Henry Schein, Inc. (HSIC): A Bull Case Theory

We came across a bullish thesis on Henry Schein, Inc. on X.com by FullySynergized. In this article, we will summarize the bulls’ thesis on HSIC. Henry Schein, Inc.'s share was trading at $73.11 as of December 1st. HSIC’s trailing and forward P/E were 23.06 and 13.95 respectively according to Yahoo Finance.

Henry Schein, Inc. (HSIC) is the largest dental distributor in the U.S., yet its stock trades near depressed levels at roughly 13x EPS due to stagnant end-market growth and disappointing performance in both organic growth and margins. The company is now on the cusp of a potential catalyst with the imminent announcement of a new CEO, which could shift the narrative toward renewed growth. Investors are focusing on meaningful opportunities, including increased private-label penetration, cost optimization initiatives, and AI-driven growth through HSIC’s leading dental software business.

These levers, combined with the company’s ongoing share repurchase program, suggest that consensus EPS for the next year is attainable without requiring extraordinary performance. Looking ahead, the company has a clear path to drive EPS north of $7 within two to three years, implying that the stock could trade at under 10x earnings if execution aligns with expectations.

With its dominant market position, robust distribution network, and emerging growth initiatives, HSIC presents a compelling investment case for those seeking a combination of defensive industry exposure and upside potential. The stock is currently undervalued relative to both its earnings trajectory and the strategic opportunities poised to materialize under new leadership, offering investors a favorable risk/reward profile as the company navigates its next phase of growth.

Previously we covered a bullish thesis on Owens & Minor, Inc. (OMI) by Busy Investor Stock Reports in February 2025, which highlighted the company’s deep value, strong operating leverage, and potential growth through the Rotech acquisition. The company's stock price has depreciated approximately by 60.96% since our coverage. The thesis still stands as OMI’s valuation and leadership remain compelling. FullySynergized shares a similar perspective but emphasizes Henry Schein, Inc.’s (HSIC) growth catalysts from a new CEO, private-label expansion, cost optimization, and AI-driven software opportunities.

Henry Schein, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 48 hedge fund portfolios held HSIC at the end of the second quarter which was 50 in the previous quarter. While we acknowledge the potential of HSIC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None.