Danaher Corporation (DHR)vsWaters Corporation (WAT)
DHR
Danaher Corporation
$211.81
-0.32%
HEALTHCARE · Cap: $140.97B
WAT
Waters Corporation
$421.63
-1.88%
HEALTHCARE · Cap: $39.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Danaher Corporation generates 441% more annual revenue ($25.11B vs $4.64B). DHR leads profitability with a 16.0% profit margin vs 3.6%. 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-
WAT
Hold45
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-75.5%
Fair Value
$118.75
Current Price
$211.81
$93.06 premium
Margin of Safety
-45.9%
Fair Value
$225.66
Current Price
$421.63
$195.97 premium
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
Revenue surging 113.4% year-over-year
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
ROE of 7.6% — below average capital efficiency
Expensive relative to growth rate
ROE of 1.1% — below average capital efficiency
3.6% margin — thin
Weak financial health signals
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 : WAT
The strongest argument for WAT centers on Revenue Growth, Altman Z-Score, Price/Book. Revenue growth of 113.4% demonstrates continued momentum.
Bear Case : DHR
The primary concerns for DHR are P/E Ratio, Return on Equity.
Bear Case : WAT
The primary concerns for WAT are PEG Ratio, Return on Equity, Profit Margin. A P/E of 102.5x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
DHR profiles as a mature stock while WAT is a hypergrowth play — different risk/reward profiles.
WAT carries more volatility with a beta of 1.19 — expect wider price swings.
WAT is growing revenue faster at 113.4% — 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 45/100), backed by strong 16.0% margins. Both earn "Strong Buy" and "Hold" 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.
Waters Corporation
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Waters Corporation is a publicly traded Analytical Laboratory instrument and software company headquartered in Milford, Massachusetts.
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