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Medtronic plc

MDT - NYQ
Life Sciences
Electromedical & Electrotherapeutic Apparatus
Country
USA
Market Cap
$119.4B
Dividend Yield
3%
Beta
0.82 (Low)
Trading Volume
5.3M (Moderate)
Momentum
Very Weak Neutral Very Strong
Value vs. Growth
Deep Value Fair Value Rapid Growth
Quality
Poor Average Excellent
Size
Micro Large Mega Cap

Medtronic plc is an American-Irish registered medical device company that primarily operates in the United States. Medtronic has an operational and executive headquarters in Fridley, Minnesota in the US.

Valuation
Financials
Momentum
Analyst Ratings
Trailing P/E
28.68
Forward P/E
15.92
PEG Ratio
1.89
Price/Book
2.42
EV/EBITDA
15.95
EV/Revenue
4.16

Income Statement

Revenue (TTM)
$33.2B
Gross Profit (TTM)
$21.8B
EBITDA
$9.4B

Financial Ratios

Profit Margin
13%
Operating Margin (TTM)
22%
Gross Profit Margin
66%
EBITDA Margin
28%
ROE (TTM)
8%
ROA (TTM)
5%

Growth

Quarterly Revenue Growth (YoY)
3%
Quarterly Earnings Growth (YoY)
2%
52-Week Range
$74.72
$93.13
$95.57
50-Day Moving Average
$87.42
Price vs. 50-Day MA
6.53%
200-Day Moving Average
$85.55
Price vs. 200-Day MA
8.86%
Analyst Ratings Distribution
1
1
15
10
4
Strong Sell Strong Buy
Median Price Target
$97.05
Price to Target
96%

Abbott Laboratories

ABT - NYQ
View ABT's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Life Sciences
Pharmaceutical Preparations
Market Cap: $233.1B
Volume: 6.6M (Moderate)
Beta: 0.69 (Low)
Dividend Yield: 2%
Strong Momentum
Fair Value
Good Quality
Mega Cap

Abbott Laboratories is an American multinational medical devices and health care company with headquarters in Abbott Park, Illinois, United States. The company was founded by Chicago physician Wallace Calvin Abbott in 1888 to formulate known drugs; today, it sells medical devices, diagnostics, branded generic medicines and nutritional products. It split off its research-based pharmaceuticals business into AbbVie in 2013.

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Valuation
Financials
Momentum
Ratings

Medtronic is a leading global provider of medical devices, much like Abbott, and operates in similar sectors focused on healthcare and life sciences.

correlation
A

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 51%

R-squared: 26%

This indicates a moderate positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 2
  • ABT in MDT's comparables: Yes
  • MDT in ABT's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 7% vs 3%
  • Profit Margin: 32% vs 13%
  • ROE: 31% vs 8%
  • Operating Margin: 19% vs 22%
  • Revenue (TTM): $41.9B vs $33.2B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $233.1B vs $119.4B

Size Category: Mega Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 17.59 vs 28.39
  • P/B Ratio: 5.01 vs 2.42
  • EV/EBITDA: 22.77 vs 15.95
  • Forward P/E: 26.74 vs 15.92
  • PEG Ratio: 2.47 vs 1.89

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: LIFE SCIENCES vs LIFE SCIENCES
  • Industry: PHARMACEUTICAL PREPARATIONS vs ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • ABT Rating: Buy
  • MDT Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • ABT Country: USA
  • MDT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • ABT Beta: 0.69 (Low)
  • MDT Beta: 0.82 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • ABT Price vs 200-day MA: 117.70%
  • MDT Price vs 200-day MA: 108.86%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • ABT Dividend Yield: 2%
  • MDT Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
18.02
Forward P/E
26.74
PEG Ratio
2.47
Price/Book
5.01
EV/EBITDA
22.77
EV/Revenue
5.86

Income Statement

Revenue (TTM)
$41.9B
Gross Profit (TTM)
$23.3B
EBITDA
$10.7B

Financial Ratios

Profit Margin
32%
Operating Margin (TTM)
19%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
31%
ROA (TTM)
6%

Growth

Quarterly Revenue Growth (YoY)
7%
Quarterly Earnings Growth (YoY)
479%
52-Week Range
$98.72
$134.40
$141.23
50-Day Moving Average
$124.20
Price vs. 50-Day MA
8.21%
200-Day Moving Average
$114.19
Price vs. 200-Day MA
17.70%
Analyst Ratings Distribution
1
0
5
13
8
Strong Sell Strong Buy
Median Price Target
$135.54
Price to Target
99%

Stryker Corporation

SYK - NYQ
View SYK's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Life Sciences
Surgical & Medical Instruments & Apparatus
Market Cap: $144.7B
Volume: 2.0M (Moderate)
Beta: 0.96 (Average)
Dividend Yield: 1%
Neutral Momentum
Growth
Good Quality
Large Cap

Stryker Corporation is an American multinational medical technologies corporation based in Kalamazoo, Michigan. Stryker's products include implants used in joint replacement and trauma surgeries; surgical equipment and surgical navigation systems; endoscopic and communications systems; patient handling and emergency medical equipment; neurosurgical, neurovascular and spinal devices; as well as other medical device products used in a variety of medical specialties.

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Valuation
Financials
Momentum
Ratings

Stryker Corporation is a leading medical technology company that develops products in orthopedics, surgical equipment, and neurotechnology, which aligns closely with Medtronic's offerings in the medical device sector.

correlation
A-

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 41%

R-squared: 17%

This indicates a weak positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 7
  • MDT in SYK's comparables: Yes
  • SYK in MDT's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 3% vs 11%
  • Profit Margin: 13% vs 13%
  • ROE: 8% vs 15%
  • Operating Margin: 22% vs 26%
  • Revenue (TTM): $33.2B vs $22.6B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $119.4B vs $144.7B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
C+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 28.39 vs 48.75
  • P/B Ratio: 2.42 vs 7.07
  • EV/EBITDA: 15.95 vs 27.11
  • Forward P/E: 15.92 vs 28.25
  • PEG Ratio: 1.89 vs 2.82

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: LIFE SCIENCES vs LIFE SCIENCES
  • Industry: ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS vs SURGICAL & MEDICAL INSTRUMENTS & APPARATUS

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • MDT Rating: Hold
  • SYK Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • MDT Country: USA
  • SYK Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • MDT Beta: 0.82 (Low)
  • SYK Beta: 0.96 (Average)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • MDT Price vs 200-day MA: 108.86%
  • SYK Price vs 200-day MA: 104.97%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • MDT Dividend Yield: 3%
  • SYK Dividend Yield: 1%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
48.75
Forward P/E
28.25
PEG Ratio
2.82
Price/Book
7.07
EV/EBITDA
27.11
EV/Revenue
6.86

Income Statement

Revenue (TTM)
$22.6B
Gross Profit (TTM)
$14.5B
EBITDA
$6.0B

Financial Ratios

Profit Margin
13%
Operating Margin (TTM)
26%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
15%
ROA (TTM)
7%

Growth

Quarterly Revenue Growth (YoY)
11%
Quarterly Earnings Growth (YoY)
-53%
52-Week Range
$313.50
$379.30
$406.19
50-Day Moving Average
$382.10
Price vs. 50-Day MA
-0.73%
200-Day Moving Average
$361.35
Price vs. 200-Day MA
4.97%
Analyst Ratings Distribution
0
1
9
13
9
Strong Sell Strong Buy
Median Price Target
$423.36
Price to Target
90%

Becton, Dickinson and Company

BDX - NYQ
View BDX's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Life Sciences
Surgical & Medical Instruments & Apparatus
Market Cap: $65.9B
Volume: 1.4M (Moderate)
Beta: 0.38 (No Correlation)
Dividend Yield: 2%
Weak Momentum
Fair Value
Good Quality
Large Cap

Becton, Dickinson and Company, also known as BD, is an American multinational medical technology company that manufactures and sells medical devices, instrument systems, and reagents. BD also provides consulting and analytics services in certain geographies.

Compare
Valuation
Financials
Momentum
Ratings

Medtronic PLC is a leading medical technology company that focuses on surgical instruments and medical devices, positioning it closely alongside Becton, Dickinson in the industry.

correlation
B

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 32%

R-squared: 10%

This indicates a weak positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 6
  • BDX in MDT's comparables: Yes
  • MDT in BDX's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 10% vs 3%
  • Profit Margin: 8% vs 13%
  • ROE: 7% vs 8%
  • Operating Margin: 15% vs 22%
  • Revenue (TTM): $20.6B vs $33.2B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $65.9B vs $119.4B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 38.58 vs 28.39
  • P/B Ratio: 2.57 vs 2.42
  • EV/EBITDA: 17.04 vs 15.95
  • Forward P/E: 16.08 vs 15.92
  • PEG Ratio: 1.03 vs 1.89

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: LIFE SCIENCES vs LIFE SCIENCES
  • Industry: SURGICAL & MEDICAL INSTRUMENTS & APPARATUS vs ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • BDX Rating: Buy
  • MDT Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • BDX Country: USA
  • MDT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
B+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • BDX Beta: 0.38 (No Correlation)
  • MDT Beta: 0.82 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • BDX Price vs 200-day MA: 98.51%
  • MDT Price vs 200-day MA: 108.86%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • BDX Dividend Yield: 2%
  • MDT Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
38.58
Forward P/E
16.08
PEG Ratio
1.03
Price/Book
2.57
EV/EBITDA
17.04
EV/Revenue
4.01

Income Statement

Revenue (TTM)
$20.6B
Gross Profit (TTM)
$9.6B
EBITDA
$5.5B

Financial Ratios

Profit Margin
8%
Operating Margin (TTM)
15%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
7%
ROA (TTM)
4%

Growth

Quarterly Revenue Growth (YoY)
10%
Quarterly Earnings Growth (YoY)
8%
52-Week Range
$216.83
$229.54
$251.99
50-Day Moving Average
$232.70
Price vs. 50-Day MA
-1.36%
200-Day Moving Average
$233.02
Price vs. 200-Day MA
-1.49%
Analyst Ratings Distribution
0
0
3
9
6
Strong Sell Strong Buy
Median Price Target
$276.77
Price to Target
83%

Boston Scientific Corporation

BSX - NYQ
View BSX's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Life Sciences
Surgical & Medical Instruments & Apparatus
Market Cap: $146.3B
Volume: 10.7M (High)
Beta: 0.77 (Low)
Dividend Yield: N/A
Neutral Momentum
Growth
Good Quality
Large Cap

Boston Scientific Corporation, doing business as Boston Scientific, is a manufacturer of medical devices used in interventional medical specialties, including interventional radiology, interventional cardiology, peripheral interventions, neuromodulation, neurovascular intervention, electrophysiology, cardiac surgery, vascular surgery, endoscopy, oncology, urology and gynecology.

Compare
Valuation
Financials
Momentum
Ratings

Medtronic plc is a global leader in medical technology and devices, specializing in a range of therapeutic areas, aligning closely with Boston Scientific's focus on interventional medical specialties.

correlation
B+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 37%

R-squared: 14%

This indicates a weak positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 8
  • BSX in MDT's comparables: Yes
  • MDT in BSX's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 22% vs 3%
  • Profit Margin: 11% vs 13%
  • ROE: 9% vs 8%
  • Operating Margin: 17% vs 22%
  • Revenue (TTM): $16.7B vs $33.2B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $146.3B vs $119.4B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
C

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 79.30 vs 28.39
  • P/B Ratio: 6.83 vs 2.42
  • EV/EBITDA: 41.36 vs 15.95
  • Forward P/E: 35.34 vs 15.92
  • PEG Ratio: 1.80 vs 1.89

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: LIFE SCIENCES vs LIFE SCIENCES
  • Industry: SURGICAL & MEDICAL INSTRUMENTS & APPARATUS vs ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • BSX Rating: Buy
  • MDT Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • BSX Country: USA
  • MDT Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • BSX Beta: 0.77 (Low)
  • MDT Beta: 0.82 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • BSX Price vs 200-day MA: 114.81%
  • MDT Price vs 200-day MA: 108.86%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

Select Mutual Comparables:

Trailing P/E
79.30
Forward P/E
35.34
PEG Ratio
1.80
Price/Book
6.83
EV/EBITDA
41.36
EV/Revenue
9.52

Income Statement

Revenue (TTM)
$16.7B
Gross Profit (TTM)
$11.5B
EBITDA
$4.3B

Financial Ratios

Profit Margin
11%
Operating Margin (TTM)
17%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
9%
ROA (TTM)
5%

Growth

Quarterly Revenue Growth (YoY)
22%
Quarterly Earnings Growth (YoY)
12%
52-Week Range
$65.52
$99.13
$107.17
50-Day Moving Average
$99.90
Price vs. 50-Day MA
-0.77%
200-Day Moving Average
$86.34
Price vs. 200-Day MA
14.81%
Analyst Ratings Distribution
1
0
4
23
6
Strong Sell Strong Buy
Median Price Target
$115.62
Price to Target
86%

Zimmer Biomet Holdings, Inc.

ZBH - NYQ
View ZBH's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Life Sciences
Orthopedic, Prosthetic & Surgical Appliances & Supplies
Market Cap: $21.5B
Volume: 1.8M (Moderate)
Beta: 1.04 (Average)
Dividend Yield: 1%
Neutral Momentum
Fair Value
Average Quality
Large Cap

Zimmer Biomet is a publicly traded medical device company. The company is headquartered in Warsaw, Indiana, where it is part of the medical devices business cluster.

Compare
Valuation
Financials
Momentum
Ratings

Zimmer Biomet Holdings focuses on musculoskeletal healthcare and orthopedic products, positioning it similarly to Medtronic in the medical device industry with a focus on improving patient outcomes.

correlation
B

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 26%

R-squared: 7%

This indicates a negligible relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 8
  • MDT in ZBH's comparables: No
  • ZBH in MDT's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 3% vs 4%
  • Profit Margin: 13% vs 12%
  • ROE: 8% vs 7%
  • Operating Margin: 22% vs 23%
  • Revenue (TTM): $33.2B vs $7.7B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A-

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $119.4B vs $21.5B

Size Category: Large Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 28.39 vs 24.38
  • P/B Ratio: 2.42 vs 1.72
  • EV/EBITDA: 15.95 vs 12.07
  • Forward P/E: 15.92 vs 13.14
  • PEG Ratio: 1.89 vs 1.48

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: LIFE SCIENCES vs LIFE SCIENCES
  • Industry: ELECTROMEDICAL & ELECTROTHERAPEUTIC APPARATUS vs ORTHOPEDIC, PROSTHETIC & SURGICAL APPLIANCES & SUPPLIES

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • MDT Rating: Hold
  • ZBH Rating: Hold

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • MDT Country: USA
  • ZBH Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • MDT Beta: 0.82 (Low)
  • ZBH Beta: 1.04 (Average)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • MDT Price vs 200-day MA: 108.86%
  • ZBH Price vs 200-day MA: 99.85%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • MDT Dividend Yield: 3%
  • ZBH Dividend Yield: 1%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
24.38
Forward P/E
13.14
PEG Ratio
1.48
Price/Book
1.72
EV/EBITDA
12.07
EV/Revenue
3.54

Income Statement

Revenue (TTM)
$7.7B
Gross Profit (TTM)
$5.5B
EBITDA
$2.6B

Financial Ratios

Profit Margin
12%
Operating Margin (TTM)
23%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
7%
ROA (TTM)
5%

Growth

Quarterly Revenue Growth (YoY)
4%
Quarterly Earnings Growth (YoY)
-41%
52-Week Range
$97.69
$107.99
$133.01
50-Day Moving Average
$105.77
Price vs. 50-Day MA
2.10%
200-Day Moving Average
$108.15
Price vs. 200-Day MA
-0.15%
Analyst Ratings Distribution
1
1
17
6
5
Strong Sell Strong Buy
Median Price Target
$121.85
Price to Target
89%
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