Alcon AG (ALC)vsBecton Dickinson and Company (BDX)
ALC
Alcon AG
$65.04
-0.21%
HEALTHCARE · Cap: $31.51B
BDX
Becton Dickinson and Company
$180.94
-0.24%
HEALTHCARE · Cap: $48.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 107% more annual revenue ($22.48B vs $10.86B). ALC leads profitability with a 5.9% profit margin vs 4.2%. BDX appears more attractively valued with a PEG of 1.11. BDX earns a higher WallStSmart Score of 52/100 (C-).
ALC
Buy51
out of 100
Grade: C-
BDX
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-22.2%
Fair Value
$64.96
Current Price
$65.04
$0.08 premium
Margin of Safety
+11.0%
Fair Value
$202.87
Current Price
$180.94
$21.93 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
ROE of 3.0% — below average capital efficiency
5.9% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
ROE of 3.9% — below average capital efficiency
4.2% margin — thin
Earnings declined 31.4%
Comparative Analysis Report
WallStSmart ResearchBull Case : ALC
The strongest argument for ALC centers on Price/Book, Debt/Equity. PEG of 1.18 suggests the stock is reasonably priced for its growth.
Bull Case : BDX
The strongest argument for BDX centers on Price/Book. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bear Case : ALC
The primary concerns for ALC are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 50.5x leaves little room for execution misses.
Bear Case : BDX
The primary concerns for BDX are P/E Ratio, Return on Equity, Profit Margin. Thin 4.2% margins leave little buffer for downturns.
Key Dynamics to Monitor
ALC carries more volatility with a beta of 0.70 — expect wider price swings.
ALC is growing revenue faster at 8.7% — sustainability is the question.
BDX generates stronger free cash flow (509M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BDX scores higher overall (52/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Alcon AG
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Alcon, Inc., an eye care company, researches, develops, manufactures, distributes and sells eye care products for eye care professionals and their patients around the world. The company is headquartered in Geneva, Switzerland.
Visit Website →Becton Dickinson and Company
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Becton, Dickinson and Company, also known as BD, is an American multinational medical technology company that manufactures and sells medical devices, instrument systems, and reagents. BD also provides consulting and analytics services in certain geographies.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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