Becton Dickinson and Company (BDX)vsWest Pharmaceutical Services Inc (WST)
BDX
Becton Dickinson and Company
$180.94
-0.24%
HEALTHCARE · Cap: $48.05B
WST
West Pharmaceutical Services Inc
$362.31
-1.17%
HEALTHCARE · Cap: $23.93B
Smart Verdict
WallStSmart Research — data-driven comparison
Becton Dickinson and Company generates 576% more annual revenue ($22.48B vs $3.33B). WST leads profitability with a 17.0% profit margin vs 4.2%. BDX appears more attractively valued with a PEG of 1.11. WST earns a higher WallStSmart Score of 61/100 (C+).
BDX
Buy52
out of 100
Grade: C-
WST
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.0%
Fair Value
$202.87
Current Price
$180.94
$21.93 discount
Margin of Safety
-45.7%
Fair Value
$168.92
Current Price
$362.31
$193.39 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Strong operational efficiency at 22.5%
Areas to Watch
Premium valuation, high expectations priced in
ROE of 3.9% — below average capital efficiency
4.2% margin — thin
Earnings declined 31.4%
Trading at 8.5x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BDX
The strongest argument for BDX centers on Price/Book. PEG of 1.11 suggests the stock is reasonably priced for its growth.
Bull Case : WST
The strongest argument for WST centers on Altman Z-Score, Debt/Equity, Operating Margin. Profitability is solid with margins at 17.0% and operating margin at 22.5%. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : BDX
The primary concerns for BDX are P/E Ratio, Return on Equity, Profit Margin. Thin 4.2% margins leave little buffer for downturns.
Bear Case : WST
The primary concerns for WST are Price/Book, PEG Ratio, P/E Ratio. A P/E of 43.5x leaves little room for execution misses.
Key Dynamics to Monitor
BDX profiles as a value stock while WST is a mature play — different risk/reward profiles.
WST carries more volatility with a beta of 1.14 — expect wider price swings.
WST is growing revenue faster at 13.8% — sustainability is the question.
BDX generates stronger free cash flow (509M), providing more financial flexibility.
Bottom Line
WST scores higher overall (61/100 vs 52/100), backed by strong 17.0% margins and 13.8% revenue growth. Both earn "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 →West Pharmaceutical Services Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
West Pharmaceutical Services, Inc. is a designer and manufacturer of injectable pharmaceutical packaging and delivery systems. The company is headquartered in Exton, Pennsylvania.
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