HSIC vs IRTC
Henry Schein vs iRhythm Technologies, Inc. — AI-powered side-by-side comparison
VS
IRTC
iRhythm Technologies, Inc.
58
Watch
| Metric | HSIC | IRTC |
|---|
| AI Score |
67
|
58
|
| Price |
$89.16
|
$121.80
|
| P/E Ratio |
25.77×
|
-283.42×
|
| ROE |
12.3%
|
-29.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.3%
|
71.5%
|
| Debt / Equity |
1.21×
|
3.91×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
59.4
|
50.5
|
| Beta |
0.808
|
1.321
|
| Expected Upside |
+0.8%
|
—
|
AI Committee View
Current Innellis committee reasoning for HSIC versus IRTC.
HSIC leads by 9 points.
HSIC scores 67/100 (Buy) versus IRTC at 58/100 (Watch).
HSIC Committee View
75% agreement
4 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
IRTC Committee View
50% agreement
6 analysts
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 27.4% yoy -- genuine top-line momentum. Value Analyst remains cautious — price-to-book of 37.4x prices in significant intangible value. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 27.4% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- Price-to-book of 37.4x prices in significant intangible value — Value
- ROE of only -20.6% -- cheap may mean cheap for a reason — Value
- Debt-to-equity of 4.25 adds balance-sheet risk to the value case — Value