Henry Schein Inc (HSIC)vsTrip.com Group Ltd ADR (TCOM)
HSIC
Henry Schein Inc
$74.25
+0.31%
HEALTHCARE · Cap: $8.71B
TCOM
Trip.com Group Ltd ADR
$51.34
+0.31%
CONSUMER CYCLICAL · Cap: $33.45B
Smart Verdict
WallStSmart Research — data-driven comparison
Trip.com Group Ltd ADR generates 373% more annual revenue ($62.41B vs $13.18B). TCOM leads profitability with a 53.3% profit margin vs 3.0%. HSIC appears more attractively valued with a PEG of 1.60. TCOM earns a higher WallStSmart Score of 81/100 (A-).
HSIC
Buy56
out of 100
Grade: C
TCOM
Exceptional Buy81
out of 100
Grade: A-
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
+82.1%
Fair Value
$323.86
Current Price
$51.34
$272.52 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
Keeps 53 of every $100 in revenue as profit
Earnings expanding 97.8% YoY
Every $100 of equity generates 21 in profit
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
3.0% margin — thin
Elevated debt levels
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : HSIC
The strongest argument for HSIC centers on Price/Book.
Bull Case : TCOM
The strongest argument for TCOM centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 53.3% and operating margin at 16.5%. Revenue growth of 20.8% demonstrates continued momentum.
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 : TCOM
The primary concerns for TCOM are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
HSIC profiles as a value stock while TCOM is a growth play — different risk/reward profiles.
HSIC carries more volatility with a beta of 0.85 — expect wider price swings.
TCOM is growing revenue faster at 20.8% — sustainability is the question.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TCOM scores higher overall (81/100 vs 56/100), backed by strong 53.3% margins and 20.8% revenue growth. Both earn "Exceptional 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 →Trip.com Group Ltd ADR
CONSUMER CYCLICAL · TRAVEL SERVICES · China
Trip.com Group Limited is a travel service provider for accommodation booking, transportation ticketing, destination and package tours, corporate travel management and other travel-related services in China and internationally. The company is headquartered in Shanghai, the People's Republic of China.
Visit Website →Compare with Other MEDICAL DISTRIBUTION Stocks
Want to dig deeper into these stocks?