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Company Analysis

Bausch + Lomb Corporation BLCO

A comprehensive view of key metrics, scores, and financial health for Bausch + Lomb Corporation

Overview of Bausch + Lomb Corporation

BLCO NYQ
Healthcare Medical Instruments & Supplies Framework: Medical Devices & Diagnostics Mid Cap
Bausch + Lomb Corporation (BLCO), is a Mid Cap company, in the Medical Instruments & Supplies industry, last closed at $17.79, about 17.3% undervalued vs fair value, +17.1% 1Y return, ranked 487/1145 in sector.
Metrics Rev Growth 6.5% ROE -5.6% Gross Margin 59.8%
USD 17.79
0.34%
(Delayed)
• Vol 90d: 26.6%
52-Week Range
Market Cap
$5.94B
Enterprise Value
$10.69B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Good
Completeness: 88%
Confidence: 56%
Updated: Sep 12
Top Beats

Quick Facts

Website https://www.bausch.com
HQ Vaughan, ON
Employees 13,000
Fiscal year Dec 31

Next Events

Earnings Oct 28 Estimated

Fair Value Snapshot

Bear Base Bull
$18
$21
$24
Current: $17.79 +17% vs base

Engine Room Money Flow™

Mid Cap

Medical Devices & Diagnostics - Where revenue goes and how value is created

Flow Steps
Total Revenue
$5.1B
6.5%%
Gross Profit
$3.1B
4.5%%
Operating Income (GAAP)
$188.0M
-8.7%%
EBITDA
$525.0M
-12.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Medical Devices & Diagnostics

Quality & Reliability Indicators

Gross Margin
59.8%
Good

Gross Profit / Revenue — primary moat signal for MedTech. ≥65% indicates IP-protected consumables with strong pricing power.

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$12.0M

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
6
Active Leaks
1/6
Improving
1
High Impact
4
Critical
Locked Leak
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Moat Analysis Medical Devices & Diagnostics

Competitive Advantage Assessment

Evaluating Bausch + Lomb Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
62
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Stable Gross Margin Profile Gross margin stability is strong (score 0.96). Low volatility confirms durable consumable pricing.
  • Durable Capital Returns ROIC durability is strong (score 0.95). Consistent returns confirm the moat is not eroding.

Key risks

  • Operating Margin Compression Operating margin trend is negative (score 0.37). Sustained compression would reduce the commercial moat.
  • Elevated Leverage Leverage is elevated vs peers (score 0.16). High net debt/EBITDA limits the balance sheet's acquisition firepower.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power & Consumable Moat

Strong
81
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Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Healthcare: MedTech (Devices & Supplies) vs Industry Peers 92% Coverage
Trade-Off Triangle Visualization A ternary plot showing BLCO's balance between Growth (32.3%), Profitability (42.1%), and Safety (25.6%). Growth 32% Safety 26% Profitability 42%

Click axes to expand details. Marker shows current allocation.

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Growth

47th percentile vs peers
47
Key Signals
Rev Growth YoY 6.5% 51p Revenue CAGR 3Y 10.6% 59p EPS Growth YoY -12.9% 26p Asset Growth YoY 4.1% 60p
Strengths

No notable strengths identified for this axis.

Risks

No significant risks identified for this axis.

Profitability

61th percentile vs peers
62
Key Signals
Strengths
Risks
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Safety

37th percentile vs peers
38
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Bausch + Lomb Corporation.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$20.87
- - -
+17.3% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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