PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Henry Schein, Inc. (HSIC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US8064071025

CUSIP

806407102

Sector

Healthcare

IPO Date

Nov 3, 1995

Highlights

Market Cap

$9.12B

EPS (TTM)

$2.44

PE Ratio

29.99

PEG Ratio

1.68

Total Revenue (TTM)

$12.50B

Gross Profit (TTM)

$3.77B

EBITDA (TTM)

$853.00M

Year Range

$63.67 - $82.63

Target Price

$74.83

Short %

5.95%

Short Ratio

3.21

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
HSIC vs. PDCO HSIC vs. OMI HSIC vs. XLU HSIC vs. XLI HSIC vs. CAH HSIC vs. TSLA HSIC vs. AAPL HSIC vs. SPY HSIC vs. HRL
Popular comparisons:
HSIC vs. PDCO HSIC vs. OMI HSIC vs. XLU HSIC vs. XLI HSIC vs. CAH HSIC vs. TSLA HSIC vs. AAPL HSIC vs. SPY HSIC vs. HRL

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Henry Schein, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


800.00%1,000.00%1,200.00%1,400.00%1,600.00%JulyAugustSeptemberOctoberNovemberDecember
1,466.00%
904.26%
HSIC (Henry Schein, Inc.)
Benchmark (^GSPC)

Returns By Period

Henry Schein, Inc. had a return of -7.78% year-to-date (YTD) and -6.89% in the last 12 months. Over the past 10 years, Henry Schein, Inc. had an annualized return of 2.61%, while the S&P 500 had an annualized return of 11.06%, indicating that Henry Schein, Inc. did not perform as well as the benchmark.


HSIC

YTD

-7.78%

1M

-5.30%

6M

3.81%

1Y

-6.89%

5Y*

0.93%

10Y*

2.61%

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of HSIC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-1.15%2.18%-1.24%-8.26%0.09%-7.56%12.23%-1.93%3.33%-3.66%9.71%-7.78%
20237.86%-9.10%4.12%-0.90%-8.55%9.74%-2.85%-2.86%-2.99%-12.48%2.69%13.46%-5.21%
2022-2.88%14.71%0.94%-6.98%5.60%-10.39%2.72%-6.88%-10.41%4.09%18.20%-1.30%3.02%
2021-1.51%-6.07%11.95%4.71%4.88%-2.43%8.03%-5.69%0.75%0.25%-6.93%9.10%15.96%
20203.33%-11.60%-17.10%8.00%11.29%-3.84%17.71%-3.33%-11.53%8.17%1.15%3.97%0.21%
2019-1.04%-2.64%1.37%6.57%0.62%8.44%-4.81%-7.39%3.05%-1.44%10.09%-3.16%8.39%
20188.30%-12.54%1.54%13.08%-8.95%4.97%9.32%-2.18%9.46%-2.39%7.47%-11.97%12.36%
20175.37%7.32%-0.93%2.25%5.85%-0.52%-0.44%-4.68%-5.59%-4.13%-9.10%-2.20%-7.88%
2016-4.27%9.25%4.34%-2.28%2.98%1.77%2.36%-9.50%-0.49%-8.45%-0.16%1.85%-4.10%
20151.41%1.43%-0.31%-1.80%3.33%0.32%4.12%-7.55%-2.99%14.31%3.14%1.09%16.19%
20140.55%3.61%0.28%-4.31%4.74%-0.83%-2.03%2.96%-2.69%3.06%14.30%-0.77%19.16%
20137.36%3.34%3.73%-2.32%6.52%-0.57%8.45%-2.68%2.69%8.35%1.40%0.23%42.08%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of HSIC is 37, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of HSIC is 3737
Overall Rank
The Sharpe Ratio Rank of HSIC is 3939
Sharpe Ratio Rank
The Sortino Ratio Rank of HSIC is 3232
Sortino Ratio Rank
The Omega Ratio Rank of HSIC is 3232
Omega Ratio Rank
The Calmar Ratio Rank of HSIC is 4040
Calmar Ratio Rank
The Martin Ratio Rank of HSIC is 4141
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Henry Schein, Inc. (HSIC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for HSIC, currently valued at -0.19, compared to the broader market-4.00-2.000.002.00-0.192.10
The chart of Sortino ratio for HSIC, currently valued at -0.09, compared to the broader market-4.00-2.000.002.004.00-0.092.80
The chart of Omega ratio for HSIC, currently valued at 0.99, compared to the broader market0.501.001.502.000.991.39
The chart of Calmar ratio for HSIC, currently valued at -0.16, compared to the broader market0.002.004.006.00-0.163.09
The chart of Martin ratio for HSIC, currently valued at -0.43, compared to the broader market-5.000.005.0010.0015.0020.0025.00-0.4313.49
HSIC
^GSPC

The current Henry Schein, Inc. Sharpe ratio is -0.19. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Henry Schein, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.19
2.10
HSIC (Henry Schein, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History


Henry Schein, Inc. doesn't pay dividends

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-24.08%
-2.62%
HSIC (Henry Schein, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Henry Schein, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Henry Schein, Inc. was 78.48%, occurring on Dec 23, 1999. Recovery took 662 trading sessions.

The current Henry Schein, Inc. drawdown is 24.08%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-78.48%Jul 21, 1998362Dec 23, 1999662Aug 15, 20021024
-47.78%Oct 11, 2007294Dec 9, 2008527Jan 12, 2011821
-43.53%Jun 12, 1996191Mar 13, 1997266Apr 2, 1998457
-41.42%Feb 20, 202023Mar 23, 2020204Jan 12, 2021227
-37.06%Oct 15, 200285Feb 14, 2003102Jul 14, 2003187

Volatility

Volatility Chart

The current Henry Schein, Inc. volatility is 8.37%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
8.37%
3.79%
HSIC (Henry Schein, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Henry Schein, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Henry Schein, Inc. compared to its peers in the Medical Distribution industry.


PE Ratio
10.020.030.040.050.030.0
The chart displays the price to earnings (P/E) ratio for HSIC in comparison to other companies of the Medical Distribution industry. Currently, HSIC has a PE value of 30.0. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
1.02.03.04.05.01.7
The chart displays the price to earnings to growth (PEG) ratio for HSIC in comparison to other companies of the Medical Distribution industry. Currently, HSIC has a PEG value of 1.7. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Henry Schein, Inc..


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab