Separation of the life sciences business is the final step in the course correction that Becton Dickinson has undertaken over the past few years. The company managed to get a very attractive price for this business, which we expect is the last portfolio optimization step it will take in the near future. Its focus is currently on the existing franchise and more-conservative capital allocation.
The pharmaceutical business is the star of BD's portfolio. We expect robust growth to continue, driven by demand for injectables such as GLP-1s.
BD's China segment is facing competitive bidding challenges, which continue to pressure overall growth in the country.
|
Metric
|
BDX
|
MDT
|
BAX
|
|---|---|---|---|
Price/Earnings (Normalized) | 13.70 | 15.27 | 11.59 |
Price/Book Value | 1.99 | 2.20 | 1.97 |
Price/Sales | 2.51 | 2.96 | 1.06 |
Price/Cash Flow | 13.44 | 12.40 | 11.00 |
|
Metric
|
BDX
|
MDT
|
BAX
|
|---|---|---|---|
Quick Ratio | 0.36 | 1.29 | 1.12 |
Current Ratio | 0.94 | 2.07 | 1.95 |
Interest Coverage | 3.53 | 10.12 | −0.81 |
|
Metric
|
BDX
|
MDT
|
BAX
|
|---|---|---|---|
Return on Assets (Normalized) | 4.97% | 8.31% | 4.99% |
Return on Equity (Normalized) | 10.63% | 15.59% | 15.42% |
Return on Invested Capital (Normalized) | 7.26% | 10.57% | 7.44% |
|
1-Day Chart
|
Name
|
Price
|
Morningstar Rating for Stocks
|
Capital Allocation
|
Economic Moat
|
Market Cap
|
|---|---|---|---|---|---|---|
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ISRG
| LOCK|rZ!X@$J | LOCK|&Bl | $142B | |||
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RMD
| LOCK|Y#kfzZ< | LOCK|v<>! | $31B | |||
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MDLN
| LOCK|^$^%CWq | LOCK|@?%Ls | $31B | |||
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ALC
| LOCK|ptRjygp | LOCK|<^>!@ | $31B | |||
| West Pharmaceutical Services Inc
WST
| LOCK|&d><X@L% | LOCK|!v& | $26B | |||
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SOLV
| LOCK|X@??TN | LOCK|^QY | $15B | |||
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BAX
| LOCK|^S | LOCK|mlMjk | $12B | |||
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COO
| LOCK|^##>$> | LOCK|#Sp&g | $11B | |||
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ALGN
| LOCK|cgLc%!< | LOCK|z#%! | $10B |
United States