Becton Dickinson and Company (BDX)vsTeleflex Incorporated (TFX)
BDX
Becton Dickinson and Company
$158.27
+1.51%
HEALTHCARE · Cap: $56.49B
TFX
Teleflex Incorporated
$108.18
+1.52%
HEALTHCARE · Cap: $4.71B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 1000% more annual revenue ($21.92B vs $1.99B). BDX leads profitability with a 8.0% profit margin vs -45.5%. TFX appears more attractively valued with a PEG of 0.16. TFX earns a higher WallStSmart Score of 67/100 (B-).
BDX
Buy61
out of 100
Grade: C+
TFX
Strong Buy67
out of 100
Grade: B-
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
-74.4%
Fair Value
$61.31
Current Price
$108.18
$46.87 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
Growing faster than its price suggests
Strong operational efficiency at 40.6%
Earnings expanding 64.1% YoY
Reasonable price relative to book value
19.4% revenue growth
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
Premium valuation, high expectations priced in
Currently unprofitable
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 : TFX
The strongest argument for TFX centers on PEG Ratio, Operating Margin, EPS Growth. Revenue growth of 19.4% demonstrates continued momentum. PEG of 0.16 suggests the stock is reasonably priced for its growth.
Bear Case : BDX
The primary concerns for BDX are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TFX
The primary concerns for TFX are Return on Equity, P/E Ratio, Profit Margin. A P/E of 81.3x leaves little room for execution misses.
Key Dynamics to Monitor
BDX profiles as a value stock while TFX is a growth play — different risk/reward profiles.
TFX carries more volatility with a beta of 0.86 — expect wider price swings.
TFX is growing revenue faster at 19.4% — sustainability is the question.
BDX generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
TFX scores higher overall (67/100 vs 61/100) and 19.4% revenue growth. BDX offers better value entry with a 36.9% margin of safety. Both earn "Strong 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 →Teleflex Incorporated
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Teleflex Incorporated, headquartered in Wayne, Pennsylvania, is an American provider of specialty medical devices for a range of procedures in critical care and surgery.
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