BAX
Baxter International
Health Care · Health Care Equipment · US

$17.99
Close 2025-12-31
✗ ETHICAL FAIL

WEAK MOAT

HIGH
Data Confidence: 100%
Full financial profile available

Market Cap
$9.3B
Trailing P/E
Forward P/E
8.90
Rev Growth
+2.9%
Profit Margin
-9.7%
ROE
-15.0%
Analyst Target
$22.12
Recommendation
HOLD

About Baxter International

Baxter International Inc., through its subsidiaries, provides a portfolio of healthcare products in the United States. The company operates through three segments: Medical Products & Therapies, Healthcare Systems & Technologies, and Pharmaceuticals. It offers sterile intravenous (IV) solutions; infusion systems and devices; parenteral nutrition therapies; inhaled anesthetics; generic injectable pharmaceuticals; surgical hemostat and sealant products; advanced surgical equipment; smart bed systems; patient monitoring and diagnostic technologies; and respiratory health devices, as well as advanced equipment for the surgical space comprising operating room integration technologies, precision positioning devices, and other accessories. The company also provides specialty injectable pharmaceuticals, inhaled anesthetics, and drug compounding services. Its products are used in hospitals, nursing homes, rehabilitation centers, ambulatory surgery centers, doctors’ offices, kidney dialysis centers, and patients at home under physician supervision. The company sells its products through direct sales force, independent distributors, drug wholesalers, and specialty pharmacy or other alternate site providers. It operates in Eastern Europe, the Middle East, Africa, Latin America, Asia, Western Europe, Canada, Japan, Australia, and New Zealand. Baxter International Inc. was incorporated in 1931 and is headquartered in Deerfield, Illinois.

Opportunity Summary
Trading at $18 against a fair value of $40, a 55% discount. Fails ethical screen (Debt ratio). Ranks better than 64% of screened stocks.

Ethical Screen
Business Activity PASS
Debt Ratio (0.49%) FAIL
Cash Ratio (0.01%) PASS
Receivables Ratio (0.19%) PASS
Revenue Ratio (0.00%) PASS
Overall FAIL
Score Ethical: 10.0
Score Valuation: 95.0
Score Quality: 25.0
Score Combined: 42.5
Fair Value Est: $40.00 · Margin of Safety: +122.3% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation85.0
Quality9.9
Cash Flow100.0
Moat25.0
Balance Sheet38.7
Debt Purity0.0
Liquid Purity98.4
Rev Purity90.8
Compliance55.6
Tier: GOLD · Score: 70.1 · Rank: #279

Earnings History (Last 8 Quarters)
Date EPS Est. Reported EPS Surprise %
2026-07-30 0.37 Pending
2026-04-30 0.31 0.36 +15.9%
2026-02-12 0.54 0.44 -17.8%
2025-10-30 0.60 0.69 +15.4%
2025-07-31 0.61 0.59 -3.3%
2025-05-01 0.48 0.55 +13.8%
2025-02-20 0.53 0.58 +9.6%
2024-11-08 0.78 0.80 +3.0%

Quarterly Financials
Period Revenue Net Income EBITDA Gross Profit Op. Income EPS
2026-03-31 $2.7B -$15.0M $309.0M $891.0M $66.0M -0.03
2025-12-31 $3.0B -$1.1B -$447.0M $577.0M -$244.0M -2.19
2025-09-30 $2.8B -$46.0M $426.0M $950.0M $172.0M -0.09
2025-06-30 $2.8B $91.0M $462.0M $991.0M $191.0M 0.18
2025-03-31 $2.6B $126.0M $325.0M $861.0M $58.0M -0.03
2024-12-31

Insider Transactions
Date Name Role Shares Value
2026-05-05 MCDONNELL MICHAEL R Director 12,836
2026-05-05 WILKES DAVID S. M.D. Director 12,836
2026-05-05 AMPOFO WILLIAM A. II Director 12,836
2026-05-05 WENDELL AMY MCBRIDE Director 12,836
2026-05-05 SHAFER DAVID BRENT Chairman of the Board 12,836
2026-05-05 SCHLICHTING NANCY M Director 12,836
2026-05-05 CRAIG JEFFREY A Director 12,836
2026-05-05 MORRISON PATRICIA B Director 12,836
2026-02-27 ROSENBLOOM DAVID S General Counsel 26,709
2026-02-27 HIDER ANDREW P Chief Executive Officer 201,804
Top Institutional Holders
Holder Shares Value % Held
Blackrock Inc. 79.4M $1.5B 0.2%
Pzena Investment Management LLC 64.5M $1.2B 0.1%
Dodge & Cox Inc. 57.3M $1.1B 0.1%
FMR, LLC 46.3M $887.4M 0.1%
Vanguard Capital Management LLC 33.5M $642.7M 0.1%
Vanguard Portfolio Management LLC 24.0M $460.2M 0.0%
State Street Corporation 20.0M $383.2M 0.0%
Greenhaven Associates, Inc. 14.3M $274.4M 0.0%
Geode Capital Management, LLC 13.8M $264.0M 0.0%
Invesco Ltd. 13.1M $251.7M 0.0%

Analyst Recommendations
3 Months Ago
1
2
12
15 analysts

2 Months Ago
1
2
12
15 analysts

Last Month
1
2
13
17 analysts

Current
1
2
12
15 analysts

Strong Buy
Buy
Hold
Sell
Strong Sell

Additional Fundamentals
Enterprise Value
$17.5B
Price/Book
1.64
Beta
0.621
Analysts
13
Total Revenue (TTM)
$11.3B
Total Debt
$9.7B
Dividend Yield
111.0%
Rec. Mean
2.67
Short Ratio
4.55
Short % Float
0.1%
Employees
37,500

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Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration

The Opportunity
Score 42.5 (P52 — top 48.2% of scored tickers). Weak Moat. Ethical FAIL. 13 analysts at Hold.
Price: $17.99 | Target: $22.12 (+23%) | Fair Value: $40.00 (+122%)

Score
42

Moat
WEAK

Conviction
Standard

Upside
+23%

The Fundamentals
Revenue Growth+2.9%
Profit Margin0.0%
ROE-15.0%
Forward P/E8.9
Market Cap$9.3B

Earnings Track Record
Date Estimate Reported Surprise
2026-07-30 $0.37 Pending
2026-04-30 $0.31 $0.36 +15.9%
2026-02-12 $0.54 $0.44 -17.8%
2025-10-30 $0.60 $0.69 +15.4%
2025-07-31 $0.61 $0.59 -3.3%
2025-05-01 $0.48 $0.55 +13.8%
Position Sizing Scenarios
Stop: $15.29 (-15%) | Entry: $17.99
Shares Cost Profit to Target R:R
To Consensus ($22.12, 13 analysts)
10 $179.90 +$41.30 (23%) 1.5R
50 $899.50 +$206.50 (23%) 1.5R
100 $1,799.00 +$413.00 (23%) 1.5R
To Fair Value ($40.00)
10 $179.90 +$220.10 (122%) 8.2R
50 $899.50 +$1,100.50 (122%) 8.2R
100 $1,799.00 +$2,201.00 (122%) 8.2R
Risk Factors
  • Elevated short interest (4.55 days to cover)

The Verdict
Baxter International holds a weak competitive moat and trades at a 122.3% discount to fair value.

Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

C
Quant Score
48.6
Risk Grade
LOW_RISK
Layers
8

Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-3.4%
worst expected daily loss, 19 in 20 days
CVaR 95%
-6.5%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
-0.67
above 1.0 is good
Max Drawdown
-59.8%
Worst Day

Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
85
Liquidity Grade
HIGHLY LIQUID

Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal

Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
BELOW_200
Bollinger Position
ABOVE_UPPER
Beta
Relative Volume
0.9x
Short Interest

Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone

Piotroski F-Score

Earnings Beat Rate
75.0%
Earnings Consistency

Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
Ticker Correlation
ALGN 0.546
AIN 0.490
EXR 0.488
WOOD 0.486
XLV 0.479
Inverse Correlated
Ticker Correlation
QIC.KW -0.449
PAPER.KW -0.164
9590.SR -0.149
6033.KL -0.143
8210.SR -0.138

Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Tuesday
Worst Day
Thursday
Best Month
Aug
Worst Month
Jul
Fri-Mon Effect
0.24096285127020575

Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
-1.4%
Beat Drift Positive %
40.0%
Consistency

Momentum Rankings

How does this ticker’s recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+6.7%
3M Return
-6.0%
6M Return
+11.4%
12M Return
-35.1%
Momentum Rank
#2800
Momentum Signal
FLAT

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