Becton, Dickinson and Company Q4: Shifting To High-Growth Areas

Lighting Rock Research
2.03K Followers
(5min)

Summary

  • Becton, Dickinson and Company is projected to achieve 8.8%-9.3% revenue growth in FY25, driven by new product launches and the APM business.
  • The acquisition of Edwards Lifesciences' Critical Care product group is expected to significantly boost BD's Advanced Patient Monitoring segment.
  • BD plans to reduce debt leverage to 2.5x and repurchase $1 billion in shares, enhancing financial stability and shareholder value.
  • Despite potential headwinds from China, BD's shift towards high-growth areas and steady margin expansion supports a “Buy” rating with a $270 fair value.

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In my previous “Buy” rating in September 2024, I discussed Becton, Dickinson and Company’s (NYSE:BDX) growth potential in the GLP-1 drug delivery market. The company delivered 4.2% constant revenue growth in FY24, and is guiding for 8.8%-9.3% revenue growth

This article was written by

2.03K Followers
I am a growth-oriented investor, conducting fundamental research. Long-term focus, independent thinking. I prefer companies with deep moats and high recurring sales growth.

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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