Henry Schein Inc (HSIC)vsMcKesson Corporation (MCK)
HSIC
Henry Schein Inc
$77.45
+1.51%
HEALTHCARE · Cap: $9.26B
MCK
McKesson Corporation
$775.66
+2.47%
HEALTHCARE · Cap: $91.29B
Smart Verdict
WallStSmart Research — data-driven comparison
McKesson Corporation generates 2914% more annual revenue ($403.43B vs $13.38B). HSIC leads profitability with a 3.0% profit margin vs 1.2%. MCK appears more attractively valued with a PEG of 1.52. MCK earns a higher WallStSmart Score of 53/100 (C-).
HSIC
Buy52
out of 100
Grade: C-
MCK
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.8%
Fair Value
$153.40
Current Price
$77.45
$75.95 discount
Margin of Safety
-65.2%
Fair Value
$576.90
Current Price
$775.66
$198.76 premium
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
Earnings expanding 37.2% YoY
Generating 3.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
4.5% earnings growth
3.0% margin — thin
Elevated debt levels
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
1.2% margin — thin
Operating margin of 2.2%
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.
Bear Case : HSIC
The primary concerns for HSIC are PEG Ratio, EPS Growth, Profit Margin. Thin 3.0% margins leave little buffer for downturns.
Bear Case : MCK
The primary concerns for MCK are PEG Ratio, Return on Equity, Profit Margin. Thin 1.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
HSIC carries more volatility with a beta of 0.82 — expect wider price swings.
HSIC is growing revenue faster at 6.3% — sustainability is the question.
MCK generates stronger free cash flow (3.3B), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MCK scores higher overall (53/100 vs 52/100). HSIC offers better value entry with a 46.8% 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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