Baxter International Inc (BAX)vsBecton Dickinson and Company (BDX)
BAX
Baxter International Inc
$17.53
-2.56%
HEALTHCARE · Cap: $9.05B
BDX
Becton Dickinson and Company
$143.15
-4.20%
HEALTHCARE · Cap: $43.60B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 94% more annual revenue ($21.92B vs $11.32B). BDX leads profitability with a 8.0% profit margin vs -9.7%. BDX appears more attractively valued with a PEG of 1.12. BDX earns a higher WallStSmart Score of 63/100 (C+).
BAX
Buy51
out of 100
Grade: C-
BDX
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.1%
Fair Value
$60.34
Current Price
$17.53
$42.81 discount
Margin of Safety
+25.3%
Fair Value
$241.89
Current Price
$143.15
$98.74 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 237.9% YoY
Reasonable price relative to book value
Earnings expanding 28.6% YoY
Areas to Watch
2.9% revenue growth
Grey zone — moderate risk
Elevated debt levels
Expensive relative to growth rate
Moderate valuation
1.6% revenue growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BAX
The strongest argument for BAX centers on Price/Book, EPS Growth.
Bull Case : BDX
The strongest argument for BDX centers on Price/Book, EPS Growth. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bear Case : BAX
The primary concerns for BAX are Revenue Growth, Altman Z-Score, Debt/Equity. Debt-to-equity of 1.60 is elevated, increasing financial risk.
Bear Case : BDX
The primary concerns for BDX are P/E Ratio, Revenue Growth, Return on Equity.
Key Dynamics to Monitor
BAX profiles as a turnaround stock while BDX is a value play — different risk/reward profiles.
BAX carries more volatility with a beta of 0.62 — expect wider price swings.
BAX is growing revenue faster at 2.9% — sustainability is the question.
BDX generates stronger free cash flow (546M), providing more financial flexibility.
Bottom Line
BDX scores higher overall (63/100 vs 51/100). BAX offers better value entry with a 63.1% margin of safety. 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.
Baxter International Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Baxter International Inc. is an American multinational health care company with headquarters in Deerfield, Illinois. The company primarily focuses on products to treat hemophilia, kidney disease, immune disorders and other chronic and acute medical conditions.
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
Want to dig deeper into these stocks?