Henry Schein Intrinsic Stock Value – Henry Schein Reports Third Quarter FY2023 Earnings on November 13, 2023

December 12, 2023

🌥️Earnings Overview

On November 13 2023, HENRY SCHEIN ($NASDAQ:HSIC) reported their earnings report for the third quarter of FY2023, which concluded on September 30 2023. Their total revenue for the quarter amounted to USD 3162.0 million, demonstrating a 3.1% increase over the same period in the previous year. Though their net income for the quarter was USD 137.0 million, it still represented an 8.7% decrease from the previous year.

Stock Price

On Monday, following the announcement, stock prices of HENRY SCHEIN opened at $64.9 and closed at $67.5, representing a 5.4% increase from the prior closing price of $64.1. Overall, the strong third quarter results drove the stock prices up and the company is expected to continue to perform well in the coming quarters. Live Quote…

About the Company

  • Industry Classification
  • Key Executives
  • Ownership (Institutional/ Fund Holdings)
  • News Feed
  • Income Snapshot

    Below shows the total revenue, net income and net margin for Henry Schein. More…

    Total Revenues Net Income Net Margin
    12.69k 445 4.6%
  • Income Statement Reports (Yearly/ Quarterly/ LTM)
  • Income Supplement
  • Growth Performance
  • Cash Flow Snapshot

    Below shows the cash from operations, investing and financing for Henry Schein. More…

    Operations Investing Financing
    653 -276 -315
  • Cash Flow Statement (Yearly/ Quarterly/ LTM)
  • Cash Flow Supplement
  • Balance Sheet Snapshot

    Below shows the total assets, liabilities and book value per share for Henry Schein. More…

    Total Assets Total Liabilities Book Value Per Share
    9.15k 4.14k 27.26
  • Balance Sheet (Yearly/ Quarterly)
  • Balance Sheet Supplement
  • Key Ratios Snapshot

    Some of the financial key ratios for Henry Schein are shown below. More…

    3Y Rev Growth 3Y Operating Profit Growth Operating Margin
    9.7% 12.8% 5.2%
    FCF Margin ROE ROA
    4.2% 11.7% 4.6%
  • Income Statement Ratios
  • Balance Sheet Ratios
  • Cash Flow Ratios
  • Valuation Ratios
  • Other Ratios
  • Other Supplementary Items
  • Analysis – Henry Schein Intrinsic Stock Value

    At GoodWhale, we have conducted a thorough analysis of HENRY SCHEIN‘s fundamentals. Our proprietary Valuation Line has determined that the intrinsic value of HENRY SCHEIN’s share is approximately $82.1. Currently, the stock is traded at $67.5, which is a fair price but is undervalued by 17.8%. This makes it an attractive investment opportunity for investors seeking to take advantage of the discount. We recommend that investors consider buying HENRY SCHEIN’s stock at the current market price. More…

  • Star Chart Analysis
  • Valuation Analysis




  • Peers

    Henry Schein Inc is one of the largest companies in the dental supplies industry.

    However, it faces stiff competition from Healthlead PCL, Patterson Companies Inc, and Alfresa Holdings Corp. All four companies are large, international players in the dental supplies industry.

    – Healthlead PCL ($SET:HL)

    LeadPCL is a Thailand-based company engaged in the manufacture and sale of lead products. The Company offers lead ingots, lead sheets, lead pipes, lead wires, lead oxides and other lead products. It also provides lead recycling services. The Company’s products are used in a range of applications, including in the automotive, electronics, construction and medical industries.

    – Patterson Companies Inc ($NASDAQ:PDCO)

    Patterson Companies Inc is a leading provider of animal health and dental products and services. The company has a market cap of 2.61B as of 2022 and a return on equity of 16.53%. Patterson Companies Inc operates in the United States, Canada, and Europe. The company’s products and services include veterinary supplies, dental supplies, and diagnostic imaging. Patterson Companies Inc is headquartered in Minneapolis, Minnesota.

    – Alfresa Holdings Corp ($TSE:2784)

    Alfresa Holdings Corp is a Japanese pharmaceutical and medical equipment company with a market cap of 280.99B as of 2022. The company has a Return on Equity of 6.23%. Alfresa Holdings Corp is engaged in the research, development, manufacture, and sale of pharmaceuticals and medical equipment. The company’s products include drugs for the treatment of cancer, infectious diseases, and cardiovascular diseases; and medical devices for use in surgery, diagnosis, and treatment.

    Summary

    Henry Schein, Inc. reported their earnings for the third quarter of Fiscal Year 2023 ending on September 30th and showed an increase in total revenue of 3.1%. Unfortunately, their net income decreased 8.7%. The stock price moved up the same day. Investors should keep a close eye on Henry Schein and consider whether this quarter’s report is an indication of a long-term trend.

    Those interested in investing in the company should consider their financial records and performance, as well as the competitive market. Ultimately, investors should consider the risks and rewards prior to investing in Henry Schein.

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