Added to YB: 2025-09-26
Pitch date: 2025-09-24
DHR [neutral]
Danaher Corporation
+24.13%
current return
Author Info
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Company Info
Danaher Corporation designs, manufactures, and markets professional, medical, research, and industrial products and services in the United States, China, and internationally.
Market Cap
$159.9B
Pitch Price
$184.10
Price Target
N/A
Dividend
0.57%
EV/EBITDA
22.21
P/E
46.51
EV/Sales
7.27
Sector
Life Sciences Tools and Services
Category
growth
Danaher: From Star Performer to Post-Pandemic Hangover
DHR (pass): Bioprocessing leader facing inventory overhang from COVID stockpiling, but secular tailwinds intact. Dominant in downstream biologics production w/ high switching costs & recurring consumables. DBS operating system drives M&A success. Life Sciences (lowest margin) & Diagnostics segments. Management well-aligned, 11% Rales ownership. Recovery underway but valuation not compelling yet.
Read full article (7 min)