COMPARE · Reviewed August 3, 2026
HSIC vs MCK
Verdict: Side-by-side breakdown using the Bull Rankings model. HSIC scored 52.9, MCK scored 66.0 — MCK leads.
Compare another set
HSIC
Henry Schein, Inc.
52.9
$88.33 · $10.1B
fundamentals as of
Score gap
13.1
MCK leads
MCK
McKesson Corporation
66
$830.76 · $96.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
HSIC
stronger →← stronger
MCK
61
Qualityreturns · margins · balance sheet
53
68
Growthrevenue & earnings expansion
87
35
Valuevaluation vs sector peers
63
MCK is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
HSIC
MCK
$445mC
FCF
$5.7bB+
+5.6%C+
Rev
+12.4%B+
0.78C+
D/E
—
26.7xB
P/E
21.7xB+
1.84C+
PEG
1.67C+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
HSIC
MCK
10% above
Price vs fair valuelower is cheaper
9% below
~9%/yr
Growth the price implies10-yr FCF · lower = less priced in
~6%/yr
-18%
1-yr DCF upside
-4%
-9%
5-yr DCF upside
+10%
+5%
10-yr DCF upside
+35%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HSIC
Why this score
- Buying back stock
MCK
Why this score
- Buying back stock
- Raising its dividend
- Short track record
The companies
HSICHenry Schein, Inc.
Why now
Medical Distribution · market cap $10.1b. 4% off the 52-week high of $92.17. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $89.31 (implying +1% upside).
Moat
ROE 13% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 107% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Net margin 3.1% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
MCKMcKesson Corporation
Why now
Medical Distribution · market cap $96.8b. 17% off the 52-week high of $999.00. Revenue growing +12%, comfortably above the S&P median. 15 sell-side analysts rate this a Buy with a mean 1-yr target of $947.13 (implying +14% upside).
Moat
FCF converts 120% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $96.8b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Net margin 1.2% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first. ROE -219% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.