Danaher: Compounder Starts To Look Attractive


  • Danaher has benefited from the Covid-19 period.
  • The company has seen strong (earnings) growth, and it’s positioned to maintain this.
  • Interesting deals have been pursued and leverage is very reasonable.
  • Appeal is luring here at a 22-23 times earnings multiple, although that it is hard to compete with current interest rate levels.

Blue arrows pointing up mock up, success and business growth template


In the summer of 2021 I called shares of Danaher (NYSE:DHR) simply impressive. Danaher is a long-term value creator, with long-term shareholder value creation and business success being the result of superior capital allocation skills and a sound positioning

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.

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