Danaher Corporation (DHR)vsICON PLC (ICLR)
DHR
Danaher Corporation
$200.14
-0.19%
HEALTHCARE · Cap: $140.97B
ICLR
ICON PLC
$169.31
+2.18%
HEALTHCARE · Cap: $12.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Danaher Corporation generates 203% more annual revenue ($25.11B vs $8.29B). DHR leads profitability with a 16.0% profit margin vs 0.3%. ICLR appears more attractively valued with a PEG of 0.50. DHR earns a higher WallStSmart Score of 66/100 (B-).
DHR
Strong Buy66
out of 100
Grade: B-
ICLR
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-68.9%
Fair Value
$118.49
Current Price
$200.14
$81.65 premium
Margin of Safety
+61.0%
Fair Value
$341.51
Current Price
$169.31
$172.20 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 59.7% YoY
Large-cap with strong market position
Reasonable price relative to book value
Generating 1.3B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.6% — below average capital efficiency
1.2% revenue growth
Distress zone — elevated risk
ROE of 0.7% — below average capital efficiency
0.3% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : DHR
The strongest argument for DHR centers on EPS Growth, Market Cap, Price/Book. Profitability is solid with margins at 16.0% and operating margin at 19.8%. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bull Case : ICLR
The strongest argument for ICLR centers on PEG Ratio, Price/Book. PEG of 0.50 suggests the stock is reasonably priced for its growth.
Bear Case : DHR
The primary concerns for DHR are P/E Ratio, Return on Equity.
Bear Case : ICLR
The primary concerns for ICLR are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 247.4x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
DHR profiles as a mature stock while ICLR is a value play — different risk/reward profiles.
ICLR carries more volatility with a beta of 1.20 — expect wider price swings.
DHR is growing revenue faster at 5.5% — sustainability is the question.
DHR generates stronger free cash flow (1.3B), providing more financial flexibility.
Bottom Line
DHR scores higher overall (66/100 vs 51/100), backed by strong 16.0% margins. ICLR offers better value entry with a 61.0% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Danaher Corporation
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Danaher Corporation is an American globally diversified conglomerate with its headquarters in Washington, D.C.. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. The company's 3 platforms are Life Sciences, Diagnostics, and Environmental & Applied Solutions.
ICON PLC
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
ICON Public Limited Company, a clinical research organization, provides outsourced marketing and development services in Ireland, the rest of Europe, the United States and internationally. The company is headquartered in Dublin, Ireland.
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