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Baxter International Inc. (BAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US0718131099

CUSIP

071813109

Sector

Healthcare

IPO Date

Oct 27, 1981

Highlights

Market Cap

$15.13B

EPS (TTM)

$0.25

PE Ratio

118.56

PEG Ratio

1.70

Total Revenue (TTM)

$13.99B

Gross Profit (TTM)

$5.28B

EBITDA (TTM)

$1.92B

Year Range

$29.15 - $43.07

Target Price

$40.69

Short %

3.17%

Short Ratio

2.76

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
BAX vs. EW BAX vs. OMI BAX vs. ^SP500TR BAX vs. DHR BAX vs. SPY BAX vs. SNPS BAX vs. PFE BAX vs. BMY BAX vs. IBB BAX vs. HTGC
Popular comparisons:
BAX vs. EW BAX vs. OMI BAX vs. ^SP500TR BAX vs. DHR BAX vs. SPY BAX vs. SNPS BAX vs. PFE BAX vs. BMY BAX vs. IBB BAX vs. HTGC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Baxter International Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


1,000.00%1,500.00%2,000.00%2,500.00%3,000.00%3,500.00%JulyAugustSeptemberOctoberNovemberDecember
995.12%
3,383.31%
BAX (Baxter International Inc.)
Benchmark (^GSPC)

Returns By Period

Baxter International Inc. had a return of -23.06% year-to-date (YTD) and -23.12% in the last 12 months. Over the past 10 years, Baxter International Inc. had an annualized return of -1.85%, while the S&P 500 had an annualized return of 11.01%, indicating that Baxter International Inc. did not perform as well as the benchmark.


BAX

YTD

-23.06%

1M

-12.00%

6M

-13.19%

1Y

-23.12%

5Y*

-17.32%

10Y*

-1.85%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

The table below presents the monthly returns of BAX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.08%6.51%4.45%-5.55%-14.82%-1.88%7.09%6.73%0.08%-5.98%-5.09%-23.06%
2023-10.36%-11.94%1.53%17.55%-14.60%12.69%-0.72%-9.61%-7.04%-14.07%12.15%7.15%-21.91%
2022-0.47%-0.22%-8.74%-8.36%7.02%-15.21%-8.67%-2.05%-5.79%0.91%4.01%-9.37%-39.58%
2021-4.25%1.44%8.56%1.60%-4.17%-1.64%-3.91%-1.46%5.91%-1.83%-5.56%15.54%8.48%
20206.70%-6.21%-2.73%9.35%1.39%-4.08%0.33%1.09%-7.64%-3.54%-1.93%5.83%-2.93%
201910.13%3.35%8.81%-6.16%-3.75%11.84%2.53%5.01%-0.55%-12.31%6.87%2.29%28.40%
201811.43%-5.89%-3.83%6.86%2.20%4.23%-1.88%2.91%3.66%-18.91%9.97%-3.98%2.89%
20178.05%6.28%2.11%7.37%6.81%2.07%-0.10%2.85%1.14%2.74%1.89%-1.36%47.30%
2016-4.06%7.95%4.27%7.64%-2.40%5.09%6.19%-2.42%1.86%-0.02%-6.49%-0.07%17.58%
2015-4.07%-1.65%-0.94%0.35%-3.10%4.98%5.50%-4.07%-14.30%13.82%0.70%1.64%-3.59%
2014-1.80%1.76%5.87%-1.07%2.23%-2.84%3.31%0.39%-4.28%-2.27%4.08%0.40%5.38%
20131.77%-0.35%7.46%-3.81%0.66%-1.51%5.44%-4.76%-5.56%0.27%3.92%1.61%4.34%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of BAX is 13, meaning it’s performing worse than 87% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of BAX is 1313
Overall Rank
The Sharpe Ratio Rank of BAX is 88
Sharpe Ratio Rank
The Sortino Ratio Rank of BAX is 1010
Sortino Ratio Rank
The Omega Ratio Rank of BAX is 1111
Omega Ratio Rank
The Calmar Ratio Rank of BAX is 2626
Calmar Ratio Rank
The Martin Ratio Rank of BAX is 88
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Baxter International Inc. (BAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for BAX, currently valued at -0.84, compared to the broader market-4.00-2.000.002.00-0.841.90
The chart of Sortino ratio for BAX, currently valued at -1.12, compared to the broader market-4.00-2.000.002.004.00-1.122.54
The chart of Omega ratio for BAX, currently valued at 0.86, compared to the broader market0.501.001.502.000.861.35
The chart of Calmar ratio for BAX, currently valued at -0.34, compared to the broader market0.002.004.006.00-0.342.81
The chart of Martin ratio for BAX, currently valued at -1.45, compared to the broader market0.0010.0020.00-1.4512.39
BAX
^GSPC

The current Baxter International Inc. Sharpe ratio is -0.84. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Baxter International Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-0.84
1.90
BAX (Baxter International Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Baxter International Inc. provided a 3.60% dividend yield over the last twelve months, with an annual payout of $1.04 per share. The company has been increasing its dividends for 22 consecutive years.


0.00%0.50%1.00%1.50%2.00%2.50%3.00%$0.00$0.20$0.40$0.60$0.80$1.00$1.2020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.04$1.16$1.15$1.09$0.97$0.85$0.73$0.61$0.51$0.23$0.00$0.00

Dividend yield

3.60%3.00%2.26%1.27%1.21%1.02%1.11%0.94%1.14%0.60%0.00%0.00%

Monthly Dividends

The table displays the monthly dividend distributions for Baxter International Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.17$0.00$1.04
2023$0.00$0.29$0.00$0.00$0.00$0.29$0.00$0.29$0.00$0.00$0.29$0.00$1.16
2022$0.00$0.28$0.00$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$1.15
2021$0.00$0.25$0.00$0.00$0.00$0.28$0.00$0.00$0.28$0.00$0.00$0.28$1.09
2020$0.00$0.22$0.00$0.00$0.00$0.25$0.00$0.25$0.00$0.00$0.00$0.25$0.97
2019$0.00$0.19$0.00$0.00$0.00$0.22$0.00$0.22$0.00$0.00$0.00$0.22$0.85
2018$0.00$0.00$0.16$0.00$0.19$0.00$0.00$0.19$0.00$0.00$0.19$0.00$0.73
2017$0.00$0.00$0.13$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.61
2016$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.13$0.00$0.00$0.13$0.00$0.51
2015$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.12$0.00$0.00$0.12$0.23
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2013$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%3.6%
Baxter International Inc. has a dividend yield of 3.60%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%34.6%
Baxter International Inc. has a payout ratio of 34.55%, which is quite average when compared to the overall market. This suggests that Baxter International Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-66.13%
-3.58%
BAX (Baxter International Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Baxter International Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Baxter International Inc. was 68.86%, occurring on Apr 1, 2003. Recovery took 1151 trading sessions.

The current Baxter International Inc. drawdown is 66.13%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68.86%Mar 28, 2002255Apr 1, 20031151Oct 25, 20071406
-66.13%Apr 21, 20201175Dec 18, 2024
-44.59%Dec 31, 1991435Sep 17, 1993444Jun 21, 1995879
-43.35%Oct 6, 1987285Nov 17, 1988551Jan 24, 1991836
-43.12%Aug 11, 2008461Jun 9, 2010703Mar 26, 20131164

Volatility

Volatility Chart

The current Baxter International Inc. volatility is 6.54%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%JulyAugustSeptemberOctoberNovemberDecember
6.54%
3.64%
BAX (Baxter International Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Baxter International Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Baxter International Inc. compared to its peers in the Medical Instruments & Supplies industry.


PE Ratio
50.0100.0150.0200.0118.6
The chart displays the price to earnings (P/E) ratio for BAX in comparison to other companies of the Medical Instruments & Supplies industry. Currently, BAX has a PE value of 118.6. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
0.05.010.015.020.01.7
The chart displays the price to earnings to growth (PEG) ratio for BAX in comparison to other companies of the Medical Instruments & Supplies industry. Currently, BAX has a PEG value of 1.7. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Baxter International Inc..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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