COMPARE · Reviewed August 3, 2026
BDC vs ZBRA
Verdict: Side-by-side breakdown using the Bull Rankings model. BDC scored 66.0, ZBRA scored 65.3 — BDC leads.
Compare another set
BDC
Belden Inc.
66
$122.73 · $4.8B
fundamentals as of
Score gap
0.7
BDC leads
ZBRA
Zebra Technologies Corporation
65.3
$291.64 · $13.9B
fundamentals as of
The model, pillar by pillar (0–100 each)
BDC
stronger →← stronger
ZBRA
64
Qualityreturns · margins · balance sheet
67
77
Growthrevenue & earnings expansion
59
58
Valuevaluation vs sector peers
70
ZBRA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BDC
ZBRA
$212mC
FCF
$836mC+
+9.4%B
Rev
+9.2%B
0.97C
D/E
0.82C+
19.9xB+
P/E
35.2xB
1.05B+
PEG
0.63A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
BDC
ZBRA
25% above
Price vs fair valuelower is cheaper
37% above
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~16%/yr
-32%
1-yr DCF upside
-34%
-20%
5-yr DCF upside
-27%
+2%
10-yr DCF upside
-16%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BDC
No notable signals flagged.
ZBRA
Why this score
- Buying back stock
The companies
BDCBelden Inc.
Why now
Communication Equipment · market cap $4.8b. Down 23% from 52-week high of $159.99 — deep drawdown territory. 4 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $152.75 (implying +24% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
ZBRAZebra Technologies Corporation
Why now
Communication Equipment · market cap $13.9b. 17% off the 52-week high of $350.64. PEG 0.63 — paying under fair value for the growth rate. 16 sell-side analysts rate this a Buy with a mean 1-yr target of $332.44 (implying +14% upside).
Moat
ROE 12% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere. FCF converts 200% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Beta 1.58 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. Trailing P/E 35x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.