Added to YB: 2026-06-15
Pitch date: 2026-03-31
VLTO [bullish]
Veralto Corporation
+12.91%
current return
Author Info
No bio for this author
Company Info
Veralto Corporation provides water analytics, water treatment, marking and coding, and packaging and color solutions worldwide.
Market Cap
$21.7B
Pitch Price
$87.21
Price Target
N/A
Dividend
0.59%
EV/EBITDA
15.85
P/E
22.76
EV/Sales
4.14
Sector
Commercial Services and Supplies
Category
value
Artisan U.S. Mid-Cap Value Strategy New Position: Veralto Corporation
VLTO (new position): Water/product quality co spun from Danaher 2023. Shares sold off on conservative EPS guidance, now below historical range & at discount to peers despite superior quality. Razor/blade recurring rev, high switching costs, strong FCF, clean balance sheet. Veralto Enterprise System (from DBS) drives margin expansion & bolt-on M&A in fragmented mkt. Attractive long-term risk/reward.
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