Henry Schein (HSIC): Revisiting Valuation After Expanded vVARDIS Distribution Deal in Preventive Dentistry

Henry Schein (HSIC) just widened its footprint in preventive dentistry, securing exclusive U.S. distribution rights for vVARDIS Curodont Repair Fluoride Plus across all dental segments starting January 1, 2026.

See our latest analysis for Henry Schein.

The deal lands while Henry Schein’s 90 day share price return of 5.63 percent and year to date share price return of 6.99 percent point to gradually improving momentum, even though the 3 year total shareholder return of negative 9.81 percent shows the longer term journey has been bumpier.

If this kind of dental innovation has you rethinking healthcare exposure in your portfolio, it could be worth exploring other healthcare stocks that might benefit from similar structural trends.

Yet with earnings growing faster than revenue and shares still trading at a discount to analyst targets, investors must now ask whether Henry Schein is quietly undervalued or whether the market has already priced in this next leg of growth.

Most Popular Narrative Narrative: 4.8% Undervalued

With Henry Schein last closing at $73.34 against a narrative fair value of $77, the story leans toward modest upside grounded in steady fundamentals.

The analysts have a consensus price target of $73.231 for Henry Schein based on their expectations of its future earnings growth, profit margins and other risk factors. However, there is a degree of disagreement amongst analysts, with the most bullish reporting a price target of $83.0, and the most bearish reporting a price target of just $55.0.

Read the complete narrative.

Curious how moderate revenue growth, rising margins and a lower future earnings multiple can still support upside from here? See how these moving parts fit together.

Result: Fair Value of $77 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, persistent pricing pressure and flat dental traffic could cap margin gains, which challenges the idea that earnings momentum alone justifies further upside.

Find out about the key risks to this Henry Schein narrative.

Build Your Own Henry Schein Narrative

If you see the numbers differently or want to stress test your own assumptions, you can build a personalized Henry Schein story in minutes with Do it your way.

A great starting point for your Henry Schein research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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