Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
BDX
STRONG BUYAPPROVEBecton, Dickinson and Company · Healthcare · United States · $43.1B · Avg Vol: $384M/d
Becton Dickinson clears the calibrated bar. All three legs are above the floor (Q56 V67 M60) and an active buyback provides the required corroboration. Nothing adverse survives the evidence test: the only insider figure on file is selling that rounds to 0.00% of shares outstanding, which the framework treats as unusable rather than adverse, and there is no negative earnings revision. Medical device demand is defensive, with a large recurring consumables base insulated from the squeezed-consumer theme.
COMPANY DESCRIPTION
Becton, Dickinson and Company (BD) is a global medical technology company developing, manufacturing, and selling medical devices, instrument systems, and reagents. BD is a market leader in critical healthcare segments like medication management, infection prevention, and diagnostic systems, supported by a vast intellectual property portfolio and global distribution. It is a highly diversified and essential supplier to the global healthcare industry, known for its broad product portfolio and significant installed base.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 18.9B | 19.4B | 20.2B | 21.8B | 5.0% | 22.2B | 19.2B | 19.7B | -5.0% |
| EPS | 5.93 | 4.97 | 5.96 | 5.83 | -0.6% | 5.59 | 5.08 | 5.43 | -3.5% |
| Shares | 283.4M | 290.4M | 289.1M | 285.4M | +0.7% | 275.5M | — | — | — |
| Debt | 16.1B | 15.9B | 20.1B | 19.2B | 6.1% | 17.3B | — | — | — |
| Equity | 25.3B | 25.8B | 25.9B | 25.4B | 0.1% | — | — | — | — |
| Op CF | 2.6B | 3.0B | 3.8B | 3.4B | 9.2% | 3.8B | — | — | — |
| Inv CF | -3.2B | -716.0M | -5.5B | -818.0M | — | — | — | — | — |
| Fin CF | -591.0M | -2.0B | 2.1B | -3.6B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of BDX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| BDX | Becton, Dickinson and Company(you) | $43.1B | 90 | STRONG BUY |
| RMD.AX | ResMed Inc. | $29.0B | 93 | STRONG BUY |
| WST | West Pharmaceutical Services, Inc. | $23.1B | 77 | BUY |
| ALGN | Align Technology, Inc. | $12.0B | 93 | STRONG BUY |
| SOLV | Solventum Corporation | $13.5B | 80 | BUY |
| ISRG | Intuitive Surgical, Inc. | $120.9B | 66 | BUY |
| BAX | Baxter International Inc. | $11.6B | 71 | BUY |
| NVST | Envista Holdings Corporation | $4.3B | 90 | STRONG BUY |
| ATR | AptarGroup, Inc. | $8.4B | 74 | BUY |
| ICUI | ICU Medical, Inc. | $3.9B | 83 | STRONG BUY |
Peer medians: ROE -25.7% · P/E 27.9x · Gross margin 50.8%