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Becton Dickinson and Company(BDX)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL RECENCY
3-STAR RATING
STRONG BUY
BUY for 12 days
PROFIT SINCE LAST BUY
+5.72% ▲
LAST CLOSE
$211.88
11/06/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
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  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
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  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for BDX

11/06/2026: BDX (3-star) is a STRONG-BUY. BUY for 12 days. Simulated Profits (5.72%). Updated daily EoD!

Becton Dickinson is a global medical technology company that provides a wide range of essential diagnostic and medication management products. The company is known for its durable and stable business model, bolstered by a massive installed base of equipment that drives recurring revenue. Its primary investment story centers on leveraging this footprint to expand into high-growth diagnostic and digital health segments. While it maintains a leading market position, the company faces risks from intense healthcare pricing pressures and the integration of its complex product portfolio. It remains a suitable choice for value and dividend-focused investors seeking exposure to the stable, defensive medical device sector.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitThe company offers reliable, steady growth rather than explosive expansion.
Momentum investorMixed fitPrice performance is typically driven by long-term fundamentals rather than short-term rapid upturns.
Value investorStrong fitThe stock often trades at reasonable valuation multiples relative to its stable earnings power.
Dividend investorStrong fitA long history of consecutive dividend increases makes it a staple for income-focused portfolios.
Low-risk investorStrong fitThe essential nature of medical supplies provides a defensive cushion against economic downturns.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityLowThe stock is generally less volatile than the broader market due to its defensive healthcare nature.
Valuation riskMediumMarket pricing can sometimes lead to premium valuations that temper potential upside.
Competition risk (Medtech consolidation)Medium / highAggressive moves by competitors in the diagnostic space can threaten market share in key segments.
Business qualityStrongThe company's deep integration into hospital workflows provides a high-quality, durable franchise.
Dividend incomeStrongCommitment to decades of dividend growth ensures consistent, reliable income for shareholders.
Execution riskMediumSuccessfully integrating future acquisitions and managing complex supply chains is essential for long-term margins.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Smooth
PRICE STABILITY

Smooth

The stock has moved along a generally orderly path with only modest fluctuations.

Analysis of Past Performance

Type Stock
Historic Profit 13.72%
Avg. Invested days 45
Today’s Advisory Strong Buy
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 3.0
Stock Returns Performance Upturn Returns Performance icon 2.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/06/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
BDX receives a 3-star rating, supported by solid quantitative characteristics. The rating is constrained by weak price momentum, and limited analyst upside.

Company Fundamentals

★★★★★
BDX has moderate overall fundamentals (3 stars), with solid financial health, moderate growth momentum, and solid ownership. In FY2026 versus FY2025, strong cash generation (FCF margin 15.1%) is partially offset by negative earnings growth (-31.7%), negative revenue growth (-10.9%), soft profitability (net margin 5.9%).

Financial Health Rating

★★★★★
BDX's financial health is supported by strong cash strength, including free-cash-flow generation of $2.9B (15.1% of revenue). Profitability is moderate (3 stars), which helps explain the 4-star overall score.

Growth Momentum Score

★★★★★
Free-cash-flow growth is BDX's strongest growth driver at +9.9% FY2026 versus FY2025 (moderate, 3 stars). By comparison, while revenue growth (-10.9%, negative) and earnings growth (-31.7%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 99.1% and approximately 99.9% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership is only 0.43%, which materially reduces the ownership score.

Top 5 Institutional Investors

Arnhold & S. Bleichroeder Advisers, LLC 10.14%
BlackRock Inc 9.03%
Vanguard Capital Management, LLC 6.60%
State Street Corp 5.51%
Vanguard Portfolio Management, LLC 5.50%

Unit Economics (Per $1K Revenue)

★★★★★
BDX generates approximately $474 of gross profit, $116 of operating income, and $151 of free cash flow for every $1,000 of revenue. Based on FY2026 results. Moderate margins and strong cash conversion support a 3-star rating, while capital efficiency is weak.

Economic Dimensions

★★★★★
Effective Tax Rate: 21.50%

Quantitative Style Profile

★★★★★
BDX has a large-cap, liquid, relatively low-volatility profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Low VolatilityLarge / Mega Cap StabilityHighly Liquid / Institution-Friendly

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 57.71B USD
Price to earnings Ratio 41.87
1Y Target Price 195.57
Price to earnings Ratio 41.87
1Y Target Price 195.57
Volume (30-day avg) 1.8M shares
Beta 0.28
52 Weeks Range 134.94 - 214.88
Updated Date 11/08/2026
52 Weeks Range 134.94 - 214.88
Updated Date 11/08/2026
Dividends yield (FY) -
Basic EPS (TTM) 5.06

How Company Makes Money

Business areaWhat it includesRetail investor read
Medication Delivery SolutionsNeedles, syringes, and infusion technology.The foundation of the business providing recurring revenue through daily hospital usage.
Interventional SurgerySpecialized instruments for vascular and urology procedures.High-margin products that capitalize on complex medical procedures.
GeographyGlobal sales across North America, EMEA, and Asia.Well-diversified international presence reduces reliance on any single economy.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2026-11-05
When Before Market
Estimate 4.06
Actual 4.15

Profitability

Profit Margin 5.89%
Operating Margin (TTM) 21.63%

Management Effectiveness

Return on Assets (TTM) 3.59%
Return on Equity (TTM) 5.66%

Valuation

Trailing PE 41.87
Forward PE 15.92
Enterprise Value 73.33B
Price to Sales(TTM) 2.97
Enterprise Value 73.33B
Price to Sales(TTM) 2.97
Enterprise Value to Revenue 3.77
Enterprise Value to EBITDA 15.92
Shares Outstanding 272.39M
Shares Floating 272.22M
Shares Outstanding 272.39M
Shares Floating 272.22M
Percent Insiders 0.43
Percent Institutions 99.1

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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