Cardinal Health Inc (CAH)vsHenry Schein Inc (HSIC)
CAH
Cardinal Health Inc
$207.83
-1.47%
HEALTHCARE · Cap: $48.91B
HSIC
Henry Schein Inc
$72.29
-0.54%
HEALTHCARE · Cap: $8.51B
Smart Verdict
WallStSmart Research — data-driven comparison
Cardinal Health Inc generates 1756% more annual revenue ($244.67B vs $13.18B). CAH leads profitability with a 68.0% profit margin vs 3.0%. CAH appears more attractively valued with a PEG of 1.36. HSIC earns a higher WallStSmart Score of 56/100 (C).
CAH
Buy53
out of 100
Grade: C-
HSIC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.6%
Fair Value
$259.58
Current Price
$207.83
$51.75 discount
Margin of Safety
+12.5%
Fair Value
$93.39
Current Price
$72.29
$21.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 68 of every $100 in revenue as profit
Strong operational efficiency at 123.0%
Safe zone — low bankruptcy risk
18.8% revenue growth
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
3.0% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : CAH
The strongest argument for CAH centers on Profit Margin, Operating Margin, Altman Z-Score. Profitability is solid with margins at 68.0% and operating margin at 123.0%. Revenue growth of 18.8% demonstrates continued momentum.
Bull Case : HSIC
The strongest argument for HSIC centers on Price/Book.
Bear Case : CAH
The primary concerns for CAH are P/E Ratio, Return on Equity.
Bear Case : HSIC
The primary concerns for HSIC are PEG Ratio, Profit Margin, Debt/Equity. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
CAH profiles as a growth stock while HSIC is a value play — different risk/reward profiles.
HSIC carries more volatility with a beta of 0.85 — expect wider price swings.
CAH is growing revenue faster at 18.8% — sustainability is the question.
CAH generates stronger free cash flow (555M), providing more financial flexibility.
Bottom Line
HSIC scores higher overall (56/100 vs 53/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Cardinal Health Inc
HEALTHCARE · MEDICAL DISTRIBUTION · USA
Cardinal Health, Inc. is an American multinational health care services company.
Visit Website →Henry Schein Inc
HEALTHCARE · MEDICAL DISTRIBUTION · USA
Henry Schein, Inc. is an American distributor of health care products and services with a presence in 32 countries.
Visit Website →Compare with Other MEDICAL DISTRIBUTION Stocks
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