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Posted by
Two Blokes Jun 17 -
Filed in
Stock
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3 views
Veralto is a high-quality, capital-light company with a strong moat, benefiting from secular trends like worldwide urbanization and water regulation. Management retains Danaher's successful M&A playbook, focusing on bolt-on acquisitions and steady, mission-critical recurring revenue streams. Fundamental business risk is low, but valuation risk is present; shares are slightly overvalued based on my DCF analysis, warranting a 'hold' rating.
