Added to YB: 2025-09-10
Pitch date: 2025-09-08
HSIC [bullish]
Henry Schein, Inc.
+28.87%
current return
Author Info
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Company Info
Henry Schein, Inc. provides health care products and services to office-based dental and medical practitioners worldwide.
Market Cap
$9.5B
Pitch Price
$67.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.32
P/E
24.74
EV/Sales
1.08
Sector
Health Care Providers and Services
Category
turnaround
Henry Schein, Inc. - $HSIC
HSIC: KKR takes 14.5% stake & 2 board seats as CEO retires after 45yrs. Activist Ananym pushes asset sales ($2.5B medical unit), cost cuts on $3B SG&A bloat. Targets $75-100M savings by 2025, shift to high-margin SaaS. $459M buyback authorization, potential takeout if turnaround fails.
Read full article (11 min)