HSIC vs LMAT
Henry Schein vs LeMaitre Vascular, Inc. — AI-powered side-by-side comparison
VS
LMAT
LeMaitre Vascular, Inc.
57
Watch
| Metric | HSIC | LMAT |
|---|
| AI Score |
67
|
57
|
| Price |
$89.16
|
$82.83
|
| P/E Ratio |
25.77×
|
28.57×
|
| ROE |
12.3%
|
14.7%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.3%
|
72.9%
|
| Debt / Equity |
1.21×
|
0.45×
|
| Dividend Yield |
0.0%
|
1.1%
|
| RSI (14) |
59.4
|
31.2
|
| Beta |
0.808
|
0.524
|
| Expected Upside |
+0.8%
|
—
|
AI Committee View
Current Innellis committee reasoning for HSIC versus LMAT.
HSIC leads by 10 points.
HSIC scores 67/100 (Buy) versus LMAT at 57/100 (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
LMAT Committee View
50% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 38.2% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- ROE of 16.4% shows genuine earnings power backing the valuation — Value
- EPS growing 34.4% YoY — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 28.6 is moderate-to-rich — Value
- Price-to-book of 4.7x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical