
NYSE:DHR
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.
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.