
NYSE:DHR
This summary was created by AI, based on 10 opinions in the last 12 months.
Danaher Corp. (DHR-N) has been a topic of mixed opinions among analysts. Some express hope for a rebound, particularly noting recent growth in its bio-processing division and significant orders from biotech, indicating potential for strong performance in upcoming quarterly results. However, concerns persist around its M&A strategy and dependency on external deals, leading some experts to prefer alternatives like Thermo Fisher Scientific (TMO). The stock has seen fluctuations, with a noted increase since its April lows but challenges with global revenues and market competition remain. While some experts appreciate the company's long-term prospects and enduring revenue streams, overall sentiment reflects a blend of disappointment and cautious optimism regarding its strategic direction and market position.
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.