NYSE:DHR

Danaher Corp. (DHR)

203.89
-1.90 (0.92%)
as of Aug 13, 2026, 8:00:00 pm Market Open.
96 watching
0
Investor Insights
star iconAug 13, 2026, 12:00 am

This summary was created by AI, based on 6 opinions in the last 12 months.

Danaher Corp. has faced a mixed reception among analysts, reflecting both potential and challenges for the company. While there are signs of growth, particularly in the bio-processing division, the company has experienced significant selling pressure, leading to a cautious outlook on its future performance. Experts note concerns about recent research and development (R&D) spending, which has not met expectations, and a less robust merger and acquisition (M&A) strategy than in the past. Despite a recent 31% uptick from its April lows, some analysts express frustration over the stock's performance and suggest that Danaher could be caught in broader economic issues like the 'tariff war'. The upcoming quarterly report is seen as crucial, with high expectations for orders from the biotech sector, yet concerns linger about its ability to capitalize on new market opportunities.

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Consensus
Neutral
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Valuation
Fair Value
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Similar
TMO
PARTIAL SELL
Likes the life sciences and diagnostics exposure here. DHR is a serial acquirer, starting to divest businesses. You can take some profits and buy Stryker.
TOP PICK
A conglomerate in the healthcare space. They have done exceedingly well during COVID. They integrated into genomic medicine. (Analysts’ price target is $340.03)
BUY
They report Thursday. They have a high-growth healthcare business that they partly picked up from GE for a song. He expects a great quarter.
DON'T BUY
A diversified industrial company in the life science and diagnostic services business. Has grown through acquisitions. Has made 2 dozens acquisitions in the past year. Bought GE's biopharma business. Relatively expensive at 40x earnings. Does not warrant this type of price tag. Nothing wrong but a little expensive for him.
COMMENT

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.

COMMENT

A fine long-term performer. They bought a biopharma asset from GE and will report on it in on Wednesday.

PAST TOP PICK

(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.

BUY
They produce consumables for drug production, a great company. For the discovery and production of drugs. They're in a unique situation, because their filtration systems also apply to industrial production.
WAIT
Has long owned this. It's benefited from COVID, because DHR prrovides testing equipment. Their latest acquisition was huge, from GE's bio-farm unit. DHR is expensive now, but this is good for the long term. Buy only half or a third now and see what happens with volatility in the fall running up the U.S. election.
WATCH
It is rather like a 3-M, a healthcare services like company, diagnostics, etc. He thinks it is a fabulous company. Maybe you want to hold this for a longer period of time. Margins may be peaking, however. In the US healthcare is tied to employment. The dividend is actually quite small. You want to focus on this in the post-COVID-19 environment.
PAST TOP PICK

(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.

COMMENT
As a roll-up It was a roll-up, but not now. The new DHR is a producer of filtration systems and single-use consumables that help make biotech drugs. They have a leading market share, supplying most major biotechs around the world. He likes it. Little is built into the numbers now and investors are very conservative about forecasting the biotech drug market.
SELL
They have been a successful franchise and acquisition story. His concern has always been valuation. This is a great company. It should be on your radar. It is too expensive so you should sell it.
PAST TOP PICK
(A Top Pick Oct 28/19, Up 17%) It's up 52% in the past year, but $10,000 returned over 30 years is now $2.3 million!
TOP PICK
A private equity company and a smart acquisitor. They bought GE's biopharma division which added debt to their books, but DHR has done buys like this before, knowing how to pay down debt yet be accretive to earnings. They have spun-off their dental division The dividend has grown 28% annually, though it is small now. Great for the long term. (Analysts’ price target is $152.14)
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