Professional
Added to YB: 2024-06-21
Pitch date: 2024-03-31
DHR [bullish]
Danaher Corporation
-7.74%
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
$159.9B
Pitch Price
$247.71
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
Mar Vista Focus Fund New Position: Danaher Corporation
DHR: Durable moats, strong compounding, superior capital allocation. Recurring rev, loyal customers, proprietary tech. DBS culture drives innovation, margins, marketing, capital efficiency. Secular trends (biologics, genomics, molecular diagnostics) to fuel HSD% rev & DD% FCF growth. Proven M&A track record. China, COVID headwinds pressured stock, but growth to recover. Attractive entry point.
Read full article (2 min)