Becton Dickinson & Co vs Resmed Inc

Becton Dickinson & Co (BDX) is fairly valued and Resmed Inc (RMD) is slightly undervalued.

Against our estimates of intrinsic value, RMD trades at the wider discount: a margin of safety of +7%, against +4% for BDX.

Values as of the 22 Sept 2026 close.

Becton Dickinson & Co (BDX)

Discounting its cash flows at 7.0% (average of 3 methods) values the shares at $190.08; the price of $183.00 is 4% below that value, and 83% of that value comes from beyond year five.

Leak Score 34/100 on 9 of 12 signals

Resmed Inc (RMD)

Discounting its cash flows at 9.0% (average of 3 methods) values the shares at $239.56; the price of $221.97 is 7% below that value, and 76% of that value comes from beyond year five.

Leak Score 75/100 on 10 of 12 signals

MetricBDXRMD
VerdictFairly valuedSlightly undervalued
Price$183.00$221.97
Intrinsic value$190.08$239.56
Margin of safety+4%+7%
Leak Score34/100 (9/12)75/100 (10/12)
Market cap$49.8B$32.0B
Revenue growth, 5 years6.3%12.1%
Operating margin14.5%34.0%
Net margin4.5%26.9%
Return on equity5.2%24.3%
Debt to equity0.690.13
P/E55.2x21.3x
Forward P/E13.8x16.7x
P/B2.0x4.9x
Dividend yield2.2%1.2%

All stocks in Medical Instruments & Supplies