Henry Schein vs Ingram Micro
HSIC and INGM side by side, both in professional and commercial equipment and supplies. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How HSIC and INGM compare
Henry Schein is the larger company, worth 1.5 times as much as Ingram Micro ($9.6B against $6.5B).
On earnings, Ingram Micro is cheaper: it trades at 14.4× trailing earnings, against 25.1× for Henry Schein.
Ingram Micro grew revenue faster over the last twelve months (14.8% versus 6.5% for Henry Schein).
Henry Schein keeps more of each dollar of sales as profit, with a net margin of 3.0% compared with 0.79% at Ingram Micro.
Ingram Micro pays a dividend yielding 0.89%; Henry Schein does not pay one.
Ingram Micro scores higher on the StockData Score (12 against 6 for Henry Schein), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | HSIC | INGM |
|---|---|---|
| Size and price | ||
| Market cap | $9.6B | $6.5B |
| Share price | $86.14 | $28.42 |
| Change, 1 year | 17.6% | 33.6% |
| Change, 5 years | 13.1% | – |
| Beta (5Y) | 0.55 | 1.26 |
| Employees | 25K | 22K |
| StockData Score | ||
| Total score | 6 | 12 (better) |
| Valuation score | 0 | 5 (better) |
| Growth score | 2 (better) | 1 |
| Performance score | 2 (better) | 1 |
| Health score | 2 | 2 |
| Dividend score | 0 | 3 (better) |
| Valuation | ||
| P/E | 25.1× | 14.4× (better) |
| P/S | 0.7× | 0.1× (better) |
| P/B | 3.0× | 1.5× (better) |
| EV/EBITDA | 13.5× | 7.5× (better) |
| P/FCF | 16.9× (better) | 42.3× |
| FCF yield | 5.9% (better) | 2.4% |
| Fair value | $72.31 | $41.33 |
| Margin of safety | −19.1% | 31.2% (better) |
| Growth | ||
| Revenue growth (TTM) | 6.5% | 14.8% (better) |
| Revenue growth, 5Y average | 5.4% | – |
| Net income growth (TTM) | 3.6% | 59.6% (better) |
| EPS growth (TTM) | 10.3% | 61.0% (better) |
| EPS growth, 5Y average | 3.0% | – |
| Profitability | ||
| Gross margin | 31.3% (better) | 6.6% |
| Operating margin | 5.0% (better) | 1.8% |
| Net margin | 3.0% (better) | 0.79% |
| FCF margin | 4.2% (better) | 0.26% |
| Return on equity | 12.2% (better) | 10.9% |
| Return on invested capital | 8.1% | 9.7% (better) |
| Financial health | ||
| Debt / equity | 1.10 | 0.89 (better) |
| Net debt / EBITDA | 3.28 | 2.29 (better) |
| Interest coverage | 4.3× (better) | 3.6× |
| Current ratio | 1.32 (better) | 1.31 |
| Altman Z-score | 2.77 | 3.26 (better) |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | – | 0.89% |
| Payout ratio | – | 17.4% |
| Years of dividend growth | – | 0 |
| Buyback yield | 7.6% | – |
| Shareholder yield | 7.6% (better) | 0.89% |
| Ownership | ||
| Held by institutions | 110% | 103% |
| Held by insiders | 18.0% | 78.3% |
| Insider net buying, 12 months | −$7.9M (better) | −$1.5B |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 10.2% | 12.4% |
Go deeper
- HSIC stock overview
- HSIC income statement
- HSIC valuation and score
- INGM stock overview
- INGM income statement
- INGM valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.