HSIC vs UTHR
Henry Schein vs United Therapeutics — AI-powered side-by-side comparison
VS
UTHR
United Therapeutics
70
Buy
| Metric | HSIC | UTHR |
|---|
| AI Score |
65
|
70
|
| Price |
$88.16
|
$538.75
|
| P/E Ratio |
25.47×
|
17.82×
|
| ROE |
12.3%
|
18.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
30.3%
|
86.1%
|
| Debt / Equity |
1.21×
|
0.00×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
60.6
|
66.9
|
| Beta |
0.806
|
0.58
|
| Expected Upside |
+0.7%
|
+4.6%
|
AI Committee View
Current Innellis committee reasoning for HSIC versus UTHR.
UTHR leads by 5 points.
UTHR scores 70/100 (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
UTHR Committee View
80% agreement
5 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. Most analysts agree, and no major concerns are blocking a stronger rating.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- Lower Highs / Lower Lows structure confirms bearish price action.
- Risk/reward is unfavorable: 15.0% downside vs 4.6% upside.