Is Henry Schein Stock a Good Investment?
Henry Schein Investment Advice | HSIC |
- Examine Henry Schein's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Henry Schein's leadership team and their track record. Good management can help Henry Schein navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Health Care Providers & Services space and any emerging trends that could impact Henry Schein's business and its evolving consumer preferences.
- Compare Henry Schein's performance and market position to its competitors. Analyze how Henry Schein is positioned in terms of product offerings, innovation, and market share.
- Check if Henry Schein pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Henry Schein's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Henry Schein stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Henry Schein is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Undervalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Henry Schein Stock
Researching Henry Schein's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 99.0% of the company shares are owned by institutional investors. The book value of Henry Schein was currently reported as 27.64. The company has Price/Earnings To Growth (PEG) ratio of 1.58. Henry Schein had not issued any dividends in recent years. The entity had 1275:1000 split on the 8th of February 2019.
To determine if Henry Schein is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Henry Schein's research are outlined below:
| Henry Schein has a poor financial position based on the latest SEC disclosures | |
| Over 99.0% of the company shares are owned by institutional investors | |
| Latest headline from businesswire.com: Oral Health Pavilion Set for Center Stage at HLTH 2024 |
Henry Schein Quarterly Long Term Debt |
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Henry Schein uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Henry Schein. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Henry Schein's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 27th of February 2024 Upcoming Quarterly Report | View | |
| 14th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 27th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Henry Schein's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Henry Schein's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1999-05-03 | 1999-03-31 | 0.06 | 0.07 | 0.01 | 16 | ||
1997-11-03 | 1997-09-30 | 0.07 | 0.08 | 0.01 | 14 | ||
1996-08-05 | 1996-06-30 | 0.05 | 0.06 | 0.01 | 20 | ||
2009-05-04 | 2009-03-31 | 0.29 | 0.32 | 0.03 | 10 | ||
2003-11-04 | 2003-09-30 | 0.23 | 0.26 | 0.03 | 13 | ||
2006-11-02 | 2006-09-30 | 0.26 | 0.22 | -0.04 | 15 | ||
2002-11-05 | 2002-09-30 | 0.18 | 0.22 | 0.04 | 22 | ||
2020-08-04 | 2020-06-30 | -0.12 | -0.0758 | 0.0442 | 36 |
Know Henry Schein's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Henry Schein is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Henry Schein backward and forwards among themselves. Henry Schein's institutional investor refers to the entity that pools money to purchase Henry Schein's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 2.5 M | Perpetual Ltd | 2024-06-30 | 2.4 M | Fiduciary Management, Inc. Of Milwaukee | 2024-06-30 | 2.3 M | Southpoint Capital Advisors Lp | 2024-06-30 | 2 M | Mariner Value Strategies, Llc | 2024-06-30 | 1.9 M | Burgundy Asset Management Ltd | 2024-06-30 | 1.6 M | Dimensional Fund Advisors, Inc. | 2024-06-30 | 1.6 M | Lazard Asset Management Llc | 2024-06-30 | 1.6 M | Norges Bank | 2024-06-30 | 1.4 M | Vanguard Group Inc | 2024-06-30 | 15.2 M | Blackrock Inc | 2024-06-30 | 9.5 M |
Henry Schein's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 8.96 B.Market Cap |
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Henry Schein's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.09 | 0.07 | |
| Return On Capital Employed | 0.11 | 0.10 | |
| Return On Assets | 0.06 | 0.04 | |
| Return On Equity | 0.14 | 0.09 |
Determining Henry Schein's profitability involves analyzing its financial statements and using various financial metrics to determine if Henry Schein is a good buy. For example, gross profit margin measures Henry Schein's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Henry Schein's profitability and make more informed investment decisions.
Henry Schein's Earnings Breakdown by Geography
Please note, the presentation of Henry Schein's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Henry Schein's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Henry Schein's management manipulating its earnings.
Evaluate Henry Schein's management efficiency
Henry Schein has return on total asset (ROA) of 0.0389 % which means that it generated a profit of $0.0389 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.0725 %, meaning that it created $0.0725 on every $100 dollars invested by stockholders. Henry Schein's management efficiency ratios could be used to measure how well Henry Schein manages its routine affairs as well as how well it operates its assets and liabilities. As of September 25, 2024, Return On Tangible Assets is expected to decline to 0.07. In addition to that, Return On Capital Employed is expected to decline to 0.10. At present, Henry Schein's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 219.4 M, whereas Total Current Assets are forecasted to decline to about 2.4 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 30.90 | 32.44 | |
| Tangible Book Value Per Share | 7.88 | 8.27 | |
| Enterprise Value Over EBITDA | 9.95 | 10.45 | |
| Price Book Value Ratio | 3.63 | 3.45 | |
| Enterprise Value Multiple | 9.95 | 10.45 | |
| Price Fair Value | 3.63 | 3.45 | |
| Enterprise Value | 11 B | 11.6 B |
The analysis of Henry Schein's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Henry Schein's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Henry Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Beta 0.861 |
Basic technical analysis of Henry Stock
As of the 25th of September, Henry Schein retains the Risk Adjusted Performance of 0.0458, downside deviation of 2.04, and Market Risk Adjusted Performance of 0.1176. Henry Schein technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.Henry Schein's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Henry Schein insiders, such as employees or executives, is commonly permitted as long as it does not rely on Henry Schein's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Henry Schein insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Henry Schein's Outstanding Corporate Bonds
Henry Schein issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Henry Schein uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Henry bonds can be classified according to their maturity, which is the date when Henry Schein has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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| International Game Technology Corp BondUS460599AD57 | View |
Understand Henry Schein's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Henry Schein's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0458 | |||
| Market Risk Adjusted Performance | 0.1176 | |||
| Mean Deviation | 1.33 | |||
| Semi Deviation | 1.83 | |||
| Downside Deviation | 2.04 | |||
| Coefficient Of Variation | 2008.11 | |||
| Standard Deviation | 1.87 | |||
| Variance | 3.48 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 3.0E-4 | |||
| Total Risk Alpha | (0.17) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.1076 | |||
| Maximum Drawdown | 13.48 | |||
| Value At Risk | (2.33) | |||
| Potential Upside | 2.89 | |||
| Downside Variance | 4.17 | |||
| Semi Variance | 3.34 | |||
| Expected Short fall | (1.30) | |||
| Skewness | (0.83) | |||
| Kurtosis | 5.16 |
| Risk Adjusted Performance | 0.0458 | |||
| Market Risk Adjusted Performance | 0.1176 | |||
| Mean Deviation | 1.33 | |||
| Semi Deviation | 1.83 | |||
| Downside Deviation | 2.04 | |||
| Coefficient Of Variation | 2008.11 | |||
| Standard Deviation | 1.87 | |||
| Variance | 3.48 | |||
| Information Ratio | (0.01) | |||
| Jensen Alpha | 3.0E-4 | |||
| Total Risk Alpha | (0.17) | |||
| Sortino Ratio | (0.01) | |||
| Treynor Ratio | 0.1076 | |||
| Maximum Drawdown | 13.48 | |||
| Value At Risk | (2.33) | |||
| Potential Upside | 2.89 | |||
| Downside Variance | 4.17 | |||
| Semi Variance | 3.34 | |||
| Expected Short fall | (1.30) | |||
| Skewness | (0.83) | |||
| Kurtosis | 5.16 |
Consider Henry Schein's intraday indicators
Henry Schein intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Henry Schein stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Accumulation Distribution | 18038.51 | |||
| Daily Balance Of Power | (0.54) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 71.37 | |||
| Day Typical Price | 71.14 | |||
| Price Action Indicator | (1.13) | |||
| Period Momentum Indicator | (0.93) |
Henry Schein Corporate Filings
| 18th of September 2024 Other Reports | ViewVerify | |
F4 | 9th of September 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 6th of August 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 21st of June 2024 Other Reports | ViewVerify |
Henry Stock media impact
Far too much social signal, news, headlines, and media speculation about Henry Schein that are available to investors today. That information is available publicly through Henry media outlets and privately through word of mouth or via Henry internal channels. However, regardless of the origin, that massive amount of Henry data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Henry Schein news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Henry Schein relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Henry Schein's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Henry Schein alpha.
Henry Schein Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Henry Schein can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Henry Schein Historical Investor Sentiment
Investor biases related to Henry Schein's public news can be used to forecast risks associated with an investment in Henry. The trend in average sentiment can be used to explain how an investor holding Henry can time the market purely based on public headlines and social activities around Henry Schein. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Henry Schein's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Henry Schein and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Henry Schein news discussions. The higher the estimate score, the more favorable the investor's outlook on Henry Schein.
Henry Schein Maximum Pain Price across 2024-10-18 Option Contracts
Henry Schein's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Henry Schein close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Henry Schein's options.
Henry Schein Corporate Executives
Elected by the shareholders, the Henry Schein's board of directors comprises two types of representatives: Henry Schein inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Henry. The board's role is to monitor Henry Schein's management team and ensure that shareholders' interests are well served. Henry Schein's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Henry Schein's outside directors are responsible for providing unbiased perspectives on the board's policies.
| Ronald South | Senior CFO | Profile |
Additional Information and Resources on Investing in Henry Stock
When determining whether Henry Schein offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Henry Schein's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Henry Schein Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Henry Schein Stock:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Henry Schein. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. For information on how to trade Henry Stock refer to our How to Trade Henry Stock guide.You can also try the Instant Ratings module to determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Health Care Providers & Services space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Henry Schein. If investors know Henry will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Henry Schein listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.24) | Earnings Share 2.71 | Revenue Per Share 96.666 | Quarterly Revenue Growth 0.012 | Return On Assets 0.0389 |
The market value of Henry Schein is measured differently than its book value, which is the value of Henry that is recorded on the company's balance sheet. Investors also form their own opinion of Henry Schein's value that differs from its market value or its book value, called intrinsic value, which is Henry Schein's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Henry Schein's market value can be influenced by many factors that don't directly affect Henry Schein's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Henry Schein's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Henry Schein is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Henry Schein's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.