Henry Schein Inc (HSIC)vsMagnite Inc (MGNI)
HSIC
Henry Schein Inc
$70.82
+0.45%
HEALTHCARE · Cap: $8.03B
MGNI
Magnite Inc
$14.13
+0.93%
COMMUNICATION SERVICES · Cap: $2.01B
Smart Verdict
WallStSmart Research — data-driven comparison
Henry Schein Inc generates 1775% more annual revenue ($13.38B vs $713.95M). MGNI leads profitability with a 20.3% profit margin vs 3.0%. MGNI appears more attractively valued with a PEG of 0.09. MGNI earns a higher WallStSmart Score of 77/100 (B+).
HSIC
Buy52
out of 100
Grade: C-
MGNI
Strong Buy77
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.5%
Fair Value
$229.97
Current Price
$70.82
$159.15 discount
Margin of Safety
+54.1%
Fair Value
$25.69
Current Price
$14.13
$11.56 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 230.0% YoY
Keeps 20 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 25.4%
Areas to Watch
Expensive relative to growth rate
4.5% earnings growth
3.0% margin — thin
Elevated debt levels
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : HSIC
The strongest argument for HSIC centers on Price/Book.
Bull Case : MGNI
The strongest argument for MGNI centers on PEG Ratio, EPS Growth, Profit Margin. Profitability is solid with margins at 20.3% and operating margin at 25.4%. PEG of 0.09 suggests the stock is reasonably priced for its growth.
Bear Case : HSIC
The primary concerns for HSIC are PEG Ratio, EPS Growth, Profit Margin. Thin 3.0% margins leave little buffer for downturns.
Bear Case : MGNI
The primary concerns for MGNI are Free Cash Flow.
Key Dynamics to Monitor
HSIC profiles as a value stock while MGNI is a mature play — different risk/reward profiles.
MGNI carries more volatility with a beta of 2.32 — expect wider price swings.
HSIC is growing revenue faster at 6.3% — sustainability is the question.
MGNI generates stronger free cash flow (-130M), providing more financial flexibility.
Bottom Line
MGNI scores higher overall (77/100 vs 52/100), backed by strong 20.3% margins. HSIC offers better value entry with a 64.5% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Henry Schein Inc
HEALTHCARE · MEDICAL DISTRIBUTION · USA
Henry Schein, Inc. is an American distributor of health care products and services with a presence in 32 countries.
Visit Website →Magnite Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Magnite, Inc. operates an independent sales advertising platform in the United States and internationally. The company is headquartered in Los Angeles, California.
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