OMI vs MMSI vs HSIC vs ATRC

For growth investors, AtriCure, Inc.

(ATRC) is the stronger pick with 14. 9% revenue growth year-over-year, versus -74. 2% for Owens & Minor, Inc. (OMI). Henry Schein, Inc. (HSIC) offers the better valuation at 21. 6x trailing P/E (13. 3x forward), making it the more compelling value choice. Analysts rate Merit Medical Systems, Inc. (MMSI) a "Buy" — based on 13 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Henry Schein, Inc.

(HSIC) is the cheapest at 21. 6x versus Merit Medical Systems, Inc. at 29. 3x. On forward P/E, Owens & Minor, Inc. is actually cheaper at 2. 3x — notably different from the trailing picture, reflecting expected earnings growth.

Over the past 5 years, Merit Medical Systems, Inc.

(MMSI) delivered a total return of -3. 6%, compared to -93. 5% for Owens & Minor, Inc. (OMI). Over 10 years, the gap is even starker: MMSI returned +214. 6% versus OMI's -86. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Merit Medical Systems, Inc.

(MMSI) is the lower-risk stock at 0. 71β versus Owens & Minor, Inc. 's 1. 44β — meaning OMI is approximately 103% more volatile than MMSI relative to the S&P 500. On balance sheet safety, AtriCure, Inc. (ATRC) carries a lower debt/equity ratio of 18% versus 77% for Henry Schein, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), AtriCure, Inc.

(ATRC) is pulling ahead at 14. 9% versus -74. 2% for Owens & Minor, Inc. (OMI). On earnings-per-share growth, the picture is similar: AtriCure, Inc. grew EPS 74. 7% year-over-year, compared to -201. 1% for Owens & Minor, Inc.. Over a 3-year CAGR, ATRC leads at 17. 4% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Merit Medical Systems, Inc.

(MMSI) is the more profitable company, earning 8. 5% net margin versus -39. 8% for Owens & Minor, Inc. — meaning it keeps 8. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MMSI leads at 12. 2% versus -0. 6% for ATRC. At the gross margin level — before operating expenses — ATRC leads at 74. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

On forward earnings alone, Owens & Minor, Inc.

(OMI) trades at 2. 3x forward P/E versus 370. 7x for AtriCure, Inc. — 368. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for ATRC: 82. 3% to $50. 67.

None of the stocks in this comparison currently pay a material dividend.

All are effectively zero-yield and should be held for capital appreciation rather than income.

For long-horizon retirement investors, Merit Medical Systems, Inc.

(MMSI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 71), +214. 6% 10Y return). Both have compounded well over 10 years (MMSI: +214. 6%, OMI: -86. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.