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IRTC vs BDX
Revenue, margins, valuation, and 5-year total return — side by side.
Medical - Instruments & Supplies
IRTC vs BDX — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Medical - Devices | Medical - Instruments & Supplies |
| Market Cap | $3.87B | $52.45B |
| Revenue (TTM) | $788M | $21.92B |
| Net Income (TTM) | $-28M | $1.76B |
| Gross Margin | 71.0% | 45.8% |
| Operating Margin | -3.3% | 12.4% |
| Forward P/E | — | 11.6x |
| Total Debt | $731M | $19.18B |
| Cash & Equiv. | $236M | $851M |
IRTC vs BDX — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| iRhythm Technologie… (IRTC) | 100 | 94.7 | -5.3% |
| Becton, Dickinson a… (BDX) | 100 | 97.3 | -2.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IRTC vs BDX
Each card shows where this stock fits in a portfolio — not just who wins on paper.
IRTC is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 26.2%, EPS growth 61.7%, 3Y rev CAGR 22.1%
- 351.8% 10Y total return vs BDX's 72.9%
- 26.2% revenue growth vs BDX's 8.2%
BDX carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.66, yield 2.9%
- Lower volatility, beta 0.66, Low D/E 75.5%, current ratio 1.11x
- Beta 0.66, yield 2.9%, current ratio 1.11x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 26.2% revenue growth vs BDX's 8.2% | |
| Value | Better valuation composite | |
| Quality / Margins | 8.0% margin vs IRTC's -3.5% | |
| Stability / Safety | Beta 0.66 vs IRTC's 0.93, lower leverage | |
| Dividends | 2.9% yield; 1-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +45.3% vs IRTC's -12.9% | |
| Efficiency (ROA) | 3.2% ROA vs IRTC's -2.8%, ROIC 4.3% vs -5.2% |
IRTC vs BDX — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
IRTC vs BDX — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — IRTC and BDX each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
BDX is the larger business by revenue, generating $21.9B annually — 27.8x IRTC's $788M. BDX is the more profitable business, keeping 8.0% of every revenue dollar as net income compared to IRTC's -3.5%. On growth, IRTC holds the edge at +25.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $788M | $21.9B |
| EBITDAEarnings before interest/tax | -$6M | $5.2B |
| Net IncomeAfter-tax profit | -$28M | $1.8B |
| Free Cash FlowCash after capex | $19M | $2.6B |
| Gross MarginGross profit ÷ Revenue | +71.0% | +45.8% |
| Operating MarginEBIT ÷ Revenue | -3.3% | +12.4% |
| Net MarginNet income ÷ Revenue | -3.5% | +8.0% |
| FCF MarginFCF ÷ Revenue | +2.4% | +12.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +25.7% | +1.6% |
| EPS Growth (YoY)Latest quarter vs prior year | +55.7% | +28.8% |
Valuation Metrics
BDX leads this category, winning 3 of 4 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $3.9B | $52.4B |
| Enterprise ValueMkt cap + debt − cash | $4.4B | $70.8B |
| Trailing P/EPrice ÷ TTM EPS | -84.68x | 24.83x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 11.59x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.50x |
| EV / EBITDAEnterprise value multiple | — | 14.04x |
| Price / SalesMarket cap ÷ Revenue | 5.18x | 2.40x |
| Price / BookPrice ÷ Book value/share | 24.66x | 1.64x |
| Price / FCFMarket cap ÷ FCF | 112.01x | 19.64x |
Profitability & Efficiency
BDX leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
BDX delivers a 6.9% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $-21 for IRTC. BDX carries lower financial leverage with a 0.76x debt-to-equity ratio, signaling a more conservative balance sheet compared to IRTC's 4.79x. On the Piotroski fundamental quality scale (0–9), BDX scores 7/9 vs IRTC's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -20.6% | +6.9% |
| ROA (TTM)Return on assets | -2.8% | +3.2% |
| ROICReturn on invested capital | -5.2% | +4.3% |
| ROCEReturn on capital employed | -4.4% | +5.4% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 7 |
| Debt / EquityFinancial leverage | 4.79x | 0.76x |
| Net DebtTotal debt minus cash | $495M | $18.3B |
| Cash & Equiv.Liquid assets | $236M | $851M |
| Total DebtShort + long-term debt | $731M | $19.2B |
| Interest CoverageEBIT ÷ Interest expense | -1.48x | 4.65x |
Total Returns (Dividends Reinvested)
BDX leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in IRTC five years ago would be worth $15,710 today (with dividends reinvested), compared to $11,037 for BDX. Over the past 12 months, BDX leads with a +45.3% total return vs IRTC's -12.9%. The 3-year compound annual growth rate (CAGR) favors BDX at -0.1% vs IRTC's -2.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -32.8% | -4.9% |
| 1-Year ReturnPast 12 months | -12.9% | +45.3% |
| 3-Year ReturnCumulative with dividends | -7.7% | -0.4% |
| 5-Year ReturnCumulative with dividends | +57.1% | +10.4% |
| 10-Year ReturnCumulative with dividends | +351.8% | +72.9% |
| CAGR (3Y)Annualised 3-year return | -2.6% | -0.1% |
Risk & Volatility
BDX leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
BDX is the less volatile stock with a 0.66 beta — it tends to amplify market swings less than IRTC's 0.93 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. BDX currently trades 70.4% from its 52-week high vs IRTC's 55.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.93x | 0.66x |
| 52-Week HighHighest price in past year | $212.00 | $205.52 |
| 52-Week LowLowest price in past year | $112.31 | $100.31 |
| % of 52W HighCurrent price vs 52-week peak | +55.5% | +70.4% |
| RSI (14)Momentum oscillator 0–100 | 44.6 | 30.5 |
| Avg Volume (50D)Average daily shares traded | 521K | 2.5M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates IRTC as "Buy" and BDX as "Buy". Consensus price targets imply 64.5% upside for IRTC (target: $194) vs 19.4% for BDX (target: $173). BDX is the only dividend payer here at 2.88% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $193.67 | $172.85 |
| # AnalystsCovering analysts | 19 | 33 |
| Dividend YieldAnnual dividend ÷ price | — | +2.9% |
| Dividend StreakConsecutive years of raises | — | 1 |
| Dividend / ShareAnnual DPS | — | $4.17 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +1.9% |
BDX leads in 4 of 6 categories — strongest in Valuation Metrics and Profitability & Efficiency. 1 category is tied.
IRTC vs BDX: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is IRTC or BDX a better buy right now?
For growth investors, iRhythm Technologies, Inc.
(IRTC) is the stronger pick with 26. 2% revenue growth year-over-year, versus 8. 2% for Becton, Dickinson and Company (BDX). Becton, Dickinson and Company (BDX) offers the better valuation at 24. 8x trailing P/E (11. 6x forward), making it the more compelling value choice. Analysts rate iRhythm Technologies, Inc. (IRTC) a "Buy" — based on 19 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — IRTC or BDX?
Over the past 5 years, iRhythm Technologies, Inc.
(IRTC) delivered a total return of +57. 1%, compared to +10. 4% for Becton, Dickinson and Company (BDX). Over 10 years, the gap is even starker: IRTC returned +351. 8% versus BDX's +72. 9%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — IRTC or BDX?
By beta (market sensitivity over 5 years), Becton, Dickinson and Company (BDX) is the lower-risk stock at 0.
66β versus iRhythm Technologies, Inc. 's 0. 93β — meaning IRTC is approximately 42% more volatile than BDX relative to the S&P 500. On balance sheet safety, Becton, Dickinson and Company (BDX) carries a lower debt/equity ratio of 76% versus 5% for iRhythm Technologies, Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — IRTC or BDX?
By revenue growth (latest reported year), iRhythm Technologies, Inc.
(IRTC) is pulling ahead at 26. 2% versus 8. 2% for Becton, Dickinson and Company (BDX). On earnings-per-share growth, the picture is similar: iRhythm Technologies, Inc. grew EPS 61. 7% year-over-year, compared to -0. 5% for Becton, Dickinson and Company. Over a 3-year CAGR, IRTC leads at 22. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — IRTC or BDX?
Becton, Dickinson and Company (BDX) is the more profitable company, earning 7.
7% net margin versus -6. 0% for iRhythm Technologies, Inc. — meaning it keeps 7. 7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BDX leads at 11. 8% versus -4. 9% for IRTC. At the gross margin level — before operating expenses — IRTC leads at 70. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is IRTC or BDX more undervalued right now?
Analyst consensus price targets imply the most upside for IRTC: 64.
5% to $193. 67.
07Which pays a better dividend — IRTC or BDX?
In this comparison, BDX (2.
9% yield) pays a dividend. IRTC does not pay a meaningful dividend and should not be held primarily for income.
08Is IRTC or BDX better for a retirement portfolio?
For long-horizon retirement investors, Becton, Dickinson and Company (BDX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
66), 2. 9% yield). Both have compounded well over 10 years (BDX: +72. 9%, IRTC: +351. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between IRTC and BDX?
Both stocks operate in the Healthcare sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: IRTC is a small-cap high-growth stock; BDX is a mid-cap quality compounder stock. BDX pays a dividend while IRTC does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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