Henry Schein Inc (HSIC)vsThermo Fisher Scientific Inc (TMO)
HSIC
Henry Schein Inc
$74.25
+0.31%
HEALTHCARE · Cap: $8.71B
TMO
Thermo Fisher Scientific Inc
$490.77
+0.10%
HEALTHCARE · Cap: $182.14B
Smart Verdict
WallStSmart Research — data-driven comparison
Thermo Fisher Scientific Inc generates 238% more annual revenue ($44.56B vs $13.18B). TMO leads profitability with a 15.0% profit margin vs 3.0%. HSIC appears more attractively valued with a PEG of 1.60. TMO earns a higher WallStSmart Score of 59/100 (C).
HSIC
Buy56
out of 100
Grade: C
TMO
Buy59
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
-27.5%
Fair Value
$384.82
Current Price
$490.77
$105.95 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Large-cap with strong market position
Strong operational efficiency at 21.2%
Generating 3.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
3.0% margin — thin
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HSIC
The strongest argument for HSIC centers on Price/Book.
Bull Case : TMO
The strongest argument for TMO centers on Market Cap, Operating Margin, Free Cash Flow.
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 : TMO
The primary concerns for TMO are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
TMO carries more volatility with a beta of 0.97 — expect wider price swings.
HSIC is growing revenue faster at 7.7% — sustainability is the question.
TMO generates stronger free cash flow (3.0B), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TMO scores higher overall (59/100 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 →Thermo Fisher Scientific Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Thermo Fisher Scientific is an American provisioner of scientific instrumentation, reagents and consumables, and software and services to healthcare, life science, and other laboratories in academia, government, and industry (including in the biotechnology and pharmaceutical sectors). Based in Waltham, Massachusetts, Thermo Fisher was created in 2006 by the merger of Thermo Electron and Fisher Scientific, to form a company with US$ 9 billion in combined revenues.
Visit Website →Compare with Other MEDICAL DISTRIBUTION Stocks
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