Becton Dickinson and Company (BDX)vsLumentum Holdings Inc (LITE)
BDX
Becton Dickinson and Company
$149.43
-2.50%
HEALTHCARE · Cap: $43.60B
LITE
Lumentum Holdings Inc
$903.80
+1.26%
TECHNOLOGY · Cap: $69.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 781% more annual revenue ($21.92B vs $2.49B). LITE leads profitability with a 17.7% profit margin vs 8.0%. LITE appears more attractively valued with a PEG of 0.63. LITE earns a higher WallStSmart Score of 74/100 (B).
BDX
Buy63
out of 100
Grade: C+
LITE
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+25.4%
Fair Value
$242.22
Current Price
$149.43
$92.79 discount
Intrinsic value data unavailable for LITE.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Earnings expanding 28.6% YoY
Revenue surging 90.1% year-over-year
Earnings expanding 71.1% YoY
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Growing faster than its price suggests
Strong operational efficiency at 21.8%
Areas to Watch
Moderate valuation
1.6% revenue growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
Premium valuation, high expectations priced in
Trading at 76.2x book value
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BDX
The strongest argument for BDX centers on Price/Book, EPS Growth. PEG of 1.12 suggests the stock is reasonably priced for its growth.
Bull Case : LITE
The strongest argument for LITE centers on Revenue Growth, EPS Growth, Market Cap. Profitability is solid with margins at 17.7% and operating margin at 21.8%. Revenue growth of 90.1% demonstrates continued momentum.
Bear Case : BDX
The primary concerns for BDX are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : LITE
The primary concerns for LITE are P/E Ratio, Price/Book, Altman Z-Score. A P/E of 156.3x leaves little room for execution misses.
Key Dynamics to Monitor
BDX profiles as a value stock while LITE is a growth play — different risk/reward profiles.
LITE carries more volatility with a beta of 1.53 — expect wider price swings.
LITE is growing revenue faster at 90.1% — sustainability is the question.
BDX generates stronger free cash flow (549M), providing more financial flexibility.
Bottom Line
LITE scores higher overall (74/100 vs 63/100), backed by strong 17.7% margins and 90.1% revenue growth. BDX offers better value entry with a 25.4% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Becton Dickinson and Company
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Becton, Dickinson and Company, also known as BD, is an American multinational medical technology company that manufactures and sells medical devices, instrument systems, and reagents. BD also provides consulting and analytics services in certain geographies.
Visit Website →Lumentum Holdings Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Lumentum Holdings Inc. manufactures and sells optical and photonic products in the Americas, Asia-Pacific, Europe, the Middle East, and Africa. The company is headquartered in San Jose, California.
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