HENRY SCHEIN, INC. vs TD SYNNEX CORPORATION, two Distribution stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where HSIC and SNX diverge most: on implied growth (priced in), HSIC reads +6.4% and SNX reads -1.0%; on gross margin, HSIC reads 31.8% and SNX reads 6.8%. The rest of the comparable metrics sit closer together. On valuation, today's HSIC price has a different growth bar priced in than SNX (+6.4% implied for HSIC vs -1.0% for SNX); the higher figure is the steeper assumption to clear, not a better or worse stock. What HSIC's price implies is a bet that sits within the historical range (whole-company basis). What SNX's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | HSIC | SNX |
|---|---|---|
| Price | $85.72 | $255.71 |
| Market cap | $9.9B | $20.4B |
| Sector | Distribution | Distribution |
| Stage | Mature | Growth |
| Implied growth (priced in) | +6.4% | -1.0% |
| P/E | 25.9 | 18.3 |
| P/B | 2.54 | 2.28 |
| P/S | 0.74 | 0.29 |
| EV/EBITDA | 11.1 | 10.8 |
| Revenue growth | +5.6% | +16.3% |
| Gross margin | 31.8% | 6.8% |
| Operating margin | 5.4% | 2.6% |
| Net margin | 3.0% | 1.6% |
| Return on equity | 10.1% | 12.7% |
| Return on assets | 3.5% | 3.0% |
| Return on invested capital | 10.5% | 13.8% |
| FCF yield | 4.5% | 1.8% |
| Dividend yield | — | 0.7% |
| Debt / equity | 0.27 | 0.13 |
| Current ratio | 1.36 | 1.20 |
| Altman Z (solvency) | 2.69 | 2.57 |
| Piotroski F (quality) | 4 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.