Becton Dickinson and Company (BDX)vsICU Medical Inc (ICUI)
BDX
Becton Dickinson and Company
$177.85
+0.81%
HEALTHCARE · Cap: $48.05B
ICUI
ICU Medical Inc
$156.48
-0.50%
HEALTHCARE · Cap: $4.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 941% more annual revenue ($22.48B vs $2.16B). BDX leads profitability with a 4.2% profit margin vs 1.4%. ICUI appears more attractively valued with a PEG of 0.08. BDX earns a higher WallStSmart Score of 52/100 (C-).
BDX
Buy52
out of 100
Grade: C-
ICUI
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.1%
Fair Value
$203.14
Current Price
$177.85
$25.29 discount
Margin of Safety
+53.7%
Fair Value
$319.32
Current Price
$156.48
$162.84 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 3.9% — below average capital efficiency
4.2% margin — thin
Earnings declined 31.4%
0.5% revenue growth
Distress zone — elevated risk
ROE of 2.2% — below average capital efficiency
1.4% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BDX
The strongest argument for BDX centers on Price/Book. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bull Case : ICUI
The strongest argument for ICUI centers on PEG Ratio, Price/Book. PEG of 0.08 suggests the stock is reasonably priced for its growth.
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.
Bear Case : ICUI
The primary concerns for ICUI are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 135.3x leaves little room for execution misses. Thin 1.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
ICUI carries more volatility with a beta of 0.76 — expect wider price swings.
BDX is growing revenue faster at 5.4% — 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 50/100). ICUI offers better value entry with a 53.7% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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 →ICU Medical Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ICU Medical, Inc. develops, manufactures and sells medical devices used in infusion therapy and critical care applications worldwide. The company is headquartered in San Clemente, California.
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