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We Forecast Higher Stock Return For Becton Dickinson vs. Its Competitor Abbott Laboratories

BDXABT Market Cap$72 Bil$226 BilLTM Revenue$20 Bil$41 BilCurrent P/S3.55.4Current P/EBIT24.633.5Stock Return Forecast (3Y)9%0%

(a) P/S = Price to Sales (b) P/EBIT = Price to earnings before interest and taxes

3-Year Return Depends On [1] Revenue Growth [2] P/S

BDXABT LTM Revenue$20 Bil$41 Bilx Revenue Growth [1]2.7%1.6%= Revenue Forecast (3Y)$22 Bil$42 Bil x P/S [2]3.55.2 = Market Cap Forecast (3Y)$77 Bil$225 BilMarket Cap Today$70 Bil$225 Bil Stock Return Forecast (3Y)9%0%

(a) P/S = Price to Sales (b) P/EBIT = Price to earnings before interest and taxes

[1] How Much Can Revenue Grow In Next 3 Years

Past revenue growth metrics that form basis of our expectation

BDXABT Recent Quarter Growth6.9%4.9%LTM Growth4.2%3.1%3Y Avg Growth (LTM)13.2%15.8% Annual Growth Forecast2.7%0.0%

(a) LTM = Last 12 months (b) Growth During Covid = Year 2020 growth

(b) Recent quarter growth refers to growth in recent quarter vs. the same quarter one year ago, commonly referred to as y-o-y growth

Becton Dickinson Revenue vs. Abbott Laboratories Revenue

BDX Revenue History & 3Y Forecast (8.4% cumulative growth)

ABT Revenue History & 3Y Forecast (5.0% cumulative growth)

Note: The years shown in the charts above are fiscal years. => For BDX, FY2024 refers to the fiscal year ending Sep 30, 2024 => For ABT, FY2023 refers to the fiscal year ending Dec 31, 2023

[2] Which P/S Scenarios Make Sense

P/S Scenarios & Corresponding 3-Year Returns (in brackets)

P/S & Return ScenariosBDXABT Current3.5 (5.6%)5.4 (4.3%)Expansion3.6 (9.7%)6.8 (30%)Contraction3.3 (1.6%)4.1 (-21%)Historical Average3.6 (8.7%)4.4 (-15%) Scenario Average3.5 (6.4%)5.2 (-0.6%)"Current" refers to ratio as of 2/5/2025

Note: Expansion/contraction considered from current / current('adjusted) P/S levels; NA imples invalid scenario because of extreme unsustainable values

Becton Dickinson P/S vs. Abbott Laboratories P/S

BDX P/S Ratio History

ABT P/S Ratio History

P/S Ratio

Market RatiosBDXABT Current P/S3.55.4Current P/EBIT24.633.5

(a) P/S = Price to Sales (b) P/EBIT = Price to earnings before interest and taxes

Revenue Growth & Operating Margin

Financial MetricsBDXABT Revenue GrowthLast Q Sequential9.0%2.5%Last Q YoY6.9%4.9%LTM4.2%3.1%Last 3 FY1.8%5.9% MarginsLTM Op Margins14.2%16.2%LTM Margin Change vs Last 3 FY0.9%-1.2%FCF Margin18.8%21.2%

(a) YoY = year-on-year (b) LTM = Last 12 months (c) FY = fiscal year

BDX Operating Income ABT Operating Income

Financial & Market Risk

Risk MetricsBDXABT Financial RiskDebt as % of Equity27.9%6.6%Cash as % of Assets3.8%10.5% Market RiskMax Drawdown Last 3Y-15.9%-28.1%

(a) Last 3Y = Last 3 years

Note On P/S Justification

=> Stock prices deviate from fair value for extended periods of time based on momentum, macro economy, liquidity, and other factors

=> Therefore, our P/S scenarios do not take into account the fairness of current values, and we assign equal probability to all scenarios

=> However, relative assessment of P/S in the context of growth, margins, and risk, can shed light on the likelihood of different P/S scenarios

Past Market Return Comparison vs. Benchmarks

Compare Returns With Benchmark & Trefis Portfolio

202020212022202320242025Total [1]AvgBestReturns BDX Return-7%2%5%-3%-5%9%0% ABT Return28%31%-21%2%5%14%62% S&P 500 Return16%27%-19%24%23%2%87% Trefis Reinforced Value Portfolio79%42%-5%37%16%6%311% <===Monthly Win Rates [3] BDX Win Rate42%50%58%50%42%100% 57% ABT Win Rate67%58%42%50%58%100% 63% S&P 500 Win Rate58%75%42%67%75%100% 69%<===Trefis Portfolio Win Rate67%75%58%50%67%50% 61% Max Drawdowns [4] BDX Max Drawdown-26%-5%-10%-9%-9%-0% -10% ABT Max Drawdown-27%-3%-31%-16%-8%-1% -14% S&P 500 Max Drawdown-31%-1%-25%-1%-2%-1% -10% Trefis Portfolio Max Drawdown-2%-8%-19%-1%-8%-3% -7%<=== [1] Cumulative total returns since the beginning of 2020[2] 2025 data is for the year till date (YTD)[3] Win Rate = % of calendar months in which monthly returns were positive[4] Max drawdown represents maximum peak-to-trough decline within a year

BDX Stock Return ABT Stock Return

Compare Returns With Relevant Investment Themes That Give Similar Market & Capitalization Exposure

Becton Dickinson

Abbott Laboratories

=> Covid-19 Testing Stocks => Out Of Favor Health Care Stocks => Value Tech Stocks => Large Cap Stocks

=> Covid-19 Testing Stocks => Out Of Favor Health Care Stocks => Value Tech Stocks => Mega Cap Stocks

FAQ

[1] Why Are We Comparing Becton Dickinson And Abbott Laboratories?

We compare stocks that share one or more similar characteristicsThis is because the decision to invest often comes down to finding the best stocks within the ambit of certain characteristics that suit an investment styleWe compare Becton Dickinson vs. Abbott Laboratories because they are industry peers

[2] How Do We Arrive At A Decision?

We favor stocks that offer meaningfully greater expected return in the next 3 yearsThese returns are calculated based on our revenue forecast and Price to Sales Ratio (P/S) scenarios consideredSimilar Price To Sales Ratio (P/S) scenarios are considered for both stocks and each scenario is weighted equally for a given stock

[3] How Do We Forecast Revenue?

We have different methodologies for companies negatively impacted by Covid, and for companies not impacted or positively impacted by CovidDifferent methodologies are essential to capture recovery in case of negative impactFor companies negatively impacted by covid, we consider quarterly revenue recovery trajectory to forecast recovery to pre-covid revenue run rate, and beyond recovery point, we apply average annual growth observed in 3 years prior to covid to simulate return to normal conditionsFor companies registering positive revenue growth during covid, we consider average annual growth prior to covid with certain weightage to growth during covid and last 12 months

[4] Can I See More Such Comparisons For Becton Dickinson And Abbott Laboratories Peers

Here are some comparisons that you may find useful for Becton Dickinson and Abbott LaboratoriesBecton Dickinson and company vs. Boston Scientific: With Return Forecast Of 33%, Becton Dickinson and company Is A Better BetBecton Dickinson and company vs Intuitive Surgical: Industry Peers But Which Stock Is A Better Bet?Abbott Laboratories vs. Johnson & Johnson: With Return Forecast Of 8.4%, Johnson & Johnson Is A Better BetAbbott Laboratories vs Eli Lilly and Company: Which Stock Is A Better Investment? Find all such comparisons on Becton Dickinson Peer Comparisons and Abbott Laboratories Peer Comparisons

Becton Dickinson and Abbott Laboratories Insights

Becton Dickinson better betsBecton Dickinson counter-intuitive comparisonBecton Dickinson peer comparisonComplete analyses on Becton Dickinson (BDX) stockLatest analyses on all stocksComparison of Bear Markets of the S&P500

Abbott Laboratories better betsAbbott Laboratories counter-intuitive comparisonAbbott Laboratories peer comparisonComplete analyses on Abbott Laboratories (ABT) stockLatest analyses on all stocksComparison of Bear Markets of the S&P500

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