
NYSE:DHR
This summary was created by AI, based on 6 opinions in the last 12 months.
Danaher Corp. (DHR) has recently faced mixed opinions from various experts, reflecting a cautious outlook amidst current market dynamics. Several analysts have expressed disappointment with the company's recent performance, particularly regarding its R&D spending and M&A strategy, suggesting that it has not been as robust as previously hoped. Some reviewers noted that while DHR has experienced a significant uptick since its lows, capturing major orders from the biotech sector, there remains skepticism about its ability to sustain this growth. As a result, analysts are wary of its future potential, anticipating a need for substantial improvements in order to maintain momentum in light of upcoming earnings reports. Additionally, concerns about its valuation amid ongoing market pressures and competition in the healthcare industry have led to recommendations to consider alternatives, such as TMO, for investment opportunities.
DHR vs. TMO vs. WAT WAT not performing as well as Thermo Fisher or Danaher. Cash from operations has been flat in the last 4 years, whereas the other two have doubled, which is reflected in the stock price. Market share, operating margins, and pricing power impact the business model. Compare these when assessing competitors in an industry.
A fine long-term performer. They bought a biopharma asset from GE and will report on it in on Wednesday.
(A Top Pick Oct 28/19, Up 54%) Covid is impacting them. They bought GE pharma division, and the timing couldn't be better. Grown dividend by 28% over the last 5 years, paying down debt.
(A Top Pick Jan 17/19, Up 54%) A life-sciences companies that also does consumables and mass spectrometers. They recently purchased the GE biopharma section. They have big margins coming into the company. Earnings were higher than their peer group. He has owned this since 2013 and he sees no reason to sell it. He wouldn't enter now with 30x earnings. It works as a core holding since life science has good growth potential.