Added to YB: 2026-06-17
Pitch date: 2026-03-31
WAT [bullish]
Waters Corporation
+19.41%
current return
Author Info
No bio for this author
Company Info
Waters Corporation provides analytical workflow solutions in Asia, the Americas, and Europe. The company operates through two segments, Waters and TA.
Market Cap
$35.1B
Pitch Price
$301.93
Price Target
N/A
Dividend
N/A
EV/EBITDA
34.22
P/E
51.95
EV/Sales
10.68
Sector
Life Sciences Tools and Services
Category
turnaround
Artisan U.S. Mid-Cap Growth Strategy Added On Portfolio Holding: Waters Corporation
WAT (added to position): Leader in liquid chromatography & mass spec for pharma/industrial w/ strong recurring rev & consolidated mkt leadership. Thesis: rebound in commercial/late-stage clinical pharma demand, instrument replacement cycle, biologics exposure. BD Lifesciences integration issues seen as temporary; added on weakness.
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