Henry Schein Inc (HSIC)vsOshkosh Corporation (OSK)
HSIC
Henry Schein Inc
$74.02
-0.59%
HEALTHCARE · Cap: $8.51B
OSK
Oshkosh Corporation
$146.65
+1.23%
INDUSTRIALS · Cap: $8.88B
Smart Verdict
WallStSmart Research — data-driven comparison
Henry Schein Inc generates 26% more annual revenue ($13.18B vs $10.42B). OSK leads profitability with a 6.2% profit margin vs 3.0%. HSIC appears more attractively valued with a PEG of 1.60. HSIC earns a higher WallStSmart Score of 56/100 (C).
HSIC
Buy56
out of 100
Grade: C
OSK
Buy50
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+12.5%
Fair Value
$93.39
Current Price
$74.02
$19.37 discount
Margin of Safety
-156.4%
Fair Value
$68.07
Current Price
$146.65
$78.58 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
3.0% margin — thin
Elevated debt levels
3.5% revenue growth
6.2% margin — thin
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : HSIC
The strongest argument for HSIC centers on Price/Book.
Bull Case : OSK
The strongest argument for OSK centers on P/E Ratio, Price/Book.
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 : OSK
The primary concerns for OSK are Revenue Growth, Profit Margin, Piotroski F-Score.
Key Dynamics to Monitor
OSK carries more volatility with a beta of 1.35 — expect wider price swings.
HSIC is growing revenue faster at 7.7% — sustainability is the question.
OSK generates stronger free cash flow (526M), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HSIC scores higher overall (56/100 vs 50/100). 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 →Oshkosh Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Oshkosh Corporation designs, manufactures and markets specialty vehicles and bodies worldwide. The company is headquartered in Oshkosh, Wisconsin.
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