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Compare Stocks › HSIC vs QCOM

Henry Schein, Inc. (HSIC) vs QUALCOMM Incorporated (QCOM)

HSIC
Henry Schein, Inc.
$72.68
VS
QCOM
QUALCOMM Incorporated
$131.28

Rewards

HSIC
    QCOM
    • ★QUALCOMM Incorporated has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
    • ★QUALCOMM Incorporated scores 73/100 on the Economic Moat Score (Wide Moat), with reinvestment efficiency as the strongest competitive dimension.
    • ★Free cash flow has grown at a 23.3% CAGR over the past 4 years, demonstrating strong earnings power growth.

    Risks

    HSIC
    • ⚠ROIC has declined by 5.1 percentage points over the observed period, which may signal competitive erosion.
    • ⚠FCF yield of 6.1% suggests reasonable valuation assuming continued moderate growth.
    QCOM
    • ⚠FCF yield of 7.4% suggests reasonable valuation assuming continued moderate growth.
    • ⚠Trailing P/E of 26.5x is 28% above the historical average of 20.7x — the stock trades at a premium to its own history.
    • ⚠18 insider sales with no purchases over the past 12 months — a persistent pattern of insider selling.

    Key Valuation Metrics

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    HSIC
    QCOM
    Valuation
    $521.00M
    Free Cash Flow
    $10.42B
    6.09%
    FCF Yield
    7.43%
    22.23
    Trailing P/E
    26.47
    12.40
    Forward P/E
    11.77
    Quality & Moat
    6.70%
    ROIC
    25.70%
    8.30%
    ROE
    24.02%
    31.14%
    Gross Margin
    55.10%
    1.63
    PEG Ratio
    N/A
    Balance Sheet Safety
    0.72
    Debt / Equity
    0.64
    N/A
    Interest Coverage
    N/A
    3.21
    Net Debt / EBITDA
    0.22
    N/A
    Dividend Yield
    2.71%
    HSIC: 1Ties: 1QCOM: 8
    HSICQCOM

    Historical Fundamentals

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    HSIC

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

    QCOM

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

    $1 Retained Earnings Test

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    HSIC
    $-1.48
    created per $1 retained over 3 years
    Market Cap Declined
    Σ Retained
    $1.20B
    Δ Market Cap
    $-1.78B
    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
    QCOM
    $5.06
    created per $1 retained over 3 years
    Exceptional Value Creator
    Σ Retained
    $11.96B
    Δ Market Cap
    +$60.46B
    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

    Discounted Cash Flow (DCF) Analysis

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    HSIC
    31.1% Overvalued
    Price is 31.1% above estimated fair value
    Current Price: $72.68
    Fair Value: $55.45
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued
    QCOM
    71.3% Overvalued
    Price is 71.3% above estimated fair value
    Current Price: $131.28
    Fair Value: $76.62
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued

    Reverse DCF — Market-Implied Growth

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    HSIC

    What growth rate is the market pricing in at $73?

    +13.1%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +9.4%

    The market implies +13.1% Owner Earnings growth, above historical trends.

    Standard FCF implies a demanding +9.4%, reflecting heavy growth investment.

    QCOM

    What growth rate is the market pricing in at $131?

    +11.2%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +2.6%

    The market implies +11.2% Owner Earnings growth, above historical trends.

    Standard FCF implies a demanding +2.6%, reflecting heavy growth investment.

    Economic Moat Score

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    HSIC
    64/100
    Narrow Moat
    70+ Wide · 40-69 Narrow · <40 None

    Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.

    Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 5 years of fundamental data.
    QCOM
    73/100
    Wide Moat
    70+ Wide · 40-69 Narrow · <40 None

    Wide moat driven primarily by reinvestment efficiency. Revenue Predictability is the area most vulnerable to competitive pressure.

    Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

    Forensic Accounting

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    HSIC
    -2.53
    Unlikely Manipulator
    Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

    M-Score Trend

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
    QCOM
    -3.16
    Unlikely Manipulator
    Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

    M-Score Trend

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

    Ownership Breakdown

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    HSIC
    Insiders 1.0%Institutions 106.6%
    No. of Institutional Holders756
    High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
    QCOM
    Insiders 0.1%Institutions 81.6%Retail & Other 18.2%
    No. of Institutional Holders3,852
    High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

    High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

    Insider Buying Activity

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    HSIC
    0
    Buys (3M)
    1
    Buys (12M)
    Total value (12M): $670,800
    DANIEL WILLIAM K
    Director
    $670,800
    @ $67.08 · 2025-08-07
    Open market purchases · includes direct & indirect ownership · excludes option exercises
    QCOM
    0
    Buys (3M)
    0
    Buys (12M)
    No open market insider purchases found.
    Open market purchases · includes direct & indirect ownership · excludes option exercises

    Open market purchases · includes direct & indirect ownership · excludes option exercises.

    Insider Selling Activity

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    HSIC
    3
    Sells (3M)
    3
    Sells (12M)
    Total value (12M): $931,849
    KUEHN KURT P
    Director
    $224,565
    @ $78.96 · 2026-03-10
    LASKAWY PHILIP A
    Director
    $228,544
    @ $80.36 · 2026-03-05
    MLOTEK MARK E
    Officer
    $478,740
    @ $80.80 · 2026-03-04
    CONNETT BRADFORD C
    Officer
    $287,161
    @ $71.15 · 2025-03-19
    LASKAWY PHILIP A
    Director
    $184,999
    @ $71.04 · 2025-03-19
    KUEHN KURT P
    Director
    $199,396
    @ $71.55 · 2025-03-05
    ETTINGER MICHAEL S.
    Chief Operating Officer
    $918,000
    @ $75.00 · 2024-11-18
    MCGLYNN LORELEI
    Officer
    $1.46M
    @ $69.30 · 2024-09-06
    MLOTEK MARK E
    Officer and Director
    $207,360
    @ $69.12 · 2024-08-14
    SIEGEL WALTER
    Officer
    $287,189
    @ $69.47 · 2024-06-06
    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
    QCOM
    3
    Sells (3M)
    18
    Sells (12M)
    Total value (12M): $12.83M
    PALKHIWALA AKASH J
    Chief Operating Officer
    $330,815
    @ $132.33 · 2026-03-12
    PALKHIWALA AKASH J
    Chief Operating Officer
    $458,799
    @ $137.65 · 2026-02-06
    PALKHIWALA AKASH J
    Chief Operating Officer
    $577,620
    @ $173.30 · 2026-01-02
    PALKHIWALA AKASH J
    Chief Operating Officer
    $2.20M
    @ $175.29 · 2025-12-19
    ROGERS ALEXANDER H
    Officer
    $2.83M
    @ $178.01 · 2025-12-16
    CHAPLIN ANN C
    General Counsel
    $1.28M
    @ $178.03 · 2025-12-16
    PALKHIWALA AKASH J
    Chief Operating Officer
    $567,702
    @ $170.33 · 2025-11-07
    PALKHIWALA AKASH J
    Chief Operating Officer
    $1.38M
    @ $166.06 · 2025-10-20
    PALKHIWALA AKASH J
    Chief Operating Officer
    $522,808
    @ $156.86 · 2025-09-02
    MARTIN NEIL A
    Officer
    $122,463
    @ $154.82 · 2025-08-21
    PALKHIWALA AKASH J
    Chief Operating Officer
    $493,610
    @ $148.10 · 2025-08-04
    PALKHIWALA AKASH J
    Chief Operating Officer
    $537,560
    @ $161.28 · 2025-07-02
    PALKHIWALA AKASH J
    Chief Operating Officer
    $486,965
    @ $146.10 · 2025-06-02
    MARTIN NEIL A
    Officer
    $120,808
    @ $153.70 · 2025-05-21
    PALKHIWALA AKASH J
    Chief Operating Officer
    $465,846
    @ $139.77 · 2025-05-05
    PALKHIWALA AKASH J
    Chief Operating Officer
    $91,442
    @ $141.11 · 2025-04-09
    PALKHIWALA AKASH J
    Chief Operating Officer
    $119,900
    @ $132.63 · 2025-04-08
    PALKHIWALA AKASH J
    Chief Operating Officer
    $235,262
    @ $132.10 · 2025-04-04
    PALKHIWALA AKASH J
    Chief Operating Officer
    $523,292
    @ $156.82 · 2025-03-03
    MARTIN NEIL A
    Officer
    $130,074
    @ $174.83 · 2025-02-21
    PALKHIWALA AKASH J
    Chief Operating Officer
    $509,397
    @ $169.80 · 2025-02-12
    ROGERS ALEXANDER H
    Officer
    $3.28M
    @ $169.83 · 2025-02-10
    PALKHIWALA AKASH J
    Chief Operating Officer
    $463,851
    @ $154.62 · 2025-01-02
    CHAPLIN ANN C
    General Counsel
    $409,056
    @ $158.12 · 2024-12-16
    ROGERS ALEXANDER H
    Officer
    $1.67M
    @ $160.59 · 2024-12-10
    CHAPLIN ANN C
    General Counsel
    $1.24M
    @ $160.59 · 2024-12-10
    PALKHIWALA AKASH J
    Chief Operating Officer
    $484,617
    @ $161.54 · 2024-12-05
    MARTIN NEIL A
    Officer
    $202,120
    @ $155.00 · 2024-11-21
    PALKHIWALA AKASH J
    Chief Operating Officer
    $491,349
    @ $163.78 · 2024-11-14
    THOMPSON JAMES H.
    Chief Technology Officer
    $1.38M
    @ $172.09 · 2024-11-08
    CHAPLIN ANN C
    General Counsel
    $313,779
    @ $165.06 · 2024-11-04
    ROGERS ALEXANDER H
    Officer
    $539,157
    @ $166.15 · 2024-10-02
    THOMPSON JAMES H.
    Chief Technology Officer
    $1.36M
    @ $169.80 · 2024-10-01
    PALKHIWALA AKASH J
    Chief Operating Officer
    $497,848
    @ $165.95 · 2024-10-01
    MARTIN NEIL A
    Officer
    $126,224
    @ $163.08 · 2024-09-05
    THOMPSON JAMES H.
    Chief Technology Officer
    $1.37M
    @ $171.72 · 2024-09-03
    PALKHIWALA AKASH J
    Chief Operating Officer
    $497,980
    @ $165.99 · 2024-09-03
    PALKHIWALA AKASH J
    Chief Operating Officer
    $488,662
    @ $162.89 · 2024-08-08
    THOMPSON JAMES H.
    Chief Technology Officer
    $1.28M
    @ $160.50 · 2024-08-02
    PALKHIWALA AKASH J
    Chief Operating Officer
    $616,815
    @ $205.60 · 2024-07-05
    THOMPSON JAMES H.
    Chief Technology Officer
    $1.60M
    @ $199.47 · 2024-07-01
    THOMPSON JAMES H.
    Chief Technology Officer
    $1.68M
    @ $209.61 · 2024-06-03
    PALKHIWALA AKASH J
    Chief Operating Officer
    $617,299
    @ $205.77 · 2024-06-03
    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

    🎭 Mr. Market's Mood

    Learn more →
    HSIC
    FearGreed
    😨Fear(40/100)

    "Market is pessimistic — investigate whether fears are temporary or structural"

    Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
    QCOM
    FearGreed
    😨Fear(30/100)

    "Market is pessimistic — investigate whether fears are temporary or structural"

    Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

    Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

    ⚖️ Buffett Signal

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    HSIC
    ⚪Awaiting DCF Data

    The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

    DCF Margin of Safety: N/AMr. Market's Mood: Fear (40)
    QCOM
    ⚪Awaiting DCF Data

    The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

    DCF Margin of Safety: N/AMr. Market's Mood: Fear (30)
    View HSIC Full AnalysisView QCOM Full Analysis