BECTON, DICKINSON AND COMPANY vs GE HEALTHCARE TECHNOLOGIES INC., two Medical Devices stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BDX and GEHC diverge most: on dividend yield, BDX reads 2.3% and GEHC reads 0.2%; on return on equity, BDX reads 3.9% and GEHC reads 17.9%. The rest of the comparable metrics sit closer together. On valuation, today's BDX price has a different growth bar priced in than GEHC (+9.0% implied for BDX vs +4.6% for GEHC); the higher figure is the steeper assumption to clear, not a better or worse stock. What BDX's price implies is a bet that sits within the historical range (whole-company basis). What GEHC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BDX | GEHC |
|---|---|---|
| Price | $183.72 | $65.75 |
| Market cap | $50.6B | $30.0B |
| Sector | Medical Devices | Medical Devices |
| Stage | Mature | Mature |
| Implied growth (priced in) | +9.0% | +4.6% |
| P/E | 55.5 | 15.8 |
| P/B | 2.07 | 2.81 |
| P/S | 2.43 | 1.43 |
| EV/EBITDA | 16.1 | 12.5 |
| Revenue growth | +5.2% | +5.9% |
| Gross margin | — | 38.5% |
| Operating margin | 13.3% | 10.0% |
| Net margin | 4.5% | 9.1% |
| Return on equity | 3.9% | 17.9% |
| Return on assets | 1.9% | 5.1% |
| Return on invested capital | 4.0% | 10.4% |
| FCF yield | 7.6% | 6.2% |
| Dividend yield | 2.3% | 0.2% |
| Debt / equity | 0.69 | 0.95 |
| Current ratio | 0.87 | 1.22 |
| Altman Z (solvency) | 6.91 | 1.57 |
| Piotroski F (quality) | 8 / 9 | 4 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.