Becton Dickinson and Company (BDX)vsEnvista Holdings Corp (NVST)
BDX
Becton Dickinson and Company
$158.27
+1.51%
HEALTHCARE · Cap: $56.49B
NVST
Envista Holdings Corp
$26.14
+0.42%
HEALTHCARE · Cap: $4.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 706% more annual revenue ($21.92B vs $2.72B). BDX leads profitability with a 8.0% profit margin vs 1.7%. BDX trades at a lower P/E of 25.5x. BDX earns a higher WallStSmart Score of 61/100 (C+).
BDX
Buy61
out of 100
Grade: C+
NVST
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.9%
Fair Value
$286.42
Current Price
$158.27
$128.15 discount
Margin of Safety
-131.0%
Fair Value
$13.10
Current Price
$26.14
$13.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 28.6% YoY
Reasonable price relative to book value
15.0% revenue growth
Earnings expanding 31.5% YoY
Areas to Watch
Moderate valuation
1.6% revenue growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
ROE of 1.6% — below average capital efficiency
1.7% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BDX
The strongest argument for BDX centers on Market Cap, Price/Book, EPS Growth. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : NVST
The strongest argument for NVST centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 15.0% demonstrates continued momentum.
Bear Case : BDX
The primary concerns for BDX are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : NVST
The primary concerns for NVST are Return on Equity, Profit Margin, P/E Ratio. A P/E of 93.0x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
NVST carries more volatility with a beta of 0.95 — expect wider price swings.
NVST is growing revenue faster at 15.0% — sustainability is the question.
BDX generates stronger free cash flow (549M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BDX scores higher overall (61/100 vs 56/100). 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.
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 →Envista Holdings Corp
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Envista Holdings Corporation, develops, manufactures and markets dental products in the United States and internationally. The company is headquartered in Brea, California.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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