Henry Schein Inc (HSIC)vsMedtronic PLC (MDT)
HSIC
Henry Schein Inc
$74.25
+0.31%
HEALTHCARE · Cap: $8.71B
MDT
Medtronic PLC
$87.89
+1.51%
HEALTHCARE · Cap: $110.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Medtronic PLC generates 169% more annual revenue ($35.48B vs $13.18B). MDT leads profitability with a 13.0% profit margin vs 3.0%. MDT appears more attractively valued with a PEG of 1.50. MDT earns a higher WallStSmart Score of 56/100 (C).
HSIC
Buy56
out of 100
Grade: C
MDT
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.5%
Fair Value
$93.39
Current Price
$74.25
$19.14 discount
Margin of Safety
-255.7%
Fair Value
$24.34
Current Price
$87.89
$63.55 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 20.0%
Generating 2.3B in free cash flow
Areas to Watch
Expensive relative to growth rate
3.0% margin — thin
Elevated debt levels
Earnings declined 11.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : HSIC
The strongest argument for HSIC centers on Price/Book.
Bull Case : MDT
The strongest argument for MDT centers on Market Cap, Price/Book, Operating Margin.
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 : MDT
The primary concerns for MDT are EPS Growth.
Key Dynamics to Monitor
HSIC carries more volatility with a beta of 0.85 — expect wider price swings.
MDT is growing revenue faster at 8.7% — sustainability is the question.
MDT generates stronger free cash flow (2.3B), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HSIC scores higher overall (56/100 vs 56/100). 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.
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 →Medtronic PLC
HEALTHCARE · MEDICAL DEVICES · USA
Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.
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