Danaher Corporation (DHR)vsIllumina Inc (ILMN)
DHR
Danaher Corporation
$187.15
-1.55%
HEALTHCARE · Cap: $134.43B
ILMN
Illumina Inc
$126.20
+0.17%
HEALTHCARE · Cap: $19.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Danaher Corporation generates 466% more annual revenue ($24.57B vs $4.34B). ILMN leads profitability with a 19.6% profit margin vs 14.7%. DHR appears more attractively valued with a PEG of 1.23. ILMN earns a higher WallStSmart Score of 64/100 (C+).
DHR
Buy60
out of 100
Grade: C
ILMN
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.6%
Fair Value
$135.07
Current Price
$187.15
$52.08 premium
Margin of Safety
+54.4%
Fair Value
$255.06
Current Price
$126.20
$128.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 22.2%
Generating 1.7B in free cash flow
Every $100 of equity generates 33 in profit
Earnings expanding 86.4% YoY
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : DHR
The strongest argument for DHR centers on Market Cap, Price/Book, Operating Margin. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bull Case : ILMN
The strongest argument for ILMN centers on Return on Equity, EPS Growth. Profitability is solid with margins at 19.6% and operating margin at 19.7%.
Bear Case : DHR
The primary concerns for DHR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : ILMN
The primary concerns for ILMN are PEG Ratio, Altman Z-Score.
Key Dynamics to Monitor
ILMN carries more volatility with a beta of 1.50 — expect wider price swings.
ILMN is growing revenue faster at 5.0% — sustainability is the question.
DHR generates stronger free cash flow (1.7B), providing more financial flexibility.
Monitor DIAGNOSTICS & RESEARCH industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ILMN scores higher overall (64/100 vs 60/100), backed by strong 19.6% margins. Both earn "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.
Illumina Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Illumina, Inc. is an American company. Incorporated on April 1, 1998, Illumina develops, manufactures, and markets integrated systems for the analysis of genetic variation and biological function. The company provides a line of products and services that serves the sequencing, genotyping and gene expression, and proteomics markets. Its headquarters are located in San Diego, California.
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