BDX vs TMO Stock Comparison: AI Score, Valuation, Performance and Upside
Becton Dickinson and Thermo Fisher Scientific are both major life sciences companies, but Becton Dickinson focuses on medical supplies, devices, and diagnostic systems used primarily in clinical and hospital settings, while Thermo Fisher Scientific provides a broader range of scientific instruments, reagents, and services used across pharmaceutical research and biotechnology manufacturing.
Becton Dickinson offers exposure to stable, recurring medical supplies and diagnostics demand from hospitals, while Thermo Fisher Scientific offers exposure to broader life sciences research and manufacturing spending alongside an active acquisition strategy. Consider whether you prefer Becton Dickinson's clinical-focused stability or Thermo Fisher's broader life sciences growth exposure.
TMO holds the edge across 3 of 5 key metrics in this comparison. TMO has delivered stronger 1-year price return (+19.62% vs +5.68%), though BDX has the better forward P/E setup (13.38x vs 22.62x for TMO). TMO leads on both revenue growth (10.50%) and operating margin (18.75%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for BDX (+10.02%) than for TMO (+1.49%).
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
- Want exposure to stable, recurring demand for essential medical supplies and diagnostics
- Value durable relationships with hospital and clinical laboratory customers
- Believe portfolio optimization efforts could unlock additional shareholder value
- Prefer a company with global manufacturing scale supporting consistent product supply
- Want broad exposure to pharmaceutical research and biotechnology manufacturing spending
- Value a recurring consumables and reagents revenue base alongside instrument sales
- Believe the active acquisition strategy will continue expanding capabilities and market reach
- Are comfortable with some sensitivity to biopharma research and development spending cycles
| Metric | BDX | TMO |
|---|---|---|
| AI scorei | 41.9 | 50.7 |
| AI ranki | #1189 | #478 |
| Latest closei | $196.39 | $684.84 |
| 1M returni | +6.84% | +1.46% |
| 3M returni | +23.58% | +22.40% |
| 6M returni | +30.73% | +46.32% |
| 1Y returni | +5.68% | +19.62% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | BDX | TMO |
|---|---|---|
| 1Y ago | $10.5K (+5.0%) started 2025-10-27 | $12.15K (+21.5%) started 2025-10-27 |
| 5Y ago | $9.16K (-8.4%) started 2021-10-27 | $11.38K (+13.8%) started 2021-10-27 |
| 10Y ago | $15.46K (+54.6%) started 2016-10-27 | $48.05K (+380.5%) started 2016-10-27 |
Hypothetical — past performance does not guarantee future results.
| Metric | BDX | TMO |
|---|---|---|
| Market capi | $48.44B | $230.05B |
| Trailing P/Ei | 30.77 | 33.45 |
| Forward P/Ei | 13.38 | 22.62 |
| Price/Salesi | N/A | 3.54 |
| EV/Revenuei | 2.87 | 5.80 |
| Analyst targeti | $195.67 | $631.42 |
| Target upsidei | +10.02% | +1.49% |
| Metric | BDX | TMO |
|---|---|---|
| Revenue growthi | 5.40% | 10.50% |
| Earnings growthi | -31.40% | 9.40% |
| EPS growthi | -31.40% | +9.40% |
| FCF margini | +19.92% | +13.46% |
| Operating margini | 15.73% | 18.75% |
| Profit margini | 4.19% | 15.04% |
| ROIC proxyi | 6.61% | 13.51% |
| Return on equityi | 6.61% | 13.51% |
| Dividend yieldi | 2.36% | 0.30% |
| Payout ratioi | 72.49% | 9.69% |
| Dividend growth streaki | No increase yet | No increase yet |
| Betai | 0.28 | 0.85 |
| Debt/equityi | 68.84 | 80.58 |
| Current ratioi | 0.86 | 1.55 |
| Quick ratioi | 0.33 | 1.01 |
Over the past year, BDX and TMO have moved weakly in the same direction (correlation of 0.34), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | BDX | TMO |
|---|---|---|---|
| 1Y | Growthi | +5.00% | +21.47% |
| CAGRi | +5.02% | +21.55% | |
| Volatilityi | 31.00% | 29.22% | |
| Sharpe ratioi | 0.17 | 0.66 | |
| Sortino ratioi | 0.23 | 1.00 | |
| Max drawdowni | 33.00% | 31.45% | |
| Current drawdowni | 6.49% | 1.67% | |
| Avg drawdowni | 15.55% | 12.26% | |
| Ulcer Indexi | 19.00% | 16.10% | |
| Max daily dropi | 17.22% | 9.20% | |
| Max wkly dropi | 16.86% | 11.02% | |
| 5Y | Growthi | -13.31% | +12.84% |
| CAGRi | -2.82% | +2.45% | |
| Volatilityi | 25.20% | 27.84% | |
| Sharpe ratioi | -0.16 | 0.06 | |
| Sortino ratioi | -0.21 | 0.10 | |
| Max drawdowni | 48.93% | 41.02% | |
| Current drawdowni | 28.72% | 1.67% | |
| Avg drawdowni | 18.45% | 18.09% | |
| Ulcer Indexi | 22.54% | 20.02% | |
| Max daily dropi | 18.13% | 9.20% | |
| Max wkly dropi | 20.00% | 13.18% | |
| 10Y | Growthi | +35.92% | +369.56% |
| CAGRi | +3.12% | +16.73% | |
| Volatilityi | 24.53% | 26.70% | |
| Sharpe ratioi | 0.07 | 0.55 | |
| Sortino ratioi | 0.09 | 0.80 | |
| Max drawdowni | 48.93% | 41.02% | |
| Current drawdowni | 28.72% | 1.67% | |
| Avg drawdowni | 13.14% | 11.20% | |
| Ulcer Indexi | 17.33% | 14.79% | |
| Max daily dropi | 18.13% | 9.20% | |
| Max wkly dropi | 20.00% | 13.18% |
| Category | BDX | TMO |
|---|---|---|
| Company | Becton, Dickinson and Company | Thermo Fisher Scientific Inc. |
| Sector | Healthcare | Healthcare |
| Industry | Medical Instruments & Supplies | Diagnostics & Research |
| Core business | A global medical technology company that manufactures medical supplies, devices, and diagnostic systems, including syringes, injection devices, and laboratory diagnostic equipment used across hospitals and clinical laboratories. | A global life sciences company providing scientific instruments, reagents, consumables, and services used in pharmaceutical research, biotechnology manufacturing, diagnostics, and academic research laboratories worldwide. |
| Investor focus | Diagnostics segment revenue growth, medical supplies demand stability, and portfolio optimization efforts including any planned business separations or divestitures. | Life sciences instrument and consumables demand recovery, biopharma customer research and development spending trends, and continued contribution from its active acquisition strategy. |
- Broad, essential medical supplies portfolio generates stable, recurring demand across hospitals and clinical settings worldwide
- Established diagnostics systems business benefits from durable relationships with clinical laboratory customers
- Global manufacturing scale supports consistent product supply and cost efficiency across its device portfolio
- Broad life sciences product and service portfolio serves nearly every stage of pharmaceutical and biotechnology research and manufacturing
- Recurring consumables and reagents revenue provides more stable demand alongside less predictable instrument sales
- Active acquisition strategy has historically expanded its capabilities and market reach across life sciences end markets
- Medical supplies pricing can face pressure from hospital purchasing group negotiations and cost containment efforts
- Portfolio optimization and business separation efforts introduce execution risk during transition periods
- Faces competition from other diversified medical device and diagnostics manufacturers across its product categories
- Revenue growth is sensitive to biopharma customer research and development spending, which can slow during industry funding downturns
- Instrument sales can be more cyclical than its recurring consumables and services revenue
- Continued acquisition-driven growth strategy carries integration execution risk across acquired businesses
Compare more than two at a time
This page is a fixed writeup on BDX and TMO. Our comparison engine is the interactive version: load up to five tickers, switch timeframes, and get the correlation, drawdown, and overlap analysis that a static page can't show.
Add three more names beside BDX and TMO, mixing stocks and ETFs in the same table — useful when the real question is which of a whole peer group to own.
AI score, forward P/E, analyst target upside, operating margin, and revenue growth are scored head-to-head, with a running tally of which ticker leads on how many metrics.
Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.
Pairwise daily-return correlation for every combination, so you can see whether two holdings actually diversify each other or just move together.
A scatter plot of forward P/E against return on equity, plus drawdown and 30-day rolling volatility charts, to separate what is cheap from what is merely beaten down.
For ETFs, a top-holdings comparison that exposes hidden overlap between funds. Every comparison exports to CSV for your own spreadsheet work.
Two comparisons a week are free without an account. A 14-day trial removes the limit and adds AI price forecasts, stock rankings, saved watchlists, and the intrinsic value calculator — no credit card required.
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Full valuation workup with AI Score, Monte Carlo forecast, and bull/bear case — free preview, premium data from $3.99.