Danaher Corporation (DHR)vsIllumina Inc (ILMN)
DHR
Danaher Corporation
$200.14
-0.19%
HEALTHCARE · Cap: $140.97B
ILMN
Illumina Inc
$206.45
+2.57%
HEALTHCARE · Cap: $31.87B
Smart Verdict
WallStSmart Research — data-driven comparison
Danaher Corporation generates 459% more annual revenue ($25.11B vs $4.49B). ILMN leads profitability with a 18.3% profit margin vs 16.0%. DHR appears more attractively valued with a PEG of 1.23. DHR earns a higher WallStSmart Score of 66/100 (B-).
DHR
Strong Buy66
out of 100
Grade: B-
ILMN
Buy56
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
+58.4%
Fair Value
$279.71
Current Price
$206.45
$73.26 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
Every $100 of equity generates 29 in profit
Strong operational efficiency at 21.1%
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.6% — below average capital efficiency
Premium valuation, high expectations priced in
Trading at 11.0x book value
Grey zone — moderate risk
Expensive relative to growth rate
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 : ILMN
The strongest argument for ILMN centers on Return on Equity, Operating Margin. Profitability is solid with margins at 18.3% and operating margin at 21.1%.
Bear Case : DHR
The primary concerns for DHR are P/E Ratio, Return on Equity.
Bear Case : ILMN
The primary concerns for ILMN are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
ILMN carries more volatility with a beta of 1.47 — expect wider price swings.
ILMN is growing revenue faster at 9.4% — sustainability is the question.
DHR generates stronger free cash flow (1.3B), providing more financial flexibility.
Monitor DIAGNOSTICS & RESEARCH industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DHR scores higher overall (66/100 vs 56/100), backed by strong 16.0% margins. ILMN offers better value entry with a 58.4% 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.
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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