BECTON, DICKINSON AND COMPANY vs Medtronic plc, two Medical Devices stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BDX and MDT diverge most: on net margin, BDX reads 4.5% and MDT reads 13.9%; on return on assets, BDX reads 1.9% and MDT reads 5.6%. The rest of the comparable metrics sit closer together. On valuation, today's BDX price has a different growth bar priced in than MDT (+9.0% implied for BDX vs +3.2% for MDT); 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 MDT'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 | MDT |
|---|---|---|
| Price | $183.72 | $88.48 |
| Market cap | $50.6B | $113.7B |
| Sector | Medical Devices | Medical Devices |
| Stage | Mature | Mature |
| Implied growth (priced in) | +9.0% | +3.2% |
| P/E | 55.5 | 21.8 |
| P/B | 2.07 | 2.24 |
| P/S | 2.43 | 3.03 |
| EV/EBITDA | 16.1 | 14.4 |
| Revenue growth | +5.2% | +9.8% |
| Operating margin | 13.3% | 18.1% |
| Net margin | 4.5% | 13.9% |
| Return on equity | 3.9% | 10.3% |
| Return on assets | 1.9% | 5.6% |
| Return on invested capital | 4.0% | 7.2% |
| FCF yield | 7.6% | 5.4% |
| Dividend yield | 2.3% | 3.2% |
| Debt / equity | 0.69 | 0.55 |
| Current ratio | 0.87 | 2.07 |
| Altman Z (solvency) | 6.91 | 2.73 |
| Piotroski F (quality) | 8 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.