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PDCO vs. HSIC
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Performance

PDCO vs. HSIC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Patterson Companies, Inc. (PDCO) and Henry Schein, Inc. (HSIC). The values are adjusted to include any dividend payments, if applicable.

-20.00%-15.00%-10.00%-5.00%0.00%5.00%JuneJulyAugustSeptemberOctoberNovember
-15.25%
0.57%
PDCO
HSIC

Returns By Period

In the year-to-date period, PDCO achieves a -23.43% return, which is significantly lower than HSIC's -2.40% return. Over the past 10 years, PDCO has underperformed HSIC with an annualized return of -4.42%, while HSIC has yielded a comparatively higher 3.60% annualized return.


PDCO

YTD

-23.43%

1M

-2.06%

6M

-15.25%

1Y

-31.97%

5Y (annualized)

6.19%

10Y (annualized)

-4.42%

HSIC

YTD

-2.40%

1M

2.07%

6M

0.57%

1Y

7.48%

5Y (annualized)

1.58%

10Y (annualized)

3.60%

Fundamentals


PDCOHSIC
Market Cap$1.83B$9.21B
EPS$1.81$2.62
PE Ratio11.4728.20
PEG Ratio2.101.58
Total Revenue (TTM)$4.88B$12.50B
Gross Profit (TTM)$1.03B$3.70B
EBITDA (TTM)$261.86M$853.00M

Key characteristics


PDCOHSIC
Sharpe Ratio-0.890.29
Sortino Ratio-1.110.61
Omega Ratio0.831.07
Calmar Ratio-0.690.24
Martin Ratio-1.430.67
Ulcer Index22.61%11.11%
Daily Std Dev36.23%25.60%
Max Drawdown-70.34%-78.48%
Current Drawdown-43.14%-19.65%

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Correlation

-0.50.00.51.00.5

The correlation between PDCO and HSIC is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Risk-Adjusted Performance

PDCO vs. HSIC - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Patterson Companies, Inc. (PDCO) and Henry Schein, Inc. (HSIC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Sharpe ratio
The chart of Sharpe ratio for PDCO, currently valued at -0.89, compared to the broader market-4.00-2.000.002.004.00-0.890.29
The chart of Sortino ratio for PDCO, currently valued at -1.11, compared to the broader market-4.00-2.000.002.004.00-1.110.61
The chart of Omega ratio for PDCO, currently valued at 0.83, compared to the broader market0.501.001.502.000.831.07
The chart of Calmar ratio for PDCO, currently valued at -0.69, compared to the broader market0.002.004.006.00-0.690.24
The chart of Martin ratio for PDCO, currently valued at -1.43, compared to the broader market-10.000.0010.0020.0030.00-1.430.67
PDCO
HSIC

The current PDCO Sharpe Ratio is -0.89, which is lower than the HSIC Sharpe Ratio of 0.29. The chart below compares the historical Sharpe Ratios of PDCO and HSIC, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Rolling 12-month Sharpe Ratio-1.00-0.500.000.50JuneJulyAugustSeptemberOctoberNovember
-0.89
0.29
PDCO
HSIC

Dividends

PDCO vs. HSIC - Dividend Comparison

PDCO's dividend yield for the trailing twelve months is around 4.98%, while HSIC has not paid dividends to shareholders.


TTM20232022202120202019201820172016201520142013
PDCO
Patterson Companies, Inc.
4.98%3.66%3.71%3.54%3.51%5.08%5.29%2.82%2.29%1.90%1.58%1.17%
HSIC
Henry Schein, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

PDCO vs. HSIC - Drawdown Comparison

The maximum PDCO drawdown since its inception was -70.34%, smaller than the maximum HSIC drawdown of -78.48%. Use the drawdown chart below to compare losses from any high point for PDCO and HSIC. For additional features, visit the drawdowns tool.


-45.00%-40.00%-35.00%-30.00%-25.00%-20.00%JuneJulyAugustSeptemberOctoberNovember
-43.14%
-19.65%
PDCO
HSIC

Volatility

PDCO vs. HSIC - Volatility Comparison

Patterson Companies, Inc. (PDCO) and Henry Schein, Inc. (HSIC) have volatilities of 10.53% and 10.96%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%14.00%16.00%JuneJulyAugustSeptemberOctoberNovember
10.53%
10.96%
PDCO
HSIC

Financials

PDCO vs. HSIC - Financials Comparison

This section allows you to compare key financial metrics between Patterson Companies, Inc. and Henry Schein, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items