BDX Becton, Dickinson and Company - Fundamental Analysis
At a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
Powered by advanced machine learning algorithms
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
BDX trades at a steep discount to healthcare peers on forward earnings, even compared to high-growth names like EW (P/E 37.85) and COR (P/E 45.47), despite stronger earnings growth than ZTS or CI
- Forward P/E of 12.27 offers deep discount to sector average of 36.60
- Price/Sales of 2.53 below sector-implied median, suggesting undervaluation relative to revenue base
- Current P/E of 33.23 appears disconnected from fundamentals, increasing risk of multiple contraction
- Lack of EV/EBITDA and cash flow data limits full enterprise valuation confidence
Earnings are growing well above revenue, suggesting margin expansion, while the stock’s recent rebound from 52-week low of $162.29 to near $193 aligns with improving sentiment ahead of forward inflection
- 25.2% YoY and 23.3% Q/Q earnings growth indicate accelerating profitability
- Positive price momentum: +11.3% over 6M and +8.6% over 1W suggest institutional accumulation
- Revenue growth of 8.3% lags sector average of 10.51%, raising questions about top-line durability
- Lack of Q/Q revenue data limits visibility into current demand trends
Despite excellent earnings execution, long-term shareholders have been punished, with 1Y, 3Y, and 5Y returns all negative—highlighting a disconnect between fundamentals and valuation persistence
- Remarkable earnings consistency: 22 of 25 quarters beat estimates, with frequent double-digit surprises
- Resilient EPS progression through pandemic and post-merger integration periods
- 5-year total return of -11.8% significantly underperforms both sector and broad market
- ROE of 6.54% and ROA of 3.52% reflect capital inefficiency vs sector average ROE of 38.50%
While leverage is well-managed compared to peers, particularly CI (0.81) and ZTS (1.35), BDX’s weak liquidity ratios suggest tight working capital management, a concern in a capital-intensive medical device environment
- Debt/Equity of 0.76 is conservative relative to sector average of 1.28 and peers like COR (4.38)
- No immediate solvency risk given investment-grade profile and stable cash flows
- Quick ratio of 0.44 indicates potential short-term liquidity strain
- Current ratio of 1.11 is barely above 1.0, limiting operational flexibility
The dividend offers modest yield with reasonable coverage, positioning BDX as a defensive income play in healthcare, though not a high-growth dividend compounder like some peers
- 2.18% dividend yield provides income cushion in volatile sector
- 71.48% payout ratio is sustainable given earnings stability and free cash flow generation
- No data on dividend growth history or streak length limits visibility into policy strength
- Dividend coverage could weaken if earnings growth slows unexpectedly
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for BDX and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
BDX
Becton, Dickinson and Company
Primary
|
-11.8% | -8.6% | -13.2% | +11.3% | +3.4% | +8.6% |
|
IDXX
IDEXX Laboratories, Inc.
Peer
|
+51.5% | +58.8% | +62.9% | +33.2% | +7.9% | -2.6% |
|
ZTS
Zoetis Inc.
Peer
|
-23.5% | -16.7% | -29.9% | -25.4% | -14.7% | +0.5% |
|
EW
Edwards Lifesciences Corporation
Peer
|
+5.0% | +13.6% | +30.4% | +10.6% | +18.3% | +3.5% |
|
COR
Cencora, Inc.
Peer
|
+271.1% | +143.6% | +50.2% | +25.1% | +13.4% | +0.5% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Quarterly Earnings History
EPS performance vs analyst estimates
Healthcare Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
BDX
Becton, Dickinson and Company
|
BULLISH | $55.33B | 33.23 | 6.5% | 7.7% | $193.04 | |
|
IDXX
IDEXX Laboratories, Inc.
|
BULLISH | $56.01B | 54.63 | 64.6% | 24.7% | $689.93 | |
|
ZTS
Zoetis Inc.
|
BULLISH | $53.39B | 20.34 | 49.9% | 28.2% | $120.82 | |
|
EW
Edwards Lifesciences Corporation
|
NEUTRAL | $50.08B | 37.85 | 13.5% | 23.2% | $86.3 | |
|
COR
Cencora, Inc.
|
NEUTRAL | $70.85B | 45.47 | 123.8% | 0.5% | $361.94 |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2025-11-07 | SCOTT BERTRAM LEE | Director | Sale | 217 | $38,318 |
| 2025-10-27 | FELD MICHAEL | Officer | Sale | 57 | $10,603 |
| 2025-09-26 | FELD MICHAEL | Officer | Sale | 58 | $10,500 |
| 2025-09-10 | FRASER CLAIRE | Director | Sale | 917 | $171,938 |
| 2025-08-22 | FELD MICHAEL | Officer | Sale | 57 | $11,285 |
| 2025-08-11 | HAYES GREGORY J | Director | Purchase | 5,250 | $1,005,742 |
| 2025-08-08 | FRASER CLAIRE | Director | Sale | 863 | $165,955 |
| 2025-07-18 | GARRISON MICHAEL DAVID | Officer | Sale | 1,185 | $213,645 |
| 2025-07-18 | GARRISON MICHAEL DAVID | Officer | Option Exercise | 6,360 | $939,245 |
| 2025-07-02 | MUHSIN BILAL | Officer | Stock Award | 12,221 | - |
| 2025-06-02 | SHAN DAVID | Officer | Sale | 1,166 | $199,608 |
Wall Street Analysts
Professional analyst ratings and price targets