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ISIN
US0718131099
CUSIP
071813109
IPO Date
Oct 27, 1981

Highlights

Market Cap
$13.51B
Enterprise Value
$21.87B
EPS (TTM)
-$2.06
Total Revenue (TTM)
$11.47B
Gross Profit (TTM)
$3.45B
EBITDA (TTM)
$227.00M
Year Range
$15.73 - $30.00
Target Price
$22.86
ROA (TTM)
-5.37%
ROE (TTM)
-17.13%
Avg. Volume (1M)
7M
Avg. Volume Value (1M)
$157.57M

Share Price Chart


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Performance

BAX Performance Chart

Baxter International Inc. (BAX) is up 37.0% since the beginning of the year. At $26 per share, BAX is trading 12.8% below its 52-week high of $30. Investors who bought $1,000 worth of BAX shares 5 years ago would now be looking at an investment worth $374.


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Benchmark

Compare this symbol against anything

Returns By Period

Baxter International Inc. (BAX) has returned 37.03% so far this year and 20.15% over the past 12 months. Over the last ten years, BAX has returned -4.50% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.


Baxter International Inc.

1D
-2.21%
1M
15.50%
6M
30.48%
YTD
37.03%
1Y
20.15%
3Y*
-14.79%
5Y*
-17.84%
10Y*
-4.50%
ALL TIME*
8.03%

Benchmark (S&P 500 Index)

1D
0.70%
1M
0.09%
6M
7.94%
YTD
9.41%
1Y
20.07%
3Y*
17.84%
5Y*
11.25%
10Y*
13.26%
ALL TIME*
8.09%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BAX Monthly Returns History

Based on dividend-adjusted daily data since Oct 27, 1981, BAX's average daily return is +0.05%, while the average monthly return is +0.98%. At this rate, an investment would double in approximately 5.9 years.

Historically, 58% of months were positive and 42% were negative. The best month was Nov 1981 with a return of +98.5%, while the worst month was Mar 2003 at -34.3%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.

On a daily basis, BAX closed higher 49% of trading days. The best single day was Nov 4, 1981 with a return of +94.5%, while the worst single day was Jul 18, 2002 at -26.3%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20265.02%1.54%-17.53%4.64%6.88%13.53%22.70%37.03%
202511.66%6.50%-0.81%-8.94%-1.60%-0.72%-28.14%14.26%-7.78%-18.88%1.52%1.97%-33.28%
20240.08%6.51%4.45%-5.55%-14.82%-1.88%7.09%6.73%0.08%-5.98%-5.09%-13.50%-22.40%
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%

Benchmark Metrics

Baxter International Inc. has an annualized alpha of 4.56%, beta of 0.75, and R2 of 0.17 versus S&P 500 Index. Calculated based on daily prices since October 27, 1981.

  • This stock participated in 79.95% of S&P 500 Index downside but only 75.44% of its upside - more exposed to losses than it benefited from rallies.
  • R2 of 0.17 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
4.56%
Beta
0.75
0.17
Upside Capture
75.44%
Downside Capture
79.95%

Return for Risk

Risk / Return Rank

BAX ranks 58 for risk / return — above 58% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.


BAX Risk / Return Rank: 5858
Overall Rank
BAX Sharpe Ratio Rank: 6262
Sharpe Ratio Rank
BAX Sortino Ratio Rank: 5656
Sortino Ratio Rank
BAX Omega Ratio Rank: 5757
Omega Ratio Rank
BAX Calmar Ratio Rank: 5959
Calmar Ratio Rank
BAX Martin Ratio Rank: 5757
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

Risk / Return Metrics

The table below present risk-adjusted performance metrics for Baxter International Inc. (BAX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BAXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.92

Sortino ratioReturn per unit of downside risk

-1.07

Omega ratioGain probability vs. loss probability

1.12

1.25

-0.13

Calmar ratioReturn relative to maximum drawdown

0.59

2.00

-1.41

Martin ratioReturn relative to average drawdown

1.07

8.49

-7.42

Dividends

Dividend History

Baxter International Inc. provided a 0.76% dividend yield over the last twelve months, with an annual payout of $0.20 per share.


0.00%20.00%40.00%60.00%80.00%$0.00$5.00$10.00$15.00$20.00$25.00$30.00$35.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$0.20$0.52$1.04$1.16$1.15$1.09$0.96$0.85$0.73$0.61$0.51$33.21

Dividend yield

0.76%2.72%3.57%3.00%2.26%1.26%1.19%1.02%1.11%0.94%1.14%87.05%

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
2026$0.00$0.01$0.00$0.00$0.01$0.00$0.00$0.02
2025$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.17$0.00$0.00$0.01$0.00$0.52
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

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.


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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 81.15%, occurring on Mar 30, 2026. The portfolio has not yet recovered.

The current Baxter International Inc. drawdown is 68.77%.


Drawdown

Fall

Recovery

Underwater

Related event

-81.15%Mar 2026
5y 11mo
6y 3moApr 2020 - now
-68.27%Apr 2003
1y 4d4y 17d
5y 21dMar 2002 - Apr 2007
-61.68%Dec 1984
1y 4mo6y 1mo
7y 6moJul 1983 - Jan 1991
-47.27%Sep 1993
1y 8mo1y 9mo
3y 5moDec 1991 - Jun 1995
-40.90%May 2010
1y 9mo2y 5mo
4y 2moAug 2008 - Nov 2012

Drawdown Indicators


BAXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-81.15%

-56.78%

-24.37%

Max Drawdown (1Y)

Largest decline over 1 year

-35.94%

-9.10%

-26.84%

Max Drawdown (3Y)

Largest decline over 3 years

-62.43%

-18.90%

-43.53%

Max Drawdown (5Y)

Largest decline over 5 years

-80.61%

-25.43%

-55.18%

Max Drawdown (10Y)

Largest decline over 10 years

-81.15%

-33.92%

-47.23%

Current Drawdown

Current decline from peak

-68.77%

-1.58%

-67.19%

Average Drawdown

Average peak-to-trough decline

-21.81%

-10.70%

-11.11%

Ulcer Index

Depth and duration of drawdowns from previous peaks

19.94%

2.14%

+17.80%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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 overview of how Baxter International Inc. is priced in the market compared to other companies in the Medical Instruments & Supplies industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for BAX relative to other companies in the Medical Instruments & Supplies industry. Currently, BAX has a P/S ratio of 1.2. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for BAX in comparison with other companies in the Medical Instruments & Supplies industry. Currently, BAX has a P/B value of 2.2. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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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