Becton Dickinson and Company (BDX)vsTradeweb Markets Inc (TW)
BDX
Becton Dickinson and Company
$158.27
+1.51%
HEALTHCARE · Cap: $56.49B
TW
Tradeweb Markets Inc
$119.95
-2.74%
FINANCIAL SERVICES · Cap: $26.94B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 969% more annual revenue ($21.92B vs $2.05B). TW leads profitability with a 39.6% profit margin vs 8.0%. BDX appears more attractively valued with a PEG of 1.16. TW earns a higher WallStSmart Score of 67/100 (B-).
BDX
Buy61
out of 100
Grade: C+
TW
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
+34.8%
Fair Value
$176.44
Current Price
$119.95
$56.49 discount
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
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 42.4%
Earnings expanding 128.8% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Moderate valuation
1.6% revenue growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
Premium valuation, high expectations priced in
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 : TW
The strongest argument for TW centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.6% and operating margin at 42.4%. Revenue growth of 12.5% demonstrates continued momentum.
Bear Case : BDX
The primary concerns for BDX are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : TW
The primary concerns for TW are P/E Ratio, PEG Ratio.
Key Dynamics to Monitor
BDX profiles as a value stock while TW is a mature play — different risk/reward profiles.
TW carries more volatility with a beta of 0.78 — expect wider price swings.
TW is growing revenue faster at 12.5% — sustainability is the question.
BDX generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
TW scores higher overall (67/100 vs 61/100), backed by strong 39.6% margins and 12.5% 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 →Tradeweb Markets Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.
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