HSIC
Henry Schein, Inc.
HSIC has lower modeled downside risk, despite its lower overall score.
OSCR
Oscar Health, Inc.
OSCR has the edge over HSIC overall, supported by stronger fundamentals and stronger valuation.
HSIC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Under pressure |
HSIC's profitability and cash flow are currently healthy, and its revenue is stable, but its balance sheet is under pressure.
OSCR Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Strong | |
| Strong |
OSCR's revenue, profitability, cash flow and balance sheet are all currently healthy.
HSIC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 15x | $86.14 | — |
| Cheap | 17x | $60.99 | -29% |
| Fair | 21x | $78.46 | -8.9% |
| Current | 24x | $86.14 | — |
| Expensive | 25x | $90.36 | +4.9% |
Historical ranges are pointers, not guarantees.
HSIC's PE is in its expensive range at 24x. If earnings grow as analysts expect, today's price would be 15x next year's earnings, in its cheap range.
OSCR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $31.94 | — |
| Current | 13x | $31.94 | — |
| Cheap | 21x | $52.73 | +65% |
| Fair | 35x | $87.23 | +173% |
| Expensive | 130x | $322 | +907% |
Historical ranges are pointers, not guarantees.
OSCR has the edge over HSIC in the historical PE scenario, which offers more potential upside but is not a forecast.
HSIC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for HSIC, with profitability holding steady.
OSCR Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
OSCR has the edge over HSIC on the outlook, with more favorable profitability expectations.
HSIC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $5.82 | +59% |
| Q3 2026 | $3.65 | +15% |
| Q2 2026 | $3.43 | +10% |
| Q1 2026 | $3.31 | +3.1% |
| Q4 2025 | $3.27 | +7.2% |
| Q3 2025 | $3.17 | +30% |
| Q2 2025 | $3.11 | +15% |
| Q1 2025 | $3.21 | +8.1% |
| Q4 2024 | $3.05 | -3.5% |
HSIC has the edge over OSCR on earnings, with more consistent year-over-year improvement.
OSCR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.61 | +5.6% |
| Q3 2026 | $2.47 | +$3.47 |
| Q2 2026 | $1.45 | +$2.14 |
| Q1 2026 | -$0.54 | -235% |
| Q4 2025 | -$1.69 | -1790% |
| Q3 2025 | -$1.00 | -$0.92 |
| Q2 2025 | -$0.69 | -$0.54 |
| Q1 2025 | $0.40 | +$0.82 |
| Q4 2024 | $0.10 | +$1.32 |
OSCR has returned to profit: it earned $2.47 per share over the past year, after losing money the year before.
HSIC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.5B | +4% |
| Q2 2026 | $3.5B | +6.7% |
| Q1 2026 | $3.4B | +6.3% |
| Q4 2025 | $3.4B | +7.7% |
| Q3 2025 | $3.3B | +5.2% |
| Q2 2025 | $3.2B | +3.3% |
| Q1 2025 | $3.2B | -0.1% |
| Q4 2024 | $3.2B | +5.8% |
HSIC's revenue has grown year over year for six quarters in a row: $3.5B last quarter, up 4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.6% | +0.6 points |
| Q2 2026 | 5% | +0.3 points |
| Q1 2026 | 5.4% | -0.1 points |
| Q4 2025 | 4.7% | -0.1 points |
| Q3 2025 | 4.9% | 0 points |
| Q2 2025 | 4.7% | -0.4 points |
| Q1 2025 | 5.5% | +0.8 points |
| Q4 2024 | 4.9% | +3.6 points |
HSIC has the edge over OSCR on profitability, with a higher operating margin.
OSCR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.1B | +72% |
| Q2 2026 | $4.9B | +70% |
| Q1 2026 | $4.6B | +53% |
| Q4 2025 | $2.8B | +17% |
| Q3 2025 | $3B | +23% |
| Q2 2025 | $2.9B | +29% |
| Q1 2025 | $3B | +42% |
| Q4 2024 | $2.4B | +67% |
OSCR has the edge over HSIC on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 3.5% | +7.8 points |
| Q2 2026 | 8% | +16 points |
| Q1 2026 | 15% | +5.4 points |
| Q4 2025 | -12% | -5.7 points |
| Q3 2025 | -4.3% | -2.3 points |
| Q2 2025 | -8.1% | -11 points |
| Q1 2025 | 9.8% | +1.1 points |
| Q4 2024 | -6.2% | +4 points |
OSCR's operating margin was 3.5% last quarter, up 7.8 points from the same quarter a year ago.
HSIC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $131M | -7.1% |
| Q2 2026 | $212M | +141% |
| Q1 2026 | -$122M | -2133% |
| Q4 2025 | $338M | +101% |
| Q3 2025 | $141M | +21% |
| Q2 2025 | $88M | -66% |
| Q1 2025 | $6M | -96% |
| Q4 2024 | $168M | +$239M |
HSIC generated $559M in free cash flow over the past year, up 39% from the year before.
OSCR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$1.2B | -$238.2M |
| Q2 2026 | $2.1B | +316% |
| Q1 2026 | $2.6B | +200% |
| Q4 2025 | $662.8M | +95% |
| Q3 2025 | -$973.7M | -$466M |
| Q2 2025 | $499.8M | +2.1% |
| Q1 2025 | $869.5M | +38% |
| Q4 2024 | $340M | +17% |
OSCR has the edge over HSIC on cash flow, with more consistent year-over-year improvement.
HSIC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.6% | -1.9M shares |
| 1 year | -7% | -8.5M shares |
| 3 years | -14% | -18.9M shares |
| 5 years | -20% | -28.5M shares |
| Available history | -25% | -36.7M shares |
HSIC has the edge over OSCR on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $125M |
| Q2 2026 | $200M |
| Q1 2026 | $125M |
| Q4 2025 | $200M |
| Q3 2025 | $203M |
| Q2 2025 | $286M |
| Q1 2025 | $161M |
| Q4 2024 | $75M |
HSIC spent $650M buying back its own shares over the past year, down 10% from the year before.
OSCR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.9% | +13M shares |
| 1 year | +34% | +87.2M shares |
| 3 years | +55% | +123M shares |
| 5 years | +66% | +138M shares |
| Available history | +71% | +143M shares |
OSCR has 346M diluted shares, up 34% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
HSIC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.2x | Elevated |
| Q2 2026 | 3.3x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 3.1x | Elevated |
| Q3 2025 | 3.2x | Elevated |
| Q2 2025 | 3.1x | Elevated |
| Q1 2025 | 3.0x | Elevated |
| Q4 2024 | 2.7x | Moderate |
HSIC's net debt is about 3.2 years of its operating earnings (EBITDA), about the same as a year ago.
OSCR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -4.2x | Net Cash |
| Q2 2026 | -5.5x | Net Cash |
| Q1 2026 | -110.0x | Net Cash |
| Q1 2025 | -9.7x | Net Cash |
| Q4 2024 | -13.7x | Net Cash |
| Q3 2024 | -10.1x | Net Cash |
| Q2 2024 | -24.0x | Net Cash |
| Q1 2024 | -217.7x | Net Cash |
OSCR has the edge over HSIC on leverage, with a lower net debt burden relative to earnings.
HSIC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.0 | Neutral |
| Stochastic | 50.0 | Neutral |
HSIC's weekly RSI is 55 (neutral) and its Stochastic is 50 (neutral).
OSCR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 58.7 | Neutral |
| Stochastic | 44.9 | Neutral |
OSCR's weekly RSI is 59 (neutral) and its Stochastic is 45 (neutral).
HSIC PE vs Healthcare Sector
| Metric | HSIC | Sector median | Relative |
|---|---|---|---|
| PE | 24x | 26x | 8.7% below |
| PE % | 73 | 29 | 44 pts above |
HSIC is trading at 24x earnings, in line with the Healthcare sector's median of 26x.
OSCR PE vs Healthcare Sector
| Metric | OSCR | Sector median | Relative |
|---|---|---|---|
| PE | 13x | 26x | 50% below |
| PE % | 3 | 35 | 32 pts below |
OSCR has the edge over HSIC on valuation relative to its sector.
HSIC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $85.5 | 0.8% above |
| 20 week MA | $86.6 | 0.6% below |
| 50 week MA | $80.8 | 6.7% above |
| 100 week MA | $75.4 | 14% above |
| 200 week MA | $74.8 | 15% above |
HSIC's trend is mixed: it's above four of its five weekly moving averages, and 15% above its 200-week average.
OSCR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $31.2 | 2.3% above |
| 20 week MA | $31.1 | 2.8% above |
| 50 week MA | $22.9 | 39% above |
| 100 week MA | $19.3 | 65% above |
| 200 week MA | $15.5 | 106% above |
OSCR has the edge over HSIC on trend strength, trading above more of its moving averages.
HSIC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $66.6 | $65.8 | -1.1% |
| 2021 | $65.8 | $74.9 | +14% |
| 2022 | $74.9 | $80.6 | +7.6% |
| 2023 | $80.6 | $75.7 | -6.1% |
| 2024 | $75.7 | $70.4 | -7% |
| 2025 | $70.4 | $76.1 | +8.1% |
| 2026 YTD | $76.1 | $86.1 | +13% |
HSIC has finished lower in three of the last six years. It's up 13% so far in 2026.
OSCR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $31.0 | $8.02 | -74% |
| 2022 | $8.02 | $2.21 | -72% |
| 2023 | $2.21 | $9.15 | +314% |
| 2024 | $9.15 | $13.8 | +51% |
| 2025 | $13.8 | $14.9 | +8% |
| 2026 YTD | $14.9 | $31.9 | +114% |
OSCR has the edge over HSIC on returns for 2026, with the stronger performance.