Danaher: Biotech Strength And Cash Generation Reinforce A $250 Fair Value
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Narek Hovhannisyan343 FollowersFollow5ShareSavePlay(18min)CommentsSummaryDanaher Corporation is rated Buy with a target price of $250, implying 10.5% upside from $226.25.DHR's strong Q3 execution featured 4.5% revenue growth, margin expansion to 37.2%, and robust free cash flow conversion at 145%.Biotechnology drives growth while Life Sciences stagnates; management guides for modest FY25 growth and margin expansion in 2026.DHR's premium valuation is justified by high FCF, disciplined capital allocation, and resilience despite segmental and geopolitical headwinds. Solskin/DigitalVision via Getty Images Investment Thesis Shares of Danaher Corporation (DHR) quickly reached the target price of $210 after the release of a strong report for the third quarter. I am not changing my view of the companyThis article was written byNarek Hovhannisyan343 FollowersFollowHi there! I’m Narek, and I’ve been in the investment world for over six years. I started out as an equity analyst at European banks, digging into reports and learning how to spot value in the markets. I’ve worked across sectors — from telecom to industry — and found that behind every financial statement is a real story. I studied in Belgium — did my bachelor’s in Antwerp, master’s at KU Leuven, and later completed an MBA in Finance at Vlerick. That journey gave me both theory and hands-on skills. Now I’m building my own investment project focused on the CIS region. I’m passionate about applying Western analytical tools to uncover hidden value in emerging markets. If you enjoy deep, fundamentals-driven research and digging beneath the surface of a company — glad to have you on board!Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You