Becton Dickinson and Company (BDX)vsWest Pharmaceutical Services Inc (WST)
BDX
Becton Dickinson and Company
$144.17
-1.47%
HEALTHCARE · Cap: $42.47B
WST
West Pharmaceutical Services Inc
$300.18
-0.17%
HEALTHCARE · Cap: $21.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 581% more annual revenue ($21.92B vs $3.22B). WST leads profitability with a 16.9% profit margin vs 8.0%. BDX appears more attractively valued with a PEG of 1.16. WST earns a higher WallStSmart Score of 67/100 (B-).
BDX
Buy63
out of 100
Grade: C+
WST
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.5%
Fair Value
$242.57
Current Price
$144.16
$98.41 discount
Margin of Safety
-32.8%
Fair Value
$185.39
Current Price
$300.18
$114.79 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 28.6% YoY
Earnings expanding 56.1% YoY
Safe zone — low bankruptcy risk
Strong operational efficiency at 21.7%
Revenue surging 21.0% year-over-year
Areas to Watch
1.6% revenue growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BDX
The strongest argument for BDX centers on Price/Book, EPS Growth. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : WST
The strongest argument for WST centers on EPS Growth, Altman Z-Score, Operating Margin. Profitability is solid with margins at 16.9% and operating margin at 21.7%. Revenue growth of 21.0% demonstrates continued momentum.
Bear Case : BDX
The primary concerns for BDX are Revenue Growth, Return on Equity, Altman Z-Score.
Bear Case : WST
The primary concerns for WST are PEG Ratio, P/E Ratio. A P/E of 40.1x leaves little room for execution misses.
Key Dynamics to Monitor
BDX profiles as a value stock while WST is a growth play — different risk/reward profiles.
WST carries more volatility with a beta of 1.15 — expect wider price swings.
WST is growing revenue faster at 21.0% — sustainability is the question.
BDX generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
WST scores higher overall (67/100 vs 63/100), backed by strong 16.9% margins and 21.0% revenue growth. BDX offers better value entry with a 25.5% 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 →West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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