Henry Schein Inc (HSIC)vsSeaboard Corporation (SEB)
HSIC
Henry Schein Inc
$74.25
+0.31%
HEALTHCARE · Cap: $8.71B
SEB
Seaboard Corporation
$5,405.30
+3.78%
INDUSTRIALS · Cap: $3.85B
Smart Verdict
WallStSmart Research — data-driven comparison
Henry Schein Inc generates 34% more annual revenue ($13.18B vs $9.82B). SEB leads profitability with a 4.0% profit margin vs 3.0%. SEB appears more attractively valued with a PEG of 0.65. SEB earns a higher WallStSmart Score of 65/100 (B-).
HSIC
Buy56
out of 100
Grade: C
SEB
Strong Buy65
out of 100
Grade: B-
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
+71.0%
Fair Value
$19183.79
Current Price
$5405.30
$13778.49 discount
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
Earnings expanding 67.5% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
3.0% margin — thin
Elevated debt levels
4.0% margin — thin
Operating margin of 3.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : HSIC
The strongest argument for HSIC centers on Price/Book.
Bull Case : SEB
The strongest argument for SEB centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.65 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 : SEB
The primary concerns for SEB are Profit Margin, Operating Margin. Thin 4.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
HSIC carries more volatility with a beta of 0.85 — expect wider price swings.
SEB is growing revenue faster at 14.5% — sustainability is the question.
HSIC generates stronger free cash flow (338M), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SEB scores higher overall (65/100 vs 56/100) and 14.5% revenue growth. Both earn "Strong 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 →Seaboard Corporation
INDUSTRIALS · CONGLOMERATES · USA
Seaboard Corporation is a global agribusiness and transportation company. The company is headquartered in Merriam, Kansas.
Visit Website →Compare with Other MEDICAL DISTRIBUTION Stocks
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