Becton Dickinson and Company (BDX)vsRepligen Corporation (RGEN)
BDX
Becton Dickinson and Company
$158.27
+1.51%
HEALTHCARE · Cap: $56.49B
RGEN
Repligen Corporation
$114.32
-1.70%
HEALTHCARE · Cap: $6.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 2870% more annual revenue ($21.92B vs $738.26M). BDX leads profitability with a 8.0% profit margin vs 6.6%. BDX appears more attractively valued with a PEG of 1.16. BDX earns a higher WallStSmart Score of 61/100 (C+).
BDX
Buy61
out of 100
Grade: C+
RGEN
Hold45
out of 100
Grade: D+
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
-246.3%
Fair Value
$40.25
Current Price
$114.32
$74.07 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
18.1% revenue growth
Areas to Watch
Moderate valuation
1.6% revenue growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
1.6% earnings growth
ROE of 2.4% — below average capital efficiency
6.6% margin — thin
Expensive relative to growth rate
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 : RGEN
The strongest argument for RGEN centers on Revenue Growth. Revenue growth of 18.1% demonstrates continued momentum.
Bear Case : BDX
The primary concerns for BDX are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : RGEN
The primary concerns for RGEN are EPS Growth, Return on Equity, Profit Margin. A P/E of 135.2x leaves little room for execution misses.
Key Dynamics to Monitor
BDX profiles as a value stock while RGEN is a growth play — different risk/reward profiles.
RGEN carries more volatility with a beta of 1.18 — expect wider price swings.
RGEN is growing revenue faster at 18.1% — sustainability is the question.
BDX generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
BDX scores higher overall (61/100 vs 45/100). 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 →Repligen Corporation
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Repligen Corporation develops and markets bioprocessing systems and technologies for use in the biologic drug manufacturing process in North America, Europe, Asia Pacific, and internationally. The company is headquartered in Waltham, Massachusetts.
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