10Mes·

🚀💔 Sometimes paths part ... After a long journey with $BDX (+1,8%) since 2019, I have decided to say goodbye today. Despite the hope of shining with the strong pricing power and excellent customer access and outperforming the S&P500, I fell short of my expectations. $BDX (+1,8%) fell short of my expectations.


📉 A look back shows: EPS growth of just 6.08% over the last 5 years - not what I had hoped for. The current valuations are also too high for a company without real growth.


TTM (Trailing 12 Months)

P/E RATIO (P/E): 55

CCV (P/FCF): 26.31


NTM (Next 12 Months)

KGV (P/E): 18.06

KCV (P/FCF): 18.77



🔍📊 In the appendix you will find a visual comparison of $BDX (+1,8%) vs. $VUSA (-0,51%) (S&P 500 ETF) - a picture is worth a thousand words.


💡 Lesson learned and let's move on! What are your experiences with other investments that didn't perform as expected? Do you wait and see or do you sell?




attachment
28.02
Becton Dickinson logo
Venduto x5 a 222,00 €
1.110,00 €
11,84%
5
1 Commento

immagine del profilo
From an employee's point of view, a top company with a positive outlook for the future.

From a stock market perspective, however, not really exciting if you look at the chart.
Good share program for employees, but normally there are certainly more attractive investments.
1
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