BDX vs. PEN: Becton, Dickinson vs. Penumbra Stock Comparison

November 11, 2026

How do Becton, Dickinson (BDX) and Penumbra (PEN) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Becton, Dickinson (BDX) and Penumbra (PEN) are both classified in the Health Care Equipment sub-industry within the broader Health Care Equipment & Supplies industry, placing them in the closest GICS peer bucket.

Company profile comparison for Becton, Dickinson (BDX) and Penumbra (PEN)
Profile Item	BDX	PEN
Name	Becton, Dickinson and Company	Penumbra Inc.
Country/Region	United States	United States
GICS Sector	Health Care	Health Care
GICS Industry Group	Health Care Equipment & Services	Health Care Equipment & Services
GICS Industry	Health Care Equipment & Supplies	Health Care Equipment & Supplies
GICS Sub-Industry	Health Care Equipment	Health Care Equipment
Market Capitalization	57.71 billion USD	12.58 billion USD
Currency	USD	USD
Exchange	NYSE	NYSE
Listing Date	February 21, 1973	September 18, 2015
Security Type	Common Stock	Common Stock

Price Performance

Cumulative Growth

BDX

PEN

GSPC

Becton, Dickinson (BDX) vs. Penumbra (PEN), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Becton, Dickinson (BDX) and Penumbra (PEN). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Becton, Dickinson (BDX) and Penumbra (PEN). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Becton, Dickinson (BDX) and Penumbra (PEN)
Metric	BDX	PEN
Total Return (1Y)	57.61%	20.52%
Total Return (3Y, Annualized)	7.79%	20.38%
Total Return (5Y, Annualized)	4.70%	3.15%

Risk Profile

Drawdown History

BDX

PEN

GSPC

Becton, Dickinson (BDX) vs. Penumbra (PEN), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Becton, Dickinson (BDX) and Penumbra (PEN). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Becton, Dickinson (BDX) and Penumbra (PEN)
Metric	BDX	PEN
Volatility (1Y, Annualized)	26.68%	19.78%
Beta (5Y)	0.19	0.68
Max Drawdown (5Y)	-40.06%	-59.60%
Avg. Volume (3M)	1.77M	348.64K

Risk-Adjusted Performance

Risk-Return Positioning

BDX and PEN are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Becton, Dickinson (BDX) and Penumbra (PEN)
Metric	BDX	PEN
Sharpe Ratio (1Y)	2.00	0.82
Sortino Ratio (1Y)	3.59	1.56

Profitability

ROE (TTM)

Both Becton, Dickinson (BDX) at 5.66% and Penumbra (PEN) at 10.67% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

BDX

Health Care Equipment & Services industry group

5.66%

Max: 47.61%
Q3: 14.36%
BDX: 5.66%
Median: 5.45%
Q1: -10.67%
Min: -47.01%

PEN

Health Care Equipment & Services industry group

10.67%

Max: 47.61%
Q3: 14.36%
PEN: 10.67%
Median: 5.45%
Q1: -10.67%
Min: -47.01%

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their ROE against the Health Care Equipment & Services industry group benchmark.

Net Margin (TTM)

Penumbra (PEN) at 10.06% retains a top-quartile share of revenue as profit, ahead of Becton, Dickinson (BDX) at 5.89%, which keeps about the industry-typical share.

BDX

Health Care Equipment & Services industry group

5.89%

Max: 29.35%
Q3: 9.33%
BDX: 5.89%
Median: 2.18%
Q1: -6.29%
Min: -28.46%

PEN

Health Care Equipment & Services industry group

10.06%

Max: 29.35%
PEN: 10.06%
Q3: 9.33%
Median: 2.18%
Q1: -6.29%
Min: -28.46%

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their net margin against the Health Care Equipment & Services industry group benchmark.

Operating Margin (TTM)

Becton, Dickinson (BDX) at 21.63% operates in the top operating margin quartile, ahead of Penumbra (PEN) at 12.37%, which runs around its industry’s norm.

BDX

Health Care Equipment & Services industry group

21.63%

Max: 35.43%
BDX: 21.63%
Q3: 14.14%
Median: 6.81%
Q1: -0.28%
Min: -16.29%

PEN

Health Care Equipment & Services industry group

12.37%

Max: 35.43%
Q3: 14.14%
PEN: 12.37%
Median: 6.81%
Q1: -0.28%
Min: -16.29%

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their operating margin against the Health Care Equipment & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Becton, Dickinson (BDX) and Penumbra (PEN)
Metric	BDX	PEN
ROE (TTM)	5.66%	10.67%
ROA (TTM)	3.59%	6.28%
Net Margin (TTM)	5.89%	10.06%
Operating Margin (TTM)	21.63%	12.37%
Gross Margin (TTM)	47.02%	67.99%

Growth

Revenue Growth

Both Becton, Dickinson (BDX) at 8.24% and Penumbra (PEN) at 17.50% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their Revenue Growth across different time periods.

EPS Growth

Penumbra (PEN) at 1,155.56% clears its industry range for EPS growth, a much stronger earnings trajectory than Becton, Dickinson (BDX) at -1.86%, which is closer to a typical peer reading.

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Becton, Dickinson (BDX) and Penumbra (PEN)
Metric	BDX	PEN
Revenue Growth (YoY)	8.24%	17.50%
Revenue Growth (3Y CAGR)	4.99%	18.33%
EPS Growth (YoY)	-1.86%	1,155.56%
EPS Growth (3Y CAGR)	-0.34%	--

Financial Strength

Current Ratio (MRQ)

Penumbra (PEN) at 5.89 carries current ratio above its industry’s typical mid-range, while Becton, Dickinson (BDX) at 0.87 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.

BDX

Health Care Equipment & Services industry group

0.87

Max: 7.59
Q3: 4.00
Median: 1.98
Q1: 1.37
BDX: 0.87
Min: 0.30

PEN

Health Care Equipment & Services industry group

5.89

Max: 7.59
PEN: 5.89
Q3: 4.00
Median: 1.98
Q1: 1.37
Min: 0.30

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their current ratio against the Health Care Equipment & Services industry group benchmark.

Debt / Equity (MRQ)

Penumbra (PEN) at 0.13 keeps leverage in the lower industry quartile, while Becton, Dickinson (BDX) at 0.66 runs a more typical debt-to-equity mix.

BDX

Health Care Equipment & Services industry group

0.66

Max: 1.88
Q3: 0.91
BDX: 0.66
Median: 0.58
Q1: 0.16
Min: 0.00

PEN

Health Care Equipment & Services industry group

0.13

Max: 1.88
Q3: 0.91
Median: 0.58
Q1: 0.16
PEN: 0.13
Min: 0.00

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their debt-to-equity ratio against the Health Care Equipment & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Becton, Dickinson (BDX) and Penumbra (PEN)
Metric	BDX	PEN
Current Ratio (MRQ)	0.87	5.89
Debt / Equity (MRQ)	0.66	0.13
Net Debt / EBITDA	2.95	-2.22

Dividends

Dividend Yield (TTM)

Neither Becton, Dickinson (BDX) nor Penumbra (PEN) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

BDX

Health Care Equipment & Services industry group

0.00%

BDX: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

PEN

Health Care Equipment & Services industry group

0.00%

PEN: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their dividend yield against the Health Care Equipment & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Penumbra (PEN) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Becton, Dickinson (BDX) reports a payout of 72.49%, ranking against industry peers normally.

BDX

Health Care Equipment & Services industry group

72.49%

BDX: 72.49%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

PEN

Health Care Equipment & Services industry group

0.00%

PEN: 0.00%
Max: 0.00%
Q3: 0.00%
Median: 0.00%
Q1: 0.00%
Min: 0.00%

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their payout ratio against the Health Care Equipment & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Becton, Dickinson (BDX) and Penumbra (PEN)
Metric	BDX	PEN
Dividend Yield (TTM)	0.00%	0.00%
Dividend Payout Ratio (TTM)	72.49%	0.00%

Valuation

P/E Ratio (TTM)

Becton, Dickinson (BDX) at 41.87 is near its industry’s usual P/E ratio, while Penumbra (PEN) at 80.41 sits in the richer quartile — PEN needs stronger growth or earnings quality to justify the premium.

BDX

Health Care Equipment & Services industry group

41.87

Max: 80.41
Q3: 47.62
BDX: 41.87
Median: 29.93
Q1: 21.19
Min: 4.21

PEN

Health Care Equipment & Services industry group

80.41

PEN: 80.41
Max: 80.41
Q3: 47.62
Median: 29.93
Q1: 21.19
Min: 4.21

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their P/E ratio against the Health Care Equipment & Services industry group benchmark.

P/S Ratio (TTM)

Becton, Dickinson (BDX) at 2.97 is priced about in line with its industry on P/S ratio, while Penumbra (PEN) at 8.06 sits in the pricier quartile — PEN costs more per dollar of sales.

BDX

Health Care Equipment & Services industry group

2.97

Max: 8.80
Q3: 4.32
BDX: 2.97
Median: 2.13
Q1: 1.10
Min: 0.03

PEN

Health Care Equipment & Services industry group

8.06

Max: 8.80
PEN: 8.06
Q3: 4.32
Median: 2.13
Q1: 1.10
Min: 0.03

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their P/S ratio against the Health Care Equipment & Services industry group benchmark.

P/B Ratio (MRQ)

Becton, Dickinson (BDX) at 2.34 is valued about in line with its industry on P/B ratio, while Penumbra (PEN) at 7.95 carries an above-peer premium to book — PEN is pricier on assets.

BDX

Health Care Equipment & Services industry group

2.34

Max: 11.68
Q3: 6.12
Median: 3.00
BDX: 2.34
Q1: 1.73
Min: -1.31

PEN

Health Care Equipment & Services industry group

7.95

Max: 11.68
PEN: 7.95
Q3: 6.12
Median: 3.00
Q1: 1.73
Min: -1.31

Becton, Dickinson (BDX) vs. Penumbra (PEN): A comparison of their P/B ratio against the Health Care Equipment & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Becton, Dickinson (BDX) and Penumbra (PEN)
Metric	BDX	PEN
P/E Ratio (TTM)	41.87	80.41
P/S Ratio (TTM)	2.97	8.06
P/B Ratio (MRQ)	2.34	7.95
Free Cash Flow Yield (TTM)	7.18%	1.32%