Henry Schein Inc (HSIC)vsPPG Industries Inc (PPG)
HSIC
Henry Schein Inc
$70.82
+0.45%
HEALTHCARE · Cap: $8.03B
PPG
PPG Industries Inc
$109.61
+0.62%
BASIC MATERIALS · Cap: $24.28B
Smart Verdict
WallStSmart Research — data-driven comparison
PPG Industries Inc generates 20% more annual revenue ($16.12B vs $13.38B). PPG leads profitability with a 9.8% profit margin vs 3.0%. PPG appears more attractively valued with a PEG of 1.44. PPG earns a higher WallStSmart Score of 60/100 (C+).
HSIC
Buy52
out of 100
Grade: C-
PPG
Buy60
out of 100
Grade: C+
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
+16.0%
Fair Value
$155.95
Current Price
$109.61
$46.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 21 in profit
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
4.5% earnings growth
3.0% margin — thin
Elevated debt levels
4.2% earnings growth
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : HSIC
The strongest argument for HSIC centers on Price/Book.
Bull Case : PPG
The strongest argument for PPG centers on Return on Equity, P/E Ratio. PEG of 1.44 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 : PPG
The primary concerns for PPG are EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
PPG carries more volatility with a beta of 1.05 — expect wider price swings.
PPG is growing revenue faster at 6.7% — sustainability is the question.
HSIC generates stronger free cash flow (-136M), providing more financial flexibility.
Monitor MEDICAL DISTRIBUTION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PPG scores higher overall (60/100 vs 52/100). HSIC offers better value entry with a 64.5% margin of safety. Both earn "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 →PPG Industries Inc
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
PPG Industries, Inc. is an American Fortune 500 company and global supplier of paints, coatings, and specialty materials. With headquarters in Pittsburgh, Pennsylvania, PPG operates in more than 70 countries around the globe.
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