
NYSE:BDX
This summary was created by AI, based on 1 opinions in the last 12 months.
Becton Dickinson (BDX-N) has undergone significant structural changes recently, including the spin-off of its life sciences business, which is now merged with WAT. This strategic shift positions BDX as a dedicated medical technology company, aiming to focus on higher-growth and higher-margin sectors. While the company's previous earnings per share (EPS) target for 2026 was $15, it has now adjusted this figure to $12.50. However, BDX's operating margin expectations have improved significantly, increasing from 21% to 25%. With the stock currently trading at a relatively cheap 14 times earnings, analysts remain cautious but optimistic, indicated by a price target of $200.00, describing the company as a wait-and-see opportunity due to the new risks associated with these changes.
"Canadian Tire" of healthcare products for clinics and medical offices. Products are one-use only. Elective surgeries have been cancelled, so stock has not done much. Will shine in post-Covid era. Yield is 1.38%. (Analysts’ price target is $272.31)
Healthcare gets knocked down before an election so there is a constant battle at this time of year and then it disappears after the election. This is a great company and continues to do well and you should own it or SYK-N, which he owns.
BDX vs. BSX Owns Boston Scientific instead, with a strong history of execution. One-time events threw off that execution. Hospital procedures are coming back, which will benefit the entire industry. BSX is better known for innovation.
Allan Tong’s Discover Picks The pandemic helped BDX, since most of its products are disposable. Then again, during the spring lockdown, surgeries were cancelled across the board, so use of BDX's products nearly halted. Its chart this year has been rocky, though earlier this month, the stock returned to previous highs above $280 while it has met or narrowly beat its EPS in the past four quarters. BDX continues to be profitable at a margin of 7.13% and a 15.41% five-year average revenue growth. Forward PE stands at 20.44x and it pays a dividend of 1.2%. Read BDX, BSX, ISRG and Stryker Stock: Top 4 Medical Supply Stocks for our full analysis.