BAXBaxter International

$26.49

Is the business good?

How good a business is BAX?

Baxter International earns −4.9% on the capital it employs against a 9.0% cost of capital, so growth costs more than it returns.

−4.9%

Return on invested capital · cost of capital 9.0% · 14 points below what the capital costs: growth destroys value

Operating margin
−2.6%

Operating margin · Medical Instruments & Supplies median 5.8% · 12 months to Q1 2026

Share count, year on year
+0.19%

Share count, year on year · flat: no meaningful dilution

R&D as % of revenue
4.6%

R&D as % of revenue

Operating margin by fiscal year
YearOperating margin
FY202014%
FY202111%
FY2022−28%
FY20236.8%
FY20240.13%
FY2025−2.7%
Details
Gross margin12 months to Q1 2026
30%
Operating margin12 months to Q1 2026
−2.6%
Net margin12 months to Q1 2026
−9.7%
R&D as % of revenue
4.6%
Revenue, trailing twelve months
$11.3B
Net income, trailing twelve months
−$1.10B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
−4.9%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.