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BDX vs TMO
Which Stock Would AI Choose? Becton, Dickinson and Company (BDX) vs. Thermo Fisher Scientific (TMO) Stock Comparison
Key Takeaways
- Business mix differs sharply: BDX is pivoting toward a pure-play medical technology (MedTech) franchise, while TMO remains a diversified life-sciences tools and services leader.
- Scale gap is wide: TMO generates roughly twice BDX's annual revenue, giving it broader end-market diversification.
- Momentum favors TMO: TMO has shown stronger recent relative performance, while BDX has contended with a mixed one-year return despite a near-term rebound.
- BDX has a major catalyst: Its pending Biosciences and Diagnostic Solutions combination with Waters Corporation is a structural reset with buyback support.
- TMO enjoys favorable analyst sentiment: A "Strong Buy" consensus and multiple recent upgrades contrast with BDX's more mixed ratings.
- Different risk profiles: BDX faces China and tariff headwinds; TMO faces softer academic and government research funding.
Introduction
Becton, Dickinson and Company and Thermo Fisher Scientific are two of the most widely followed names in healthcare, yet they serve investors in very different ways. BDX is best known for essential medical devices, diagnostic systems, and consumables used in hospitals and clinics, while TMO supplies instruments, reagents, and services across pharmaceutical, biotech, academic, and industrial laboratories. Comparing these stocks is useful for investors weighing a focused MedTech turnaround story against a diversified life-sciences compounder. Both stocks carry meaningful market positioning, dividend and capital-return histories, and sensitivity to healthcare spending trends, making their relative performance and risk profiles a relevant screen for long-term and sector-focused traders alike.
BDX Overview and Recent Performance
Becton, Dickinson and Company operates across three core segments — BD Medical, BD Life Sciences, and BD Interventional — spanning medication delivery, specimen management, diagnostics, surgery, and urology and critical care. In its most recent fiscal year, BDX reported roughly $21.8 billion in revenue, up about 8% on a reported basis, with adjusted diluted earnings per share (EPS) rising to a record level. Recent market activity has reflected a mix of positives and concerns: margins have expanded, and the company extended a long-running streak of annual dividend increases, yet shares have posted a negative one-year total return and remain below the average analyst price target.
Sentiment has been shaped by several catalysts. BDX is separating and combining its Biosciences and Diagnostic Solutions business with Waters Corporation in a transaction valued around $17.5 billion, with at least half of the roughly $4 billion cash distribution earmarked for share repurchases. The company also acquired Edwards Lifesciences' Critical Care group. Offsetting these positives are tariff headwinds, softer vaccine demand, and China's volume-based procurement policies, which are expected to pressure near-term growth. Analysts remain divided, with some maintaining Overweight or Buy ratings while others hold a Sector Perform stance.
TMO Overview and Recent Performance
Thermo Fisher Scientific is the world's largest life-sciences tools and services company, generating annual revenue above $44 billion. Its portfolio spans laboratory instruments, consumables, reagents, software, and services for pharmaceutical, biotech, academic, and healthcare customers. In its most recent fiscal year, TMO grew revenue about 4% on a reported basis and roughly 2% organically, with adjusted EPS advancing about 5%. Its latest quarterly results exceeded consensus estimates on both revenue and adjusted EPS, and the company carries a market capitalization above $200 billion.
Recent market activity has favored TMO, with a strong roughly 90-day share price advance and rebuilding momentum. The stock has drawn a wave of constructive analyst action, including new Buy initiations and upgrades, and a consensus "Strong Buy" rating with an average price target above the prevailing share price. Catalysts include a collaboration with OpenAI, an Asian bioprocessing expansion, and a cardiovascular risk-testing partnership. Risks include softer academic and government research funding and persistent China headwinds, but the diversified revenue base has helped cushion segment-level variability.
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Head-to-Head Comparison
The most important contrast is structural. BDX is simplifying into a consumables-heavy MedTech leader after the Waters transaction, which should support more predictable cash flow and margins but introduces execution risk during the separation. TMO, by contrast, is a diversified platform whose scale and breadth reduce reliance on any single product line or customer type. On growth drivers, BDX leans on hospital capital equipment, infusion systems, and surgical consumables, while TMO depends more on biopharma research-and-development spending and bioprocessing demand.
Recent momentum diverges. TMO's improving relative performance and positive analyst revisions suggest a more consistent trend, while BDX's rebound has been more volatile and offset by structural headwinds in China and vaccine demand. On valuation, both trade at price-to-earnings multiples above their respective sector averages, leaving limited room for error if growth disappoints. Risk factors differ: BDX's are concentrated in geographic exposure and a complex business separation, whereas TMO's are tied to research-funding cycles and slower organic growth. Overall, TMO offers diversification and steadier sentiment, while BDX offers a clearer self-help and buyback catalyst.
Tickeron AI Verdict
Based on observable factors, Tickeron's AI would likely favor TMO at present. The stock demonstrates more consistent trend strength, stronger recent relative performance, and a supportive pattern of analyst upgrades and target-price increases. BDX's separation and buyback program represent meaningful catalysts, but they are accompanied by execution uncertainty and near-term geographic and tariff headwinds that weigh on trend stability. This is a probabilistic assessment rather than a definitive prediction: if BDX's transformation proceeds smoothly and China pressures ease, the relative positioning could shift. For now, the balance of trend consistency, stability, and catalysts points toward TMO.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BDX is a Hold and TMO is a Hold.
BDX's RSI Oscillator leaves overbought zone
The 10-day RSI Oscillator for BDX moved out of overbought territory on October 16, 2026. This could be a sign that the stock is shifting from an upward trend to a downward trend. Traders may want to look at selling the stock or buying put options. Tickeron's A.I.dvisor looked at 24 instances where the indicator moved out of the overbought zone. In 19 of the 24 cases the stock moved lower in the days that followed. This puts the odds of a move down at 79%.
Technical Analysis (Indicators)
Bearish Trend Analysis
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 5 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where BDX declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 42%.
BDX broke above its upper Bollinger Band on October 15, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 12, 2026. You may want to consider a long position or call options on BDX as a result. In 57 of 103 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 55%.
The Moving Average Convergence Divergence (MACD) for BDX just turned positive on October 09, 2026. Looking at past instances where BDX's MACD turned positive, the stock continued to rise in 27 of 48 cases over the following month. The odds of a continued upward trend are 56%.
BDX moved above its 50-day moving average on October 08, 2026 date and that indicates a change from a downward trend to an upward trend.
The 10-day moving average for BDX crossed bullishly above the 50-day moving average on October 14, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 9 of 16 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 56%.
Following a +3.41% 3-day Advance, the price is estimated to grow further. Considering data from situations where BDX advanced for three days, in 133 of 295 cases, the price rose further within the following month. The odds of a continued upward trend are 45%.
The Aroon Indicator entered an Uptrend today. In 111 of 219 cases where BDX Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 51%.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 7 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 50 (best 1 - 100 worst), indicating steady price growth. BDX’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Valuation Rating of 71 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.128) is normal, around the industry mean (4.887). P/E Ratio (57.452) is within average values for comparable stocks, (35.995). Projected Growth (PEG Ratio) (1.107) is also within normal values, averaging (4.456). BDX has a moderately high Dividend Yield (0.022) as compared to the industry average of (0.006). P/S Ratio (2.290) is also within normal values, averaging (56.074).
The Tickeron SMR rating for this company is 85 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Profit vs. Risk Rating rating for this company is 88 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. BDX’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 95, placing this stock better than average.
TMO's MACD Histogram just turned positive
The Moving Average Convergence Divergence (MACD) for TMO turned positive on October 16, 2026. Looking at past instances where TMO's MACD turned positive, the stock continued to rise in 30 of 44 cases over the following month. The odds of a continued upward trend are 68%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 15, 2026. You may want to consider a long position or call options on TMO as a result. In 58 of 88 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 66%.
Following a +5.04% 3-day Advance, the price is estimated to grow further. Considering data from situations where TMO advanced for three days, in 196 of 312 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
The Aroon Indicator entered an Uptrend today. In 145 of 246 cases where TMO Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 59%.
Bearish Trend Analysis
The 10-day RSI Indicator for TMO moved out of overbought territory on October 01, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 38 similar instances where the indicator moved out of overbought territory. In 19 of the 38 cases, the stock moved lower in the following days. This puts the odds of a move lower at 50%.
The Stochastic Oscillator has been in the overbought zone for 2 days. Expect a price pull-back in the near future.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TMO declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 62%.
TMO broke above its upper Bollinger Band on October 15, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
Fundamental Analysis (Ratings)
The Tickeron Price Growth Rating for this company is 11 (best 1 - 100 worst), indicating outstanding price growth. TMO’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron PE Growth Rating for this company is 23 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron SMR rating for this company is 60 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 68 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (4.768) is normal, around the industry mean (64.051). P/E Ratio (36.506) is within average values for comparable stocks, (1.569). Projected Growth (PEG Ratio) (2.021) is also within normal values, averaging (3.473). Dividend Yield (0.003) settles around the average of (0.002) among similar stocks. P/S Ratio (5.247) is also within normal values, averaging (9.775).
The Tickeron Profit vs. Risk Rating rating for this company is 77 (best 1 - 100 worst), indicating that the returns do not compensate for the risks. TMO’s unstable profits reported over time resulted in significant Drawdowns within these last five years. A stable profit reduces stock drawdown and volatility. The average Profit vs. Risk Rating rating for the industry is 90, placing this stock better than average.
BDX | TMO | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 9 | 38 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 71 Overvalued | 68 Overvalued | |
PROFIT vs RISK RATING 1..100 | 88 | 77 | |
SMR RATING 1..100 | 85 | 60 | |
PRICE GROWTH RATING 1..100 | 50 | 11 | |
P/E GROWTH RATING 1..100 | 7 | 23 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
TMO's Valuation (68) in the Medical Specialties industry is in the same range as BDX (71). This means that TMO’s stock grew similarly to BDX’s over the last 12 months.
TMO's Profit vs Risk Rating (77) in the Medical Specialties industry is in the same range as BDX (88). This means that TMO’s stock grew similarly to BDX’s over the last 12 months.
TMO's SMR Rating (60) in the Medical Specialties industry is in the same range as BDX (85). This means that TMO’s stock grew similarly to BDX’s over the last 12 months.
TMO's Price Growth Rating (11) in the Medical Specialties industry is somewhat better than the same rating for BDX (50). This means that TMO’s stock grew somewhat faster than BDX’s over the last 12 months.
BDX's P/E Growth Rating (7) in the Medical Specialties industry is in the same range as TMO (23). This means that BDX’s stock grew similarly to TMO’s over the last 12 months.
| BDX | TMO | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 79% | 1 day ago 50% |
| Stochastic ODDS (%) | 2 days ago 47% | 1 day ago 63% |
| Momentum ODDS (%) | 2 days ago 55% | 1 day ago 66% |
| MACD ODDS (%) | 2 days ago 56% | 1 day ago 68% |
| TrendWeek ODDS (%) | 2 days ago 49% | 1 day ago 62% |
| TrendMonth ODDS (%) | 2 days ago 52% | 1 day ago 62% |
| Advances ODDS (%) | 6 days ago 45% | 6 days ago 63% |
| Declines ODDS (%) | 2 days ago 42% | 2 days ago 62% |
| BollingerBands ODDS (%) | 2 days ago 56% | 1 day ago 57% |
| Aroon ODDS (%) | 2 days ago 51% | 1 day ago 59% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BDX’s FA Score shows that 1 FA rating(s) are green while TMO’s FA Score has 2 green FA rating(s).
- BDX’s FA Score: 1 green, 4 red.
- TMO’s FA Score: 2 green, 3 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BDX’s TA Score shows that 6 TA indicator(s) are bullish while TMO’s TA Score has 4 bullish TA indicator(s).
- BDX’s TA Score: 6 bullish, 4 bearish.
- TMO’s TA Score: 4 bullish, 4 bearish.
Price Growth
BDX (@Pharmaceuticals: Other) experienced а +3.43% price change this week, while TMO (@Medical Specialties) price change was +3.67% for the same time period.
The average weekly price growth across all stocks in the @Pharmaceuticals: Other industry was +0.77%. For the same industry, the average monthly price growth was -2.59%, and the average quarterly price growth was +7.55%.
The average weekly price growth across all stocks in the @Medical Specialties industry was -1.12%. For the same industry, the average monthly price growth was -4.99%, and the average quarterly price growth was +43.90%.
Reported Earning Dates
BDX is expected to report earnings on Nov 05, 2026.
TMO is expected to report earnings on Oct 21, 2026.
Industries' Descriptions
@Pharmaceuticals: Other (+0.77% weekly)Pharmaceuticals (Other) comprise companies that are involved in the discovery, development or manufacturing of therapeutic and preventative medicines. They often collaborate with or acquire other pharmaceutical/healthcare firms. Examples of companies in this segment include Bausch Health Companies Inc., Icon Plc and Perrigo Company Plc.
@Medical Specialties (-1.12% weekly)Medical specialties are companies that make equipment used by the health care industry. Equipment manufactured and distributed by these companies include dialysis machines, blood analysis equipment, surgical equipment, dental instruments, and diagnostic tools, among other items. Large companies typically aim to produce and distribute high-quality products across a broad market spectrum. Smaller firms are more likely to specialize in a particular market segment. Due to the industry’s close association with medical treatments, they typically have low sensitivity to macroeconomic fluctuations. Within this industry, Abbott Laboratories, Medtronic Plc and Thermo Fisher Scientific Inc. are some of the companies with multi-billion market capitalizations in the U.S. stock markets.
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BDX and
Correlation & Price change
A.I.dvisor indicates that over the last year, BDX has been loosely correlated with COO. These tickers have moved in lockstep 55% of the time. This A.I.-generated data suggests there is some statistical probability that if BDX jumps, then COO could also see price increases.
| Ticker / NAME | Correlation To BDX | 1D Price Change % | ||
|---|---|---|---|---|
| BDX | 100% | +1.60% | ||
| COO - BDX | 55% Loosely correlated | +1.65% | ||
| TMO - BDX | 50% Loosely correlated | +1.18% | ||
| BAX - BDX | 50% Loosely correlated | -1.92% | ||
| CNMD - BDX | 48% Loosely correlated | +3.32% | ||
| MMSI - BDX | 48% Loosely correlated | +1.36% | ||
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