Henry Schein (HSIC): Revisiting Valuation After Q3 2025 Earnings Beat and Upgraded Guidance

Henry Schein (HSIC) jumped about 11% after its Q3 2025 earnings beat expectations on both adjusted EPS and revenue, and management raised full year profit guidance alongside higher anticipated sales growth.

See our latest analysis for Henry Schein.

That earnings pop builds on a steady uptrend, with a roughly 14% 3 month share price return and about 11% 1 year total shareholder return suggesting momentum is quietly rebuilding after a softer multi year stretch.

If Henry Schein’s latest move has you thinking more broadly about healthcare, it could be a good moment to scout other opportunities across healthcare stocks.

With shares hovering near Wall Street’s target and recent gains already strong, the key question now is whether Henry Schein is still trading below its true value or if the market is already pricing in the next leg of growth.

Most Popular Narrative Narrative: 0.4% Undervalued

With Henry Schein last closing at $77.35 against a narrative fair value near $77.64, the story leans toward a gently supportive valuation, not a wild swing.

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.

Read the complete narrative.

Want to see what really underpins this tight valuation band? The narrative quietly leans on rising margins, steady revenue growth, and a future earnings multiple that has to compress. Curious how those moving parts still add up to upside? Dive into the full story to unpack the exact assumptions driving that fair value.

Result: Fair Value of $77.64 (ABOUT RIGHT)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent pricing pressure in core categories and flat dental patient traffic could easily cap margins and stall the steady earnings expansion that analysts are banking on.

Find out about the key risks to this Henry Schein narrative.

Build Your Own Henry Schein Narrative

If you see the numbers differently or want to stress test your own assumptions, you can build a personalized narrative in just minutes: Do it your way.

A great starting point for your Henry Schein research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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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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