Professional
Added to YB: 2025-11-17
Pitch date: 2025-11-11
BDX [bullish]
Becton, Dickinson and Company
+1.54%
current return
Author Info
No bio for this author
Company Info
Becton, Dickinson and Company develops, manufactures, and sells medical supplies, devices, laboratory equipment, and diagnostic products for healthcare institutions, physicians, life science researchers, clinical laboratories, pharmaceutical industry, and the general public worldwide.
Market Cap
$55.3B
Pitch Price
$190.12
Price Target
300.00 (+56%)
Dividend
2.15%
EV/EBITDA
13.11
P/E
33.17
EV/Sales
3.38
Sector
Health Care Equipment and Supplies
Category
value
Hinde Group New Position: Becton, Dickinson and Company
BDX (new position): Medical tech co w/ monopoly-like market shares, 54.7% gross margin, 25% op margin, 40%+ ROIC. Spinning off $3.3B Biosciences unit to WAT for $18.8B (~$65/BDX share) by Q1 2026. Trading <10x pro forma FY26 EPS vs fair value ~$300/share. $4B cash for buybacks, analyst day 2026 catalyst.
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