Henry Schein (HSIC) is back in focus after fourth quarter 2025 earnings and revenue exceeded forecasts, and its Henry Schein One unit rolled out new Dentrix Ascend packages for dental practices and DSOs.
See our latest analysis for Henry Schein.
Despite the earnings beat and the Dentrix Ascend launch, the share price has eased recently, with a 7 day share price return of 4.89% and a 30 day share price return of 4.30%. The 1 year total shareholder return of 4.62% and 5 year total shareholder return of 13.81% point to steadier progress over time.
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With earnings and revenue ahead of expectations, new Dentrix Ascend packages aimed at practice growth, and a recent share price dip, the key question now is whether Henry Schein is temporarily out of favor or already pricing in its next phase of expansion.
Most Popular Narrative: 8.3% Undervalued
Henry Schein’s most followed narrative pegs fair value at $83.21 versus the recent $76.29 close, presenting a modest undervaluation story built on cash flow strength and earnings potential.
The analysts have a consensus price target of $73.231 for Henry Schein based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $83.0, and the most bearish reporting a price target of just $55.0.
Want to see what sits behind that fair value uplift and the gap between the bulls and bears? Revenue pacing, margin rebuild and the earnings multiple each play a role in this model. The full narrative explains how those moving parts align to support an $83 handle.
Result: Fair Value of $83.21 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, you still need to weigh up risks such as competitive pricing pressure in key categories, as well as the execution challenges tied to cost savings and the leadership transition.
Find out about the key risks to this Henry Schein narrative.
Next Steps
If the mix of risks and rewards here feels finely balanced, now is a good time to look through the numbers yourself and decide where you stand. You can start with 3 key rewards and 2 important warning signs.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
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