Added to YB: 2023-06-19
Pitch date: 2023-06-19
DHR [bullish]
Danaher Corporation
+0.23%
current return
Author Info
No bio for this author
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
$140.3B
Pitch Price
$199.13
Price Target
N/A
Dividend
0.80%
EV/EBITDA
19.61
P/E
35.54
EV/Sales
6.52
Sector
Life Sciences Tools and Services
Category
turnaround
Danaher: Life Sciences Empire Recovering From A Covid Hangover
DHR (new position): Life sciences tools/M&A machine at 5-yr low EV/EBITDA & P/E after COVID demand hangover. Rev -6% 2023, +7% 2024, back to double-digit growth 2025. Water spin completes pureplay healthcare pivot. Levered to biologics secular boom (Alzheimer's mAbs +7% demand/approval). Buy the inflection before early-2024 turn.
Read full article (6 min)