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Danaher

Danaher. Overview.

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Danaher

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  1. Danaher

  2. Overview • Danaher Corporation designs, manufactures, and markets professional, medical, industrial, and commercial products and services primarily in North America, Europe, and Asia/Australia. The company’s Test & Measurement segment provides electronic measurement instruments, monitoring equipment, and management and optimization tools for communications networks and related services for the development, manufacture, installation, and operation of electronics equipment and communications networks and services. Its Environmental segment offers instrumentation and disinfection systems to analyze and manage the quality of ultra pure, potable, and waste water in residential, commercial, and industrial applications; and products and services for the retail/commercial petroleum market.

  3. Financial Overview • Purchase Price= $25.41 • Recent Price= $46.27 • Shares Held= 80 • $ Gain/Loss= 82.08% • Current Value= $3701.60 • FV Estimate= $50.00 • 52 week range= $39.34 – 56.09 • Market Cap= $31.76billion • Div Yield= .10 (.20%) • P/E= 15.44 • Profit Margin= 12.30% • ROA 5yr= 7.92% • ROE 5yr= 12.59%

  4. DHRvs Industry

  5. 1 Year Chart More Charts

  6. Recent News • Here’s Why Danaher’s Earnings are Worse Than They Look. • Looks at CCC to see how well company is managed. • Should you be worried about Danaher? • Third quarter earnings fell by 19% because of acquisition of Beckman Coulter. • Danaher Reports Record Third Quarter 2011 results

  7. Strengths • Through a series of strategic acquisitions, the Company’s portfolio serves more secular and higher-growth markets. • Large Market Cap • With the industrial economic downturn, the firms expect the Company to take advantage of its balance sheet and strong FCF generation along with its due diligence to supplement its growth platforms, or add new ones. • Water and medical/dental platforms represent roughly 45% of the total revenue, and offer low-to-mid single-digit revenue growth. The firms expect the Company to have better visibility going forward, as these platforms account for a greater portion of sales and profits.

  8. Weaknesses • The inability of the Company to suitably integrate acquisitions is a major concern. • The Company’s international exposure is being affected by increased geopolitical uncertainty. • Economic weakness in North America and the rest of the world can hurt earnings growth. • A general deterioration of the Company’s end markets and inability to deliver operating improvements can be unfavorable to the Company’s interest.

  9. Opportunities • Opportunities in different segments of their business with new acquisitions.

  10. Threats • Concerns regarding the prospects of the domestic economy – particularly for construction markets.

  11. Recommendation Hold Stays strong during economic downturn and has promising future when economy picks back up.

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