Henry Schein Stock Intrinsic Value – Henry Schein Reports Second Quarter Fiscal Year 2023 Earnings Results on August 7, 2023
August 11, 2023
🌥️Earnings Overview
On August 7, 2023, Henry Schein ($NASDAQ:HSIC) reported their earnings results for the second quarter of fiscal year 2023, ending June 30, 2023. Revenue was up 2.3%, totaling $3100.0 million, while reported net income decreased by 12.5%, amounting to $140.0 million.
Market Price
The stock opened at $79.2 and closed at $75.9, representing a 2.8% decrease from its last closing price of 78.1. HENRY SCHEIN’s CEO Stanley Bergman commented on the results with optimism, “Our second quarter financial results were strong, largely due to our strategic focus on diversifying our business and widening our customer base, as well as effective cost management. Our robust performance reflects our commitment to delivering meaningful value to our customers and shareholders.” The company expects to continue its growth trajectory going forward, with a focus on adding new capabilities and services that will support customer needs in a rapidly changing healthcare landscape. Live Quote…
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Henry Schein. More…
| Total Revenues | Net Income | Net Margin |
| 12.6k | 458 | 4.7% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Henry Schein. More…
| Operations | Investing | Financing |
| 653 | -557 | -61 |
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 |
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 |
| 10.7% | 13.8% | 5.4% |
| FCF Margin | ROE | ROA |
| 4.2% | 12.1% | 4.6% |
Analysis – Henry Schein Stock Intrinsic Value
At GoodWhale, we have been closely analyzing HENRY SCHEIN‘s financials, and we have come to the conclusion that the intrinsic value of their share is approximately $83.7. This number is calculated using our proprietary Valuation Line. It is worth noting that the stock is currently trading at a price of $75.9, making it a fair price that is undervalued by 9.3%. Therefore, this could potentially be a good time to consider investing in HENRY SCHEIN shares. More…
Peers
Henry Schein Inc is one of the largest companies in the dental supplies industry.
However, it faces stiff competition from Healthlead PCL, Patterson Companies Inc, and Alfresa Holdings Corp. All four companies are large, international players in the dental supplies industry.
– Healthlead PCL ($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 recently reported their second quarter earnings for fiscal year 2023, ending on June 30, 2023. Total revenue increased by 2.3% to USD 3100.0 million, however reported net income decreased by 12.5% to USD 140.0 million. For investors, this is a mixed signal and a sign that further analysis of the company’s performance is needed to assess the potential for future growth. Investors should consider factors such as long term growth prospects, competitive landscape, and financial stability when analyzing Henry Schein as a potential investment opportunity.
Related Posts
Recent Posts
