Henry Schein Inc (HSIC)vsMcKesson Corporation (MCK)
HSIC
Henry Schein Inc
$74.37
+3.26%
HEALTHCARE · Cap: $8.48B
MCK
McKesson Corporation
$807.85
-0.76%
HEALTHCARE · Cap: $99.71B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 2918% more annual revenue ($397.96B vs $13.18B). HSIC leads profitability with a 3.0% profit margin vs 1.1%. MCK appears more attractively valued with a PEG of 0.99. MCK earns a higher WallStSmart Score of 62/100 (C+).
HSIC
Buy56
out of 100
Grade: C
MCK
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.8%
Fair Value
$225.85
Current Price
$74.37
$151.48 discount
Margin of Safety
+63.8%
Fair Value
$2632.66
Current Price
$807.85
$1824.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Growing faster than its price suggests
Earnings expanding 38.0% YoY
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
3.0% margin — thin
Elevated debt levels
ROE of 0.0% — below average capital efficiency
1.1% margin — thin
Operating margin of 1.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : HSIC
The strongest argument for HSIC centers on Price/Book.
Bull Case : MCK
The strongest argument for MCK centers on Debt/Equity, Altman Z-Score, Market Cap. Revenue growth of 11.4% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : HSIC
The primary concerns for HSIC are PEG Ratio, Profit Margin, Debt/Equity. Thin 3.0% margins leave little buffer for downturns.
Bear Case : MCK
The primary concerns for MCK are Return on Equity, Profit Margin, Operating Margin. Thin 1.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
HSIC carries more volatility with a beta of 0.88 — expect wider price swings.
MCK is growing revenue faster at 11.4% — sustainability is the question.
MCK generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MCK scores higher overall (62/100 vs 56/100) and 11.4% revenue growth. HSIC offers better value entry with a 63.8% margin of safety. 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.
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 →McKesson Corporation
HEALTHCARE · MEDICAL DISTRIBUTION · USA
McKesson Corporation is an American company distributing pharmaceuticals and providing health information technology, medical supplies, and care management tools.
Visit Website →Compare with Other MEDICAL DISTRIBUTION Stocks
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