BDX · Becton, Dickinson and Company

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Becton, Dickinson and Company develops, manufactures, and sells medical supplies, devices, laboratory equipment, and diagnostic products for healthcare institutions, physicians, life science researchers, clinical laboratories, pharmaceutical industry, and the general public worldwide. It operates through Medical Essentials, Connected Care, BioPharma Systems, Interventional and Life Sciences segments.

Close · 3M

+23.32%

Held by 1 AI ETF

AIVL1.265%

as of Sep 3

Signal performance

Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.

Buy signals24

Win rate83% (20/24)

Avg buy return+9.17%

AIVLnow 1.265% of fund30 signals

AIVL · Weight increase · 2d

weight 1.266% → 1.275% (+0.009 pp)·stock up 13.6% in the 30 days before

Aug 31·entry $188.11·now $187.62Fresh

-0.26%

since Aug 31

AIVL · Weight decrease · 4d

weight 1.294% → 1.266% (-0.028 pp)·stock up 11.7% in the 30 days before

Aug 27·entry $188.13·now $187.62

-0.27%

since Aug 27

AIVL · Weight decrease · 3d

weight 1.294% → 1.274% (-0.021 pp)·stock up 14.4% in the 30 days before

Aug 26·entry $190.21·now $187.62

-1.36%

since Aug 26

AIVL · Weight decrease · 2d

weight 1.294% → 1.278% (-0.016 pp)·stock up 19.4% in the 30 days before

Aug 25·entry $189.78·now $187.62

-1.14%

since Aug 25

AIVL · Accumulation · 5d

weight 1.211% → 1.285% (+0.074 pp)·stock up 22.0% in the 30 days before

Aug 24·entry $190.74·now $187.62Fresh

-1.64%

since Aug 24

AIVL · Accumulation · 5d

weight 1.231% → 1.294% (+0.063 pp)·stock up 25.5% in the 30 days before

Aug 21·entry $192.00·now $187.62Fresh

-2.28%

since Aug 21

AIVL · Accumulation · 5d

weight 1.220% → 1.266% (+0.046 pp)·stock up 22.5% in the 30 days before

Aug 20·entry $187.62·now $187.62Fresh

0.00%

since Aug 20

AIVL · Accumulation · 5d

weight 1.206% → 1.258% (+0.052 pp)·stock up 21.9% in the 30 days before

Aug 19·entry $187.60·now $187.62Fresh

+0.01%

since Aug 19

AIVL · Accumulation · 5d

weight 1.185% → 1.213% (+0.029 pp)·stock up 17.0% in the 30 days before

Aug 18·entry $180.77·now $187.62Drifting

+3.79%

since Aug 18

AIVL · Accumulation · 5d

weight 1.193% → 1.220% (+0.027 pp)·stock up 15.1% in the 30 days before

Aug 17·entry $182.09·now $187.62Drifting

+3.04%

since Aug 17

AIVL · Accumulation · 5d

weight 1.152% → 1.217% (+0.065 pp)·stock up 14.7% in the 30 days before

Aug 14·entry $183.40·now $187.62Drifting

+2.30%

since Aug 14

AIVL · Accumulation · 5d

weight 1.131% → 1.211% (+0.080 pp)·stock up 17.5% in the 30 days before

Aug 13·entry $181.97·now $187.62Drifting

+3.10%

since Aug 13

AIVL · Accumulation · 5d

weight 1.160% → 1.231% (+0.071 pp)·stock up 21.9% in the 30 days before

Aug 12·entry $183.58·now $187.62Drifting

+2.20%

since Aug 12

AIVL · Accumulation · 5d

weight 1.134% → 1.220% (+0.086 pp)·stock up 17.9% in the 30 days before

Aug 11·entry $181.41·now $187.62Drifting

+3.42%

since Aug 11

AIVL · Accumulation · 5d

weight 1.082% → 1.206% (+0.123 pp)·stock up 18.2% in the 30 days before

Aug 10·entry $179.63·now $187.62Drifting

+4.45%

since Aug 10

AIVL · Accumulation · 5d

weight 1.067% → 1.185% (+0.118 pp)·stock up 17.2% in the 30 days before

Aug 7·entry $176.86·now $187.62Drifting

+6.08%

since Aug 7

AIVL · Accumulation · 5d

weight 1.070% → 1.193% (+0.123 pp)·stock up 17.6% in the 30 days before

Aug 6·entry $177.07·now $187.62Drifting

+5.96%

since Aug 6

AIVL · Weight increase · 3d

weight 1.067% → 1.160% (+0.093 pp)·stock up 8.5% in the 30 days before

Jul 29·entry $168.40·now $187.62Chased

+11.41%

since Jul 29

AIVL · Weight increase · 2d

weight 1.067% → 1.134% (+0.067 pp)·stock up 6.7% in the 30 days before

Jul 28·entry $166.34·now $187.62Chased

+12.79%

since Jul 28

AIVL · Weight decrease · 2d

weight 1.076% → 1.067% (-0.009 pp)·stock up 6.3% in the 30 days before

Jul 23·entry $152.97·now $187.62

+22.65%

since Jul 23

AIVL · Weight decrease · 2d

stock up 9.1% in the 30 days before

Jul 20·entry $154.48·now $187.62

+21.45%

since Jul 20

AIVL · Weight increase · 2d

stock up 9.9% in the 30 days before

Jul 16·entry $159.93·now $187.62Chased

+17.31%

since Jul 16

AIVL · Weight increase · 2d

stock up 4.1% in the 30 days before

Jul 13·entry $153.83·now $187.62Chased

+21.97%

since Jul 13

AIVL · Weight decrease · 2d

stock up 0.6% in the 30 days before

Jul 9·entry $150.85·now $187.62

+24.38%

since Jul 9

AIVL · Accumulation · 5d

stock up 4.5% in the 30 days before

Jul 7·entry $156.30·now $187.62Chased

+20.04%

since Jul 7

AIVL · Accumulation · 5d

stock up 6.8% in the 30 days before

Jul 6·entry $155.54·now $187.62Chased

+20.62%

since Jul 6

AIVL · Accumulation · 6d

stock up 9.5% in the 30 days before

Jul 2·entry $158.08·now $187.62Chased

+18.69%

since Jul 2

AIVL · Accumulation · 5d

stock up 5.2% in the 30 days before

Jul 1·entry $152.90·now $187.62Chased

+22.71%

since Jul 1

AIVL · Weight increase · 4d

stock up 5.9% in the 30 days before

Jun 26·entry $155.92·now $187.62Chased

+20.33%

since Jun 26

AIVL · Weight increase · 3d

stock up 2.5% in the 30 days before

Jun 25·entry $151.38·now $187.62Chased

+23.94%

since Jun 25

Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.

Buffett-style framework

Fails the frameworkas of Aug 23

The AI ETF AIVL has been gradually accumulating BDX, signaling a positive outlook or belief in future appreciation. In contrast, the Buffett-style framework leads to a 'Fail' verdict, primarily due to the company's weak financial health and a valuation that offers no margin of safety at its current price. This indicates a direct conflict between the AI's recent accumulation and a value-investing assessment.

Circle of CompetenceThe company's core business in essential medical devices and diagnostics provides sufficiently predictable unit economics for long-term cash flow projections.
Economic MoatBecton, Dickinson benefits from significant switching costs for its integrated medical solutions and strong brand recognition in a highly regulated industry.
ManagementWithout information on management's candor, capital allocation decisions, or insider ownership, it is not possible to fully assess this criterion.
Financial HealthThe reported Return on Equity (ROE) of 3.8% is significantly below the required 15% threshold and even falls below 10%, indicating poor financial performance against the framework's criteria.
Margin of SafetyThe current valuation multiples, particularly the P/E of 53.21 and EV/EBITDA of 25.41, are excessively high for a company with 3.8% ROE and negative revenue growth, suggesting no margin of safety.

Becton, Dickinson and Company operates within the framework's circle of competence due to its predictable healthcare equipment business and possesses a durable economic moat from switching costs and brand reputation. However, the company significantly fails on financial health, exhibiting a very low Return on Equity of 3.8%, which falls far short of the required threshold. Furthermore, the current valuation ratios (P/E over 50, high EV/EBITDA) suggest the stock is priced at a premium that offers no margin of safety, leading to an overall 'Fail' verdict.

Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.