HSIC vs NVST
Henry Schein vs Envista Holdings — AI-powered side-by-side comparison
VS
NVST
Envista Holdings
66
Buy
| Metric | HSIC | NVST |
|---|
| AI Score |
65
|
66
|
| Price |
$88.16
|
$28.14
|
| P/E Ratio |
25.47×
|
47.71×
|
| ROE |
12.3%
|
1.5%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.3%
|
55.5%
|
| Debt / Equity |
1.21×
|
0.52×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
60.6
|
58.7
|
| Beta |
0.806
|
0.861
|
| Expected Upside |
+0.7%
|
+1.7%
|
AI Committee View
Current Innellis committee reasoning for HSIC versus NVST.
NVST leads by 1 points.
NVST scores 66/100 (Buy) versus HSIC at 65/100 (Buy).
HSIC Committee View
75% agreement
4 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). 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
NVST Committee View
80% agreement
5 analysts
The primary driver is 5 consecutive earnings beats -- consistent execution. The main limiting factor is p/e of 66.8 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
Bull Case
- Price-to-book of 1.1x is a discount to asset value — Value
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 66.8 is expensive by classic value standards — Value
- ROE of only 2.2% -- cheap may mean cheap for a reason — Value