Added to YB: 2025-10-23
Pitch date: 2025-10-21
DHR [neutral]
Danaher Corporation
+2.71%
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
$222.50
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: Do its strong fundamentals justify the valuation?
DHR (sold): Quality healthcare compounder with 21% annual returns over 43 years, but exited position due to modest upside at 20x EBITDA. Q3 beat with 3% core growth, margin expansion. 80% recurring revenue, strong moat, but ROIC weak at 5%. Secular aging tailwinds vs inventory destocking headwinds. Author sold position.
Read full article (7 min)