Becton Dickinson - potential quality healthcare conglomerate at 18.5x earnings
Thoughts on this 5 years later at <11x EV/EBITDA and <13x P/E?
Wrote about it a bit more recently:
https://www.valuedontlie.com/p/quick-value-298-becton-dickinson
Lots of medtech looking cheap (maybe not my fav name in the group)... I like the clean-up effort, started as a special sit with the WAT transaction for me, lots of add-backs to earnings, but balance sheet improved and they're returning capital now
Thoughts on this 5 years later at <11x EV/EBITDA and <13x P/E?
Wrote about it a bit more recently:
https://www.valuedontlie.com/p/quick-value-298-becton-dickinson
Lots of medtech looking cheap (maybe not my fav name in the group)... I like the clean-up effort, started as a special sit with the WAT transaction for me, lots of add-backs to earnings, but balance sheet improved and they're returning capital now