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Business Description

Industry: Medical Instruments & Equipment » Medical Instruments & Supplies    NAICS: 339112    SIC: 3841
Compare:OTCPK:ESLOY, NAS:ILMN, NYSE:BCR, NYSE:BDX, OTCPK:CLPBY, NAS:XRAY, OTCPK:OCPNY, NYSE:MTD, NYSE:WAT, OTCPK:TRUMF, NAS:HOLX, NYSE:RMD, NYSE:COO, OTCPK:SAUHY, NYSE:WST, NYSE:STE, NYSE:HRC, OTCPK:GNGBY, NYSE:CMD, NAS:ICUI » details
Traded in other countries:BTL.Germany, BAX.Mexico, BAX.Switzerland, 0QK8.UK,
Baxter International Inc is a healthcare company. It develops, manufactures and markets products that save and sustain the lives of people with hemophilia, immune disorders, infectious diseases, kidney disease, trauma and other chronic conditions.

Baxter manufactures medical products across four major business segments. The renal segment (38% of sales) includes hemodialysis and peritoneal dialysis products. Integrated pharmacy solutions (23% of sales) includes nutrition, injectable drugs, and compounding services. IV pumps and solutions make up the fluid systems segment (21% of sales), while biosurgical supplies and anesthetic gases constitute the surgical care segment (13% of sales). Contract manufacturing services round out the roughly remaining 4% of sales.

Guru Investment Theses on Baxter International Inc

Bill Nygren Comments on Baxter - Jan 10, 2017

Baxter (NYSE:BAX) is a collection of disparate health care businesses, which include dialysis consumables, intravenous solutions and surgical sealants. These businesses represent what was left at Baxter following the spinoff of Baxalta in mid-2015. The businesses hadn’t been run optimally, and at the time of the spin were only producing 9% margins, which represents less than half of the levels we believe to be achievable. Baxter hired outsider Jose Almeida as CEO in late 2015. Oakmark Fund shareholders might fondly remember Almeida from his successful tenure as CEO of our long-time holding Covidien, where he fixed (and eventually sold) a collection of health care assets that had been spun out from Tyco International. We believe Almeida has the right skill set to improve Baxter’s margins and portfolio of assets, and that the company is selling at a large discount to intrinsic value.



From Bill Nygren (Trades, Portfolio)'s Oakmark Fund fourth quarter 2016 commentary.

Check out Bill Nygren latest stock trades

Top Ranked Articles about Baxter International Inc

Bill Nygren Comments on Baxter Guru stock highlight
Baxter (NYSE:BAX) is a collection of disparate health care businesses, which include dialysis consumables, intravenous solutions and surgical sealants. These businesses represent what was left at Baxter following the spinoff of Baxalta in mid-2015. The businesses hadn’t been run optimally, and at the time of the spin were only producing 9% margins, which represents less than half of the levels we believe to be achievable. Baxter hired outsider Jose Almeida as CEO in late 2015. Oakmark Fund shareholders might fondly remember Almeida from his successful tenure as CEO of our long-time holding Covidien, where he fixed (and eventually sold) a collection of health care assets that had been spun out from Tyco International. We believe Almeida has the right skill set to improve Baxter’s margins and portfolio of assets, and that the company is selling at a large discount to intrinsic value. Read more...
Vanguard Health Care Fund Sells Amgen, Baxter The guru's largest 3rd-quarter sales
Following its third-quarter report, Vanguard Health Care Fund (Trades, Portfolio) holds 73 stocks with a total value of $46.245 billion. The following are the sales with the largest impacts on its portfolio. Read more...
Medical Companies Offer Good Value Opportunities A discussion of Peter Lynch, his top-performing strategies and good health care companies
Due to the great financial crisis, most companies were undervalued based on their valuations. Based on backtesting results, the “Peter Lynch Growth with Lower Valuation” test portfolio took positions in Baxter International Inc. (NYSE:BAX) and Abbott Laboratories (NYSE:ABT), two medical companies that reached historically low price-earnings ratios. While these companies presented good value opportunities from 2007-2011, other medical companies provide better opportunities in 2016. Read more...
2 CEOs Make Big Buys of Their Companies’ Stocks Purchases may benefit their respective companies
One of the biggest insider buys of the week occurred yesterday when Flex Pharma Inc. (NASDAQ:FLKS) president and CEO Christoph H. Westphal bought 30,334 shares at an average price of $12.42, a move that may signal a positive outlook for the company. Read more...
Baxter International Officer Invests in Stake CEO purchases 11,691 shares in the company
Jose (Joe) Almeida (Insider Trades), CEO and chairman of the board of Baxter International Inc. (BAX), acquired 11,691 shares of the company on May 23. Read more...
Dan Loeb's Third Point Portfolio Highly Concentrated The top position is in the green and tries to offset the negative performances of the other 2
Daniel Loeb´s Third Point disclosed an equity portfolio valued at some $9.86 billion at the end of the fourth quarter of 2015. The equity portfolio is mainly invested in Health Care (53%), Materials (17%) and Consumer Discretionary (11%) stocks. Read more...
» More Articles for BAX

Ratios

vs
industry
vs
history
PE Ratio 5.76
BAX's PE Ratio is ranked higher than
95% of the 139 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 30.61 vs. BAX: 5.76 )
Ranked among companies with meaningful PE Ratio only.
BAX' s PE Ratio Range Over the Past 10 Years
Min: 4.88  Med: 9.36 Max: 22.53
Current: 5.76
4.88
22.53
Forward PE Ratio 24.10
BAX's Forward PE Ratio is ranked higher than
52% of the 40 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 24.75 vs. BAX: 24.10 )
Ranked among companies with meaningful Forward PE Ratio only.
N/A
PE Ratio without NRI 5.77
BAX's PE Ratio without NRI is ranked higher than
95% of the 130 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 30.85 vs. BAX: 5.77 )
Ranked among companies with meaningful PE Ratio without NRI only.
BAX' s PE Ratio without NRI Range Over the Past 10 Years
Min: 4.89  Med: 9.88 Max: 115.67
Current: 5.77
4.89
115.67
Price-to-Owner-Earnings 6.28
BAX's Price-to-Owner-Earnings is ranked higher than
95% of the 80 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 29.68 vs. BAX: 6.28 )
Ranked among companies with meaningful Price-to-Owner-Earnings only.
BAX' s Price-to-Owner-Earnings Range Over the Past 10 Years
Min: 5.33  Med: 11.68 Max: 39.19
Current: 6.28
5.33
39.19
PB Ratio 3.35
BAX's PB Ratio is ranked higher than
50% of the 188 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 3.38 vs. BAX: 3.35 )
Ranked among companies with meaningful PB Ratio only.
BAX' s PB Ratio Range Over the Past 10 Years
Min: 2.05  Med: 2.64 Max: 3.38
Current: 3.35
2.05
3.38
PS Ratio 2.79
BAX's PS Ratio is ranked higher than
52% of the 187 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 2.85 vs. BAX: 2.79 )
Ranked among companies with meaningful PS Ratio only.
BAX' s PS Ratio Range Over the Past 10 Years
Min: 1.06  Med: 1.59 Max: 2.82
Current: 2.79
1.06
2.82
Price-to-Free-Cash-Flow 30.53
BAX's Price-to-Free-Cash-Flow is ranked lower than
53% of the 76 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 30.12 vs. BAX: 30.53 )
Ranked among companies with meaningful Price-to-Free-Cash-Flow only.
BAX' s Price-to-Free-Cash-Flow Range Over the Past 10 Years
Min: 6.96  Med: 10.03 Max: 53.93
Current: 30.53
6.96
53.93
Price-to-Operating-Cash-Flow 17.28
BAX's Price-to-Operating-Cash-Flow is ranked higher than
53% of the 97 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 18.55 vs. BAX: 17.28 )
Ranked among companies with meaningful Price-to-Operating-Cash-Flow only.
BAX' s Price-to-Operating-Cash-Flow Range Over the Past 10 Years
Min: 4.58  Med: 7.23 Max: 18.83
Current: 17.28
4.58
18.83
EV-to-EBIT 5.57
BAX's EV-to-EBIT is ranked higher than
96% of the 153 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 23.23 vs. BAX: 5.57 )
Ranked among companies with meaningful EV-to-EBIT only.
BAX' s EV-to-EBIT Range Over the Past 10 Years
Min: -2940.9  Med: 8.4 Max: 63.8
Current: 5.57
-2940.9
63.8
EV-to-EBITDA 4.78
BAX's EV-to-EBITDA is ranked higher than
96% of the 165 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 16.75 vs. BAX: 4.78 )
Ranked among companies with meaningful EV-to-EBITDA only.
BAX' s EV-to-EBITDA Range Over the Past 10 Years
Min: 4.1  Med: 6.7 Max: 45.7
Current: 4.78
4.1
45.7
Shiller PE Ratio 12.16
BAX's Shiller PE Ratio is ranked higher than
91% of the 46 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 43.77 vs. BAX: 12.16 )
Ranked among companies with meaningful Shiller PE Ratio only.
BAX' s Shiller PE Ratio Range Over the Past 10 Years
Min: 9.65  Med: 12.69 Max: 21.96
Current: 12.16
9.65
21.96
Current Ratio 2.40
BAX's Current Ratio is ranked higher than
50% of the 168 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 2.40 vs. BAX: 2.40 )
Ranked among companies with meaningful Current Ratio only.
BAX' s Current Ratio Range Over the Past 10 Years
Min: 1.08  Med: 1.73 Max: 2.4
Current: 2.4
1.08
2.4
Quick Ratio 1.87
BAX's Quick Ratio is ranked higher than
60% of the 168 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 1.64 vs. BAX: 1.87 )
Ranked among companies with meaningful Quick Ratio only.
BAX' s Quick Ratio Range Over the Past 10 Years
Min: 0.74  Med: 1.26 Max: 1.87
Current: 1.87
0.74
1.87
Days Inventory 94.97
BAX's Days Inventory is ranked higher than
69% of the 158 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 126.59 vs. BAX: 94.97 )
Ranked among companies with meaningful Days Inventory only.
BAX' s Days Inventory Range Over the Past 10 Years
Min: 91.48  Med: 138.8 Max: 219.03
Current: 94.97
91.48
219.03
Days Sales Outstanding 70.11
BAX's Days Sales Outstanding is ranked lower than
68% of the 142 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 61.07 vs. BAX: 70.11 )
Ranked among companies with meaningful Days Sales Outstanding only.
BAX' s Days Sales Outstanding Range Over the Past 10 Years
Min: 58.53  Med: 66.28 Max: 112.88
Current: 70.11
58.53
112.88
Days Payable 47.70
BAX's Days Payable is ranked lower than
52% of the 129 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 49.88 vs. BAX: 47.70 )
Ranked among companies with meaningful Days Payable only.
BAX' s Days Payable Range Over the Past 10 Years
Min: 39.5  Med: 46.3 Max: 76.67
Current: 47.7
39.5
76.67

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield % 1.00
BAX's Dividend Yield % is ranked lower than
62% of the 143 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 1.25 vs. BAX: 1.00 )
Ranked among companies with meaningful Dividend Yield % only.
BAX' s Dividend Yield % Range Over the Past 10 Years
Min: 0.97  Med: 3.86 Max: 5.89
Current: 1
0.97
5.89
Dividend Payout Ratio 0.06
BAX's Dividend Payout Ratio is ranked higher than
99% of the 85 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 0.30 vs. BAX: 0.06 )
Ranked among companies with meaningful Dividend Payout Ratio only.
BAX' s Dividend Payout Ratio Range Over the Past 10 Years
Min: 0.06  Med: 0.35 Max: 3.37
Current: 0.06
0.06
3.37
3-Year Dividend Growth Rate -35.90
BAX's 3-Year Dividend Growth Rate is ranked lower than
86% of the 63 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 10.10 vs. BAX: -35.90 )
Ranked among companies with meaningful 3-Year Dividend Growth Rate only.
BAX' s 3-Year Dividend Growth Rate Range Over the Past 10 Years
Min: -35.9  Med: 0.8 Max: 22.5
Current: -35.9
-35.9
22.5
Forward Dividend Yield % 1.00
BAX's Forward Dividend Yield % is ranked lower than
67% of the 144 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 1.40 vs. BAX: 1.00 )
Ranked among companies with meaningful Forward Dividend Yield % only.
N/A
5-Year Yield-on-Cost % 0.48
BAX's 5-Year Yield-on-Cost % is ranked lower than
68% of the 173 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 1.86 vs. BAX: 0.48 )
Ranked among companies with meaningful 5-Year Yield-on-Cost % only.
BAX' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.46  Med: 1.82 Max: 2.82
Current: 0.48
0.46
2.82
3-Year Average Share Buyback Ratio 0.30
BAX's 3-Year Average Share Buyback Ratio is ranked higher than
86% of the 118 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: -2.70 vs. BAX: 0.30 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
BAX' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -2.1  Med: -0.1 Max: 3.3
Current: 0.3
-2.1
3.3

Valuation & Return

vs
industry
vs
history
Price-to-Tangible-Book 6.08
BAX's Price-to-Tangible-Book is ranked lower than
60% of the 159 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 4.31 vs. BAX: 6.08 )
Ranked among companies with meaningful Price-to-Tangible-Book only.
BAX' s Price-to-Tangible-Book Range Over the Past 10 Years
Min: 3.9  Med: 5.34 Max: 10.45
Current: 6.08
3.9
10.45
Price-to-Intrinsic-Value-Projected-FCF 1.23
BAX's Price-to-Intrinsic-Value-Projected-FCF is ranked higher than
83% of the 90 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 2.04 vs. BAX: 1.23 )
Ranked among companies with meaningful Price-to-Intrinsic-Value-Projected-FCF only.
BAX' s Price-to-Intrinsic-Value-Projected-FCF Range Over the Past 10 Years
Min: 0.53  Med: 1.05 Max: 2.34
Current: 1.23
0.53
2.34
Price-to-Median-PS-Value 1.77
BAX's Price-to-Median-PS-Value is ranked lower than
81% of the 165 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 1.14 vs. BAX: 1.77 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
BAX' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.69  Med: 0.97 Max: 1.78
Current: 1.77
0.69
1.78
Price-to-Graham-Number 1.25
BAX's Price-to-Graham-Number is ranked higher than
74% of the 87 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 2.58 vs. BAX: 1.25 )
Ranked among companies with meaningful Price-to-Graham-Number only.
BAX' s Price-to-Graham-Number Range Over the Past 10 Years
Min: 1.07  Med: 1.93 Max: 5.55
Current: 1.25
1.07
5.55
Earnings Yield (Greenblatt) % 18.01
BAX's Earnings Yield (Greenblatt) % is ranked higher than
97% of the 230 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 3.20 vs. BAX: 18.01 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
BAX' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: 1.6  Med: 11.8 Max: 20.8
Current: 18.01
1.6
20.8
Forward Rate of Return (Yacktman) % 5.63
BAX's Forward Rate of Return (Yacktman) % is ranked lower than
68% of the 90 Companies
in the Global Medical Instruments & Supplies industry.

( Industry Median: 8.56 vs. BAX: 5.63 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) % only.
BAX' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: -11.8  Med: 15.6 Max: 30.5
Current: 5.63
-11.8
30.5

More Statistics

Revenue (TTM) (Mil) $10,163
EPS (TTM) $ 9.01
Beta0.70
Short Percentage of Float1.58%
52-Week Range $39.98 - 52.33
Shares Outstanding (Mil)541.96

Analyst Estimate

Dec17 Dec18 Dec19
Revenue (Mil $) 10,212 10,573 10,883
EPS ($) 2.15 2.40 2.56
EPS without NRI ($) 2.15 2.40 2.56
EPS Growth Rate
(Future 3Y To 5Y Estimate)
17.86%
Dividends per Share ($) 0.61 0.61 0.67
» More Articles for BAX

Headlines

Articles On GuruFocus.com
10 Low PE Stock Picks for Defensive Investors Feb 27 2017 
10 Undervalued Companies for Value Investors Feb 14 2017 
Edwards Lifesciences Director Buys 3,000 Shares Feb 07 2017 
Using a Benjamin Graham Value Investing Strategy Feb 07 2017 
Daniel Loeb's Third Point Hedge Fund 4th Quarter Commentary Feb 02 2017 
10 Low P/E Stock Picks for the Defensive Investor Jan 30 2017 
4 Best Stocks for Value Investors This Week Jan 29 2017 
Steven Romick Spots Next Area of Interest, Health Care Jan 13 2017 
Bill Nygren Comments on Baxter Jan 10 2017 
10 Stocks Trading Below Their Graham Number Dec 19 2016 

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