HSIC Henry Schein
too hard · 56
Owner-earnings value$72.25
Price$86.77
Margin of safety
-16.7%
Quality gate · 56/100
⚠ sub-hurdle returns (median roic 8% < 9%)
Median ROIC8.2%
Gross margin31.3%
Net debt / EBITDA3.2x
FCF conversion113%
Share count / yr-4.2%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 513.00M |
| Owner-earnings yield | 5.2% |
| Free-cash-flow yield | 5.2% |
| Growth used (normalized) | 1.4% |
| Market-implied growth (reverse DCF) | 5.8% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.0% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 520.16M | 1.4% | 477.21M |
| 2 | 528.35M | 1.6% | 444.70M |
| 3 | 537.61M | 1.8% | 415.13M |
| 4 | 547.98M | 1.9% | 388.21M |
| 5 | 559.54M | 2.1% | 363.66M |
| 6 | 572.34M | 2.3% | 341.27M |
| 7 | 586.45M | 2.5% | 320.81M |
| 8 | 601.95M | 2.6% | 302.10M |
| 9 | 618.93M | 2.8% | 284.97M |
| 10 | 637.50M | 3.0% | 269.29M |
Recent news
score · 8 articles
- What Makes Henry Schein (HSIC) a New Buy Stock
- HSIC or SAUHY: Which Is the Better Value Stock Right Now?
- Henry Schein (HSIC) is an Incredible Growth Stock: 3 Reasons Why
- Why Is Henry Schein (HSIC) Up 0.9% Since Last Earnings Report?
- Is Henry Schein (HSIC) Stock Undervalued Right Now?
- Henry Schein (HSIC) Looks Modestly Undervalued, Is More Upside Still Available?
- Growth Trajectory and Attractive Valuations Support Henry Schein’s (HSIC) Bullish Thesis
- HSIC vs. SAUHY: Which Stock Is the Better Value Option?
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~6%/yr owner-earnings growth over 10y (reverse DCF); model credits 1%.