com.insightguru.giraffe.server.utils.PresentationUtil$PresentationTitle@5139cbdd

This site requires JavaScript to function properly.
For help enabling JavaScript click here.

Here are some sample widgets you could interact with from this dashboard:

We Forecast Higher Stock Return For Becton Dickinson and company vs. Union Pacific

UNPBDX Market Cap$166 Bil$77 BilLTM Revenue$22 Bil$20 BilCurrent P/S7.63.8Current P/EBIT15.926.5Stock Return Forecast (3Y)-3%32%

(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

UNPBDX LTM Revenue$22 Bil$20 Bilx Revenue Growth [1]4.0%9.4%= Revenue Forecast (3Y)$25 Bil$26 Bil x P/S [2]6.63.9 = Market Cap Forecast (3Y)$162 Bil$102 BilMarket Cap Today$166 Bil$77 Bil Stock Return Forecast (3Y)-3%32%

(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

UNPBDX Recent Quarter Growth33.4%-6.0%LTM Growth17.3%9.4%Growth During Covid-10.0%-1.0%Pre-Covid Annual Growth3.0%13.2% Annual Growth Forecast4.0%9.4%

(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

Union Pacific Revenue vs. Becton Dickinson and company Revenue

UNP Revenue History & 3Y Forecast (12% cumulative growth)

BDX Revenue History & 3Y Forecast (31% cumulative growth)

[2] Which P/S Scenarios Make Sense

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

P/S & Return ScenariosUNPBDX Current7.6 (13%)3.8 (28%)Expansion9.9 (46%)3.9 (32%)Contraction5.4 (-21%)3.6 (23%)Pre-Covid4.7 (-30%)3.9 (34%)Historical Average5.4 (-20%)4.2 (44%) Scenario Average6.6 (-2.6%)3.9 (32%)"Current" refers to ratio as of 4/1/2022

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

Union Pacific P/S vs. Becton Dickinson and company P/S

UNP P/S Ratio History

BDX P/S Ratio History

P/S Ratio

Market RatiosUNPBDX Current P/S7.63.8Current P/EBIT15.926.5

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

Revenue Growth & Operating Margin

Financial MetricsUNPBDX Revenue GrowthLast Q Sequential32.7%-2.7%Last Q YoY33.4%-6%LTM17.3%9.4%Last 3 FY1%8.5% MarginsLTM Op Margins48.1%14.2%LTM Margin Change vs Last 3 FY2%0.2%FCF Margin41.4%19%

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

UNP Operating Income BDX Operating Income

Financial & Market Risk

Risk MetricsUNPBDX Financial RiskDebt as % of Equity17.9%22.7%Cash as % of Assets1.5%3.6% Market RiskMax Drawdown Last 3Y-32.8%-20%

(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 does not take into account fairness of current values, and we assign equal probability to all scenarios

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

Past Market Return Comparison vs. Benchmarks

Compare Returns With Benchmark & Trefis Portfolio

201720182019202020212022Total [1]AvgBestReturns UNP Return29%3%31%15%21%3%151% BDX Return29%5%21%-8%1%4%57% S&P 500 Return19%-6%29%16%27%-5%103% Trefis MS Portfolio Return23%-2%34%68%46%-7%264% <---Monthly Win Rates [3] UNP Win Rate58%50%75%58%50%50% 57% BDX Win Rate75%50%67%42%50%50% 56% S&P 500 Win Rate92%67%83%58%75%50% 71%<---Trefis Portfolio Win Rate78%58%75%58%83%50% 67% Max Drawdowns [4] UNP Max Drawdown-2%-7%-4%-37%-7%-6% -10% BDX Max Drawdown-0%-2%-6%-26%-6%-1% -7%<---S&P 500 Max Drawdown0%-12%-2%-31%-1%-12% -10%<---Trefis Portfolio Max Drawdown-4%-24%-11%-38%-14%-14% -17% [1] Cumulative total returns since 2017[2] Win Rate = % of calendar months in which monthly returns were positive[3] Max drawdown represents maximum peak-to-trough decline within a year

UNP Stock Return BDX Stock Return

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

Union Pacific

Becton Dickinson and company

=> E-Commerce Stocks => Large Cap Stocks

=> Out Of Favor Health Care Stocks => Large Cap Stocks

FAQ

[1] Why Are We Comparing Union Pacific And Becton Dickinson and company?

We compare stocks which share one or more similar characteristicsThis is because the decision to invest often come down to finding the best stocks within the ambit of certain characteristics that suit an investment styleWe compare Union Pacific vs. Becton Dickinson and company because they both have similar revenue. Company size can matter when choosing an investment as bigger size can imply greater market power; on the flip side, it can also mean lesser growth opportunities

[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 Union Pacific And Becton Dickinson and company Peers

Here are some comparisons that you may find useful for Union Pacific and Becton Dickinson and companyUnion Pacific vs. CSX: Industry Competitors, Similar BetsUnion Pacific vs United Parcel Service: Which Stock Is A Better Investment?Becton Dickinson and company vs. Abbott Laboratories: Industry Competitors, But Becton Dickinson and company Is A Better BetBecton Dickinson and company vs Abbott Laboratories: Industry Peers; Which Stock Is A Better Bet?Becton Dickinson and company vs Intuitive Surgical: Industry Peers But Which Stock Is A Better Bet? Find all such comparisons on Union Pacific Peer Comparisons and Becton Dickinson and company Peer Comparisons

Union Pacific and Becton Dickinson and company Insights

Union Pacific investment ideasUnion Pacific counter-intuitive comparisonUnion Pacific peer comparisonComplete analyses on Union Pacific (UNP) stockLatest analyses on all stocks

Becton Dickinson and company investment ideasBecton Dickinson and company counter-intuitive comparisonBecton Dickinson and company peer comparisonComplete analyses on Becton Dickinson and company (BDX) stockLatest analyses on all stocks

Invest in Market-Beating Trefis Portfolios

Multi-Strategy Portfolio: 264% Return Since 2016 vs. 103% for S&P 500Reserve Your Spot to Invest with Trefis Portfolios

By using the Site, you agree to be bound by our Terms of Use. Financial market data powered by Quotemedia.com. Consensus EPS estimates are from QuoteMedia and are updated every weekday. All rights reserved.

NYSE/AMEX data delayed 20 minutes. NASDAQ and other data delayed 15 minutes unless indicated.

EXPLORE TREFIS