Becton Dickinson and Company (BDX)vsSolventum Corp. (SOLV)
BDX
Becton Dickinson and Company
$158.27
+1.51%
HEALTHCARE · Cap: $56.49B
SOLV
Solventum Corp.
$64.64
+0.95%
HEALTHCARE · Cap: $11.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 163% more annual revenue ($21.92B vs $8.32B). SOLV leads profitability with a 18.7% profit margin vs 8.0%. BDX appears more attractively valued with a PEG of 1.16. SOLV earns a higher WallStSmart Score of 70/100 (B-).
BDX
Buy61
out of 100
Grade: C+
SOLV
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.9%
Fair Value
$286.42
Current Price
$158.27
$128.15 discount
Margin of Safety
+80.4%
Fair Value
$415.58
Current Price
$64.64
$350.94 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 28.6% YoY
Attractively priced relative to earnings
Every $100 of equity generates 39 in profit
Earnings expanding 100.8% YoY
Reasonable price relative to book value
Areas to Watch
Moderate valuation
1.6% revenue growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
Elevated debt levels
Weak financial health signals
Revenue declined 3.7%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BDX
The strongest argument for BDX centers on Market Cap, Price/Book, EPS Growth. PEG of 1.16 suggests the stock is reasonably priced for its growth.
Bull Case : SOLV
The strongest argument for SOLV centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 18.7% and operating margin at 7.0%. PEG of 1.22 suggests the stock is reasonably priced for its growth.
Bear Case : BDX
The primary concerns for BDX are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : SOLV
The primary concerns for SOLV are Debt/Equity, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
BDX profiles as a value stock while SOLV is a declining play — different risk/reward profiles.
BDX is growing revenue faster at 1.6% — sustainability is the question.
BDX generates stronger free cash flow (549M), providing more financial flexibility.
Monitor MEDICAL INSTRUMENTS & SUPPLIES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SOLV scores higher overall (70/100 vs 61/100), backed by strong 18.7% margins. BDX offers better value entry with a 36.9% 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 →Solventum Corp.
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
Solventum Corporation, a healthcare company, engages in the developing, manufacturing, and commercializing a portfolio of solutions to address critical customer and patient needs. The company is headquartered in Saint Paul, Minnesota.
Visit Website →Compare with Other MEDICAL INSTRUMENTS & SUPPLIES Stocks
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