
NYSE:DHR
This summary was created by AI, based on 9 opinions in the last 12 months.
Danaher Corp. (DHR) has received mixed reviews from experts, indicating a level of uncertainty surrounding its future performance. While some analysts highlight the potential for growth, especially with new orders from biotech and significant improvements in their bio-processing division, others express concerns about R&D spending and competition pressures. The recent focus on acquisitions appears to have slowed, which impacts investor confidence. Although the stock has shown a recovery, there are warnings about potential dips if the company cannot capitalize on new market opportunities, particularly in a challenging healthcare landscape. The overall sentiment suggests a cautious optimism among some while others are ready to pivot to alternative 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.