Danaher Corp.

DHR-N

NYSE:DHR

162.25
0.23 (0.14%)
The Danaher Corporation is an American company with its headquarters in Washington, D.C., United States. Its products are concentrated in the fields of design, manufacturing, and marketing of industrial and consumer products.
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Analysis and Opinions about DHR-N

Signal
Opinion
Expert
SELL
SELL
January 13, 2020
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.
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Danaher Corp. (DHR-N)
January 13, 2020
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
PAST TOP PICK
January 13, 2020
(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!
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Danaher Corp. (DHR-N)
January 13, 2020
(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
TOP PICK
October 28, 2019
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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Danaher Corp. (DHR-N)
October 28, 2019
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)
BUY
BUY
March 21, 2019
They just bought GE Pharma for $20 billion that supposedly is going to be an earnings accretive acquisition. The stock went up in price $6 the day it was announced. The market basically saying "you did good". Now they sit back and pay down the debt in 5 years. There is going to be a bump in earnings. Still buying but it is getting toppish.
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Danaher Corp. (DHR-N)
March 21, 2019
They just bought GE Pharma for $20 billion that supposedly is going to be an earnings accretive acquisition. The stock went up in price $6 the day it was announced. The market basically saying "you did good". Now they sit back and pay down the debt in 5 years. There is going to be a bump in earnings. Still buying but it is getting toppish.
TOP PICK
TOP PICK
January 17, 2019
Life sciences, diagnostics, and consumables for research, with huge demographic potential. Multinational. Looking at 10-15% dividend growth. Has owned it for the better part of a decade and it's never upset him. Yield is 0.6% (Analysts’ price target is $112.53)
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Danaher Corp. (DHR-N)
January 17, 2019
Life sciences, diagnostics, and consumables for research, with huge demographic potential. Multinational. Looking at 10-15% dividend growth. Has owned it for the better part of a decade and it's never upset him. Yield is 0.6% (Analysts’ price target is $112.53)
BUY
BUY
August 7, 2018

Danaher is like owning private equity. Serial acquisitors of businesses to improve and generate free cash flow well above working capital. In all the right categories right now. About to spin-off dental business. Into life sciences, consumables, and wastewater management. Growing nicely around 15%. Dividend growing 14% year over year, has grown 420% over last 15 years.

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Danaher Corp. (DHR-N)
August 7, 2018

Danaher is like owning private equity. Serial acquisitors of businesses to improve and generate free cash flow well above working capital. In all the right categories right now. About to spin-off dental business. Into life sciences, consumables, and wastewater management. Growing nicely around 15%. Dividend growing 14% year over year, has grown 420% over last 15 years.

PAST TOP PICK
PAST TOP PICK
January 29, 2018

(A Top Pick March 13/17. Up 19.26%) Along with all the life sciences companies, it’s been on a tear. This is because margins are growing. A lot of these are overseas. He likes this because they are in 4 major businesses, dental, water, environmental and all of the usable things for testing that are in laboratories. Still a Hold.

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Danaher Corp. (DHR-N)
January 29, 2018

(A Top Pick March 13/17. Up 19.26%) Along with all the life sciences companies, it’s been on a tear. This is because margins are growing. A lot of these are overseas. He likes this because they are in 4 major businesses, dental, water, environmental and all of the usable things for testing that are in laboratories. Still a Hold.

PAST TOP PICK
PAST TOP PICK
January 11, 2018

(A Top Pick March 13/17. Up 13%.) This is in 5 businesses, life sciences, diagnostics, water quality, product idea and dental. These are all industries that have burgeoning growth going forward. Danaher makes acquisitions of companies in those industries, and then turns them around. The dividend has been growing at roughly a 12%-15% clip, so a 13% return on the stock price is no surprise.

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Danaher Corp. (DHR-N)
January 11, 2018

(A Top Pick March 13/17. Up 13%.) This is in 5 businesses, life sciences, diagnostics, water quality, product idea and dental. These are all industries that have burgeoning growth going forward. Danaher makes acquisitions of companies in those industries, and then turns them around. The dividend has been growing at roughly a 12%-15% clip, so a 13% return on the stock price is no surprise.

TOP PICK
TOP PICK
March 13, 2017

This is in 4 basic businesses, which are all trends moving forward. They got rid of their industrial business about a year ago with a spinoff, and what is left is what he wants to own. Life sciences, diagnostics, dental and environment. Instead of owning oil and gas stocks, his resource of choice is water. This company does wastewater management. Long-term returns have been almost double what the S&P 500 has been over the last 5, 10, 20 years. These guys are like private equities. They come in and buy a company, but unlike the 3 Gs of the world, where they rip everything apart, they work with the owners and build the businesses as turnarounds. This is where the value added comes from. Dividend growth, free cash flow growth and revenue growth. In 3 of the 4 businesses, the margins are mid-teens and with the water business, it is up in the 20s, creating huge returns on capital. Yield of 0.6%. (Analysts’ price target is $89.82.)

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Danaher Corp. (DHR-N)
March 13, 2017

This is in 4 basic businesses, which are all trends moving forward. They got rid of their industrial business about a year ago with a spinoff, and what is left is what he wants to own. Life sciences, diagnostics, dental and environment. Instead of owning oil and gas stocks, his resource of choice is water. This company does wastewater management. Long-term returns have been almost double what the S&P 500 has been over the last 5, 10, 20 years. These guys are like private equities. They come in and buy a company, but unlike the 3 Gs of the world, where they rip everything apart, they work with the owners and build the businesses as turnarounds. This is where the value added comes from. Dividend growth, free cash flow growth and revenue growth. In 3 of the 4 businesses, the margins are mid-teens and with the water business, it is up in the 20s, creating huge returns on capital. Yield of 0.6%. (Analysts’ price target is $89.82.)

BUY
BUY
July 6, 2016

(Market Call Minute.) Well-run company.

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(Market Call Minute.) Well-run company.

PAST TOP PICK
PAST TOP PICK
March 31, 2015

(A Top Pick July 15/14. Up 8.95%.) A multi-industrial with exposure to medical devices and your typical businesses as well. In this market, this is one of the better industrials to own, because it doesn’t have exposure to oil and gas. The new CEO has done a great job of navigating shareholders expectations. Feels they have a significant amount of CapX to do a deal. It is an M&A story, and people are waiting for the M&A to happen.

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Danaher Corp. (DHR-N)
March 31, 2015

(A Top Pick July 15/14. Up 8.95%.) A multi-industrial with exposure to medical devices and your typical businesses as well. In this market, this is one of the better industrials to own, because it doesn’t have exposure to oil and gas. The new CEO has done a great job of navigating shareholders expectations. Feels they have a significant amount of CapX to do a deal. It is an M&A story, and people are waiting for the M&A to happen.

PAST TOP PICK
PAST TOP PICK
December 15, 2014

(Top Pick Jul 15/14, Up 6.72%) Thinks they will migrate away from the industrial side and toward the medical/dental side. This is an M&A and rollup story. The stock looks cheaper now. The cash balance suggests they will do more M&A. Thinks there is still more upside.

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Danaher Corp. (DHR-N)
December 15, 2014

(Top Pick Jul 15/14, Up 6.72%) Thinks they will migrate away from the industrial side and toward the medical/dental side. This is an M&A and rollup story. The stock looks cheaper now. The cash balance suggests they will do more M&A. Thinks there is still more upside.

BUY
BUY
September 17, 2014

Over a long period of time, this has a nice growth in assets and a very consistent model price. His model price is $85.55, a 10% upside.

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Danaher Corp. (DHR-N)
September 17, 2014

Over a long period of time, this has a nice growth in assets and a very consistent model price. His model price is $85.55, a 10% upside.

TOP PICK
TOP PICK
July 15, 2014

A multi-industrial. Unique in that they have the industrial exposure as well as a healthcare technology segment. Both segments have very good growth prospects. One of the best management teams he has ever met. CEO is retiring, but COO is stepping in, so it will be a smooth transition. Historically, the company has given 11%-12% EPS growth, 15% free cash flow growth and 15% dividend growth. Not expensive. They can do an M&A up to about $12 billion. Accruing so much cash on the balance sheet that you are either going to get a special dividend or they will go out and do a large-scale M&A. Yield of 0.51%. Feels the stock could be worth north of $85.

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Danaher Corp. (DHR-N)
July 15, 2014

A multi-industrial. Unique in that they have the industrial exposure as well as a healthcare technology segment. Both segments have very good growth prospects. One of the best management teams he has ever met. CEO is retiring, but COO is stepping in, so it will be a smooth transition. Historically, the company has given 11%-12% EPS growth, 15% free cash flow growth and 15% dividend growth. Not expensive. They can do an M&A up to about $12 billion. Accruing so much cash on the balance sheet that you are either going to get a special dividend or they will go out and do a large-scale M&A. Yield of 0.51%. Feels the stock could be worth north of $85.

COMMENT
COMMENT
September 24, 2012

In 5 major areas. Dental, environmental services, industrial services, test and measurement and life sciences. Great company. All these areas are interesting. Roughly 25% of each area is in emerging markets. Finds it expensive at 15.2X next year’s earnings per share. He prefers a more focused view, for example water, which this company has a piece of.

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Danaher Corp. (DHR-N)
September 24, 2012

In 5 major areas. Dental, environmental services, industrial services, test and measurement and life sciences. Great company. All these areas are interesting. Roughly 25% of each area is in emerging markets. Finds it expensive at 15.2X next year’s earnings per share. He prefers a more focused view, for example water, which this company has a piece of.

DON'T BUY
DON'T BUY
September 20, 2012

Interesting company and has been a good stock. Trading at about 15X earnings. Growing revenues in the single digits, which always worries him. Well diversified industrial.

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Danaher Corp. (DHR-N)
September 20, 2012

Interesting company and has been a good stock. Trading at about 15X earnings. Growing revenues in the single digits, which always worries him. Well diversified industrial.

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