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NYSE:BDX

Becton Dickinson (BDX)

188.13
-2.08 (1.09%)
as of Aug 27, 2026, 8:00:00 pm Market Open.
132 watching
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Investor Insights
star iconAug 27, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Becton Dickinson (BDX) is undergoing significant transformation as it recently spun off its life sciences business and merged with Waters Corporation (WAT), shifting focus towards becoming a pure-play medical technology company. This strategic move aims to enhance growth and profitability within higher-margin areas. However, analysts have revised earnings projections downward, forecasting $12.50 EPS for 2026 compared to the previous estimate of $15. While operating margin expectations have risen to 25%, the inherent risks associated with such structural changes warrant a cautious approach. Despite a relatively inexpensive valuation at 14x, expert opinions reflect a wait-and-see attitude, with one analyst expressing reluctance to invest in turnaround scenarios, preferring investments with more certain outcomes. The anticipated price target remains optimistic at $200.

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Consensus
Cautious
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Valuation
Fair Value
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Manufactures medical devices. Looking for it to earn about $5.50 next year. Very steady, highly predictable.
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Just recently purchased this. Has good revision and good valuation in the healthcare space. Products include syringes, monitors, catheters, etc. which healthcare services are in constant need of. Good growth and demand even when everything else is weak. Have some concerns on foreign exchange and margin issues because of increase in costs of raw materials. Expecting about 10% earnings growth in 2009, which is a great earnings profile.
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If you go to a hospital in the US and look around, everywhere you go you see their products. There is a lot of concern that hospitals are not going to be able to spend the money that they have in the past so the stock has come down a long ways.
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Hospital supplies such as syringes, tests of blood supplies, etc. Off the radar on healthcare reform and pricing reform. Well diversified geographically with about 65% outside the US. Trading at 14 X earnings and looking at 12% growth.
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Hospital supplies. 16-18% growth in earnings over the last 10 years and expected to do the same in the next 5. Not expected to be impacted by the health care costs in the US. Strong balance sheet.
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Hospital supply company as well as doing a lot of diagnostics testing. Had disappointing performance in the near term, but she likes it longer term. Growing at 18% to 17% with 60% to 70% of its profits outside of North America.
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Great international company.
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Medical supplies. Long time favourite. Unlike big pharma, has been delivering in terms of earnings 1st quarter was up almost 18%, well above expectations. Should continue to generate great returns, probably in the 10% to 12% range. Great international exposure.
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A leader in medical supplies with the main product being needles. Great stock and great company but right now, the valuation is not there.
PAST TOP PICK
(A Top Pick Mar 14/07. Up 15% including dividends.) Hospital supplies. Great company, but not well followed or well known. Well diversified with 60% revenues outside of North America. Good R&D. Trades at about 18X earnings. Still a Buy.
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A hospital supply manufacturer. Very solid, 15% plus earnings growth. Continue to like it. Will continue to deliver in a low tech safe way.
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(A Top Pick Aug 21/06. Up 14.5%.) Medical supplies. A low-tech way of playing the increased demand for health care.
TOP PICK
A play on baby boom generation needing more medical care. Provides syringes, needles and hospital supplies. Strong presence in the diabetic sector. Makes about 23% ROE.
TOP PICK
A hospital supply company. Generally likes the demographic play of healthcare and this is a kind of low-tech way of playing it. The company also has a very strong diabetes section which is a big growth area in the US. Good dividend.
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