Professional
Added to YB: 2025-04-08
Pitch date: 2025-04-04
DHR [neutral]
Danaher Corporation
+29.98%
current return
Author Info
Andvari Associates manages a concentrated investment strategy designed with the goal of outperforming the market. Sign up for the newsletter.
Company Info
Danaher Corporation designs, manufactures, and markets professional, medical, research, and industrial products and services in the United States, China, and internationally.
Market Cap
$159.9B
Pitch Price
$175.82
Price Target
N/A
Dividend
0.57%
EV/EBITDA
22.21
P/E
46.51
EV/Sales
7.27
Sector
Life Sciences Tools and Services
Category
value
Andvari Associates Portfolio Holding: Danaher Corporation
DHR (holding update): Leading provider of equipment & consumables for pharma/biotech labs. High customer switching costs due to FDA/EMA recertification. Strong pricing power. Recurring revenue from consumables & maintenance. Embedded in production lines, benefiting from industry growth. Resilient to tariffs due to customer lock-in.
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