BLCO (Bausch + Lomb Corp) vs S&P 500 Comparison

BLCO

S&P 500

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

BLCO

S&P 500

Difference

1Y 3Y 5Y 10Y 15Y 20Y

BLCO

S&P 500

Add Stock

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

S&P 500

BLCO

7741

ALC

COLO B

ALGN

Add Stock

1Y 3Y 5Y 10Y 15Y 20Y

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare

Bausch + Lomb Corp
Glance View

Market Cap

6.2B USD

Industry

Health Care

Founded in 1853, Bausch + Lomb Corp. began as a small optical goods store in Rochester, New York, eventually blossoming into a multinational eye health business. Over its long history, the company has established itself as a cornerstone in the realm of vision care, leveraging its deep expertise to innovate and expand its product offerings. Today, Bausch + Lomb operates through three primary business segments: Vision Care, Ophthalmic Pharmaceuticals, and Surgical. In the Vision Care segment, it provides contact lenses, lens care products, and other related items, making it a trusted choice for consumers around the globe. The Ophthalmic Pharmaceuticals division addresses a broad spectrum of eye health needs, producing prescription and over-the-counter pharmaceuticals that target various eye conditions. Meanwhile, the Surgical segment offers a suite of ophthalmic surgical devices, designed for procedures ranging from cataract extraction to vitreoretinal surgery. Bausch + Lomb generates revenue through a mix of consumer products and medical equipment. Their extensive contact lens product line caters to diverse needs – from daily disposables to specialized lenses for specific eye conditions, thereby capturing a significant portion of the eye care market. The company's pharmaceuticals and surgical tools not only complement its vision care products but also tap into the lucrative medical market, providing solutions for both medical professionals and their patients. By maintaining a robust portfolio that spans consumer goods and professional-grade equipment, Bausch + Lomb effectively positions itself as both a retail and medical partner, ensuring steady revenue streams from a global customer base. With a blend of research-driven innovation and strategic market positioning, Bausch + Lomb continues to cement its legacy as a leader in eye health.

View BLCO Analysis

BLCO Intrinsic Value

What is Intrinsic Value?

Economic Moat is a concept popularized by Warren Buffett to describe a company's durable competitive advantage. It represents the 'moat' that protects a company from competitors and helps it sustain profitability over the long term. Our analysis of the past 10 years showed that companies with a wide economic moat significantly outperformed the market, delivering +645% returns compared to +189% for the S&P 500.

Our research into Economic Moat performance spans the past 10 years and focuses on companies with a wide economic moat. For this analysis, we calculated the average stock price returns of these companies, comparing them to the performance of the S&P 500 index over the same period.

The results were compelling: wide moat stocks achieved a remarkable +645% average return, compared to +188% for the broader market. This difference highlights the long-term benefits of investing in businesses that can maintain their market position and pricing power over time.

Note: This research does not account for survivorship bias. Past performance is not indicative of future results.

Determining whether a company has an economic moat requires both a deep dive into financial metrics and a qualitative assessment of its competitive position. Our analysts conduct a rigorous evaluation that focuses on identifying structural advantages that enable a company to sustain profitability and defend its market share over the long term.

The process begins with an analysis of a company’s historical financial performance. We assess how consistently the company has generated returns above its cost of capital and whether those returns have been stable or improving. However, financial performance alone doesn’t reveal the full picture. To understand the sources of these advantages, we evaluate five key drivers of economic moats:

Network Effect: We analyze whether the value of a company’s product or service grows as its user base expands. Platforms like payment systems or marketplaces benefit from this self-reinforcing.

Switching Costs: We assess whether customers face significant costs or disruptions when switching to a competitor’s product or service. High switching costs create customer stickiness and provide pricing power.

Intangible Assets: Strong brands, patents, and regulatory licenses can protect a company’s market position by creating barriers for competitors or enabling premium pricing. For example, a well-recognized consumer brand may command higher customer loyalty and margins.

Efficient scale: Occurs when a market is optimally served by one or a few players, making it unprofitable for new entrants to compete. This typically happens in industries with high fixed costs or geographic constraints, such as utilities or pipelines.

Cost Advantage: Companies with structural cost advantages can produce goods or services at a lower cost than their competitors, enabling them to offer competitive pricing or maintain higher margins. These advantages often arise from economies of scale, superior supply chain management, or proprietary technology. Firms like Walmart leverage their massive scale to negotiate better terms with suppliers, allowing them to undercut competitors on price.

By examining these factors in combination with a company’s financial performance and market positioning, we classify each company into one of three categories:

This rigorous evaluation ensures that our moat ratings are both comprehensive and reliable, giving investors the tools they need to make well-informed, long-term decisions.

JP		Hoya Corp TSE:7741	Add
CH		Alcon AG SIX:ALC	Add
DK		Coloplast A/S CSE:COLO B	Add
US		Align Technology Inc NASDAQ:ALGN	Add
CN		Shenzhen New Industries Biomedical Engineering Co Ltd SZSE:300832	Add
KR	H	HLB Inc KOSDAQ:028300	Add
US		Lantheus Holdings Inc NASDAQ:LNTH	Add
UK		ConvaTec Group PLC LSE:CTEC	Add
US		Merit Medical Systems Inc NASDAQ:MMSI	Add
CH		Ypsomed Holding AG SIX:YPSN	Add

JP		Hoya Corp TSE:7741	Select
CH		Alcon AG SIX:ALC	Select
DK		Coloplast A/S CSE:COLO B	Select
US		Align Technology Inc NASDAQ:ALGN	Select
CN		Shenzhen New Industries Biomedical Engineering Co Ltd SZSE:300832	Select
KR	H	HLB Inc KOSDAQ:028300	Select
US		Lantheus Holdings Inc NASDAQ:LNTH	Select
UK		ConvaTec Group PLC LSE:CTEC	Select
US		Merit Medical Systems Inc NASDAQ:MMSI	Select
CH		Ypsomed Holding AG SIX:YPSN	Select

JP		Hoya Corp TSE:7741	Add
CH		Alcon AG SIX:ALC	Add
DK		Coloplast A/S CSE:COLO B	Add
US		Align Technology Inc NASDAQ:ALGN	Add
CN		Shenzhen New Industries Biomedical Engineering Co Ltd SZSE:300832	Add
KR	H	HLB Inc KOSDAQ:028300	Add
US		Lantheus Holdings Inc NASDAQ:LNTH	Add
UK		ConvaTec Group PLC LSE:CTEC	Add
US		Merit Medical Systems Inc NASDAQ:MMSI	Add
CH		Ypsomed Holding AG SIX:YPSN	Add

	Franklin Covey Co NYSE:FC	36.14 USD -2.48%
	Mohawk Industries Inc NYSE:MHK	117.77 USD 0.39%
	Ardmore Shipping Corp NYSE:ASC	12.1 USD -1.94%
	ASGN Inc NYSE:ASGN	85.27 USD 0.26%
	Skyworks Solutions Inc NASDAQ:SWKS	90.905 USD 2.31%
	Weatherford International PLC NASDAQ:WFRD	73.51 USD 0.67%

	Johnson & Johnson NYSE:JNJ	143.66 USD -0.37%
	Bank of America Corp NYSE:BAC	45.4 USD 1.32%
	Mastercard Inc NYSE:MA	511.93 USD -1.81%
	Salesforce Inc NYSE:CRM	330.53 USD -0.71%
	Abbvie Inc NYSE:ABBV	180.1 USD -0.62%
	Home Depot Inc NYSE:HD	389.37 USD 0.05%

BLCO

vs

S&P 500

Stocks Performance
BLCO vs S&P 500

Performance Gap
BLCO vs S&P 500

Performance By Year
BLCO vs S&P 500

Competitors Performance
Bausch + Lomb Corp vs Peers

Bausch + Lomb Corp
Glance View

Company

Help

Tools

Stocks

CA	A	Advance Lithium Corp XTSX:AALI	Add
US	G	GE Vernova LLC NYSE:GEV	Add
NL	N	Nepi Rockcastle NV JSE:NRP	Add
US		Schlumberger NV NYSE:SLB	Add
US	B	Baker Hughes Co NASDAQ:BKR	Add
ID		Amman Mineral Internasional Tbk PT IDX:AMMN	Add
US	R	Reddit Inc NYSE:RDDT	Add
CH	G	Galderma Group AG SIX:GALD	Add
US		Halliburton Co NYSE:HAL	Add
IN		Jio Financial Services Ltd NSE:JIOFIN	Add

	Arista Networks Inc NYSE:ANET	118.98 USD 3.28%
	Visa Inc NYSE:V	313.04 USD -0.59%
	Texas Pacific Land Corp NYSE:TPL	1 226.63 USD 1.29%
	KLA Corp NASDAQ:KLAC	690.3 USD 5.07%
	Manhattan Associates Inc NASDAQ:MANH	271.36 USD -0.54%
	Pinduoduo Inc NASDAQ:PDD	99.02 USD 2.27%

	Salesforce Inc NYSE:CRM	330.53 USD -0.71%
	ServiceNow Inc NYSE:NOW	1 077.05 USD 0.31%
	EOG Resources Inc NYSE:EOG	126.39 USD -0.14%
	Copart Inc NASDAQ:CPRT	56.58 USD -0.58%
	Applied Materials Inc NASDAQ:AMAT	177.48 USD 4.36%
	Synopsys Inc NASDAQ:SNPS	501.06 USD 1.49%

	Johnson & Johnson NYSE:JNJ	143.66 USD -0.37%
	Berkshire Hathaway Inc NYSE:BRK.A	676 604 USD -0.71%
	Bank of America Corp NYSE:BAC	45.4 USD 1.32%
	Mastercard Inc NYSE:MA	511.93 USD -1.81%
	UnitedHealth Group Inc NYSE:UNH	513.67 USD 0.13%
	Exxon Mobil Corp NYSE:XOM	107.74 USD -0.11%

BLCO vs S&P 500

Stocks Performance BLCO vs S&P 500

Performance Gap BLCO vs S&P 500

Performance By Year BLCO vs S&P 500

Competitors Performance Bausch + Lomb Corp vs Peers

Bausch + Lomb Corp Glance View

Company

Help

Tools

Stocks

BLCO

vs

S&P 500

Stocks Performance
BLCO vs S&P 500

Performance Gap
BLCO vs S&P 500

Performance By Year
BLCO vs S&P 500

Competitors Performance
Bausch + Lomb Corp vs Peers

Bausch + Lomb Corp
Glance View