental distributor w/ 25-40% market share globally. KKR took 15% stake in Jan 2025, driving cost controls & growth in higher-margin segments (Specialty Products, Technology). Trades 15x 2026 consensus earnings vs 12-25x historical range. Defensive model w/ KKR optionality (improvement or take-private). Risks: KKR uncertainty, CEO transition, market consolidation.
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