Baxter International (BAX) is a health care equipment company in the Health Care sector. Listed on the NASDAQ, Baxter International is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $20.31.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $20.31 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | -20.17% |
| Risk / Std Dev (Annualized) | 33.77% |
| Sharpe Ratio (rf=4.5%) | -0.73 |
S&P 500 Context
- Sector: Health Care
- Sub-Industry: Health Care Equipment
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of -20.17% with an annualized volatility of 33.77%. The Sharpe ratio of -0.73 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 10.49B |
| Enterprise Value | 18.13B |
| Forward P/E | 10.07 |
| Price to Book | 1.74 |
| Price to Sales | 0.93 |
| EV/Revenue | 1.6 |
| EV/EBITDA | 9.5 |
| Profitability | | | Profit Margin | -9.7% | | Operating Margin | 6.03% | | ROE | -15.01% | | ROA | 2.85% |
| Growth | | | Revenue Growth | 2.9% |
| Dividend | | | Dividend Yield | 98.0% | | Payout Ratio | 307.69% | | 5Y Avg Yield | 246.0% |
| Financial Health | | | Total Revenue | 11.32B | | Total Debt | 9.69B | | Total Cash | 2.02B | | Free Cash Flow | 0.9B | | Operating Cash Flow | 1.25B |
| Price & Technical | | | 52W High | $31.76$ | | 52W Low | $15.73$ | | 50-Day Avg | $17.96$ | | 200-Day Avg | $19.83$ | | Beta | 0.64 | | Shares Outstanding | 0.52B | | Float Shares | 0.51B | | Insider Holdings | 0.34% | | Institutional Holdings | 106.52% | | Short Ratio | 5.27 | | Short % of Float | 12.96% |
| Analyst Targets | | | Target High | $40.0$ | | Target Low | $17.0$ | | Target Mean | $21.54$ | | Target Median | $19.5$ | | # of Analysts | 12 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.