Perfil da empresa · Industrials

Veralto Corporation

VLTO · EUA
Bolsa
EUA
País / Região
USA
Data do IPO
4 de outubro de 2023
Funcionários
17.000
Preço atual
$94.28
Ao vivo · 27 de julho de 2026
Compra justa
≤ $80
Entrada com margem de segurança
Pontuação de Crescimento Baillie
47/100
Fraco
Valor intrínseco · Faixa em três níveis Preço atual $94.28 Ao vivo · Dentro da faixa de valor intrínseco justo

Faixa de valuation composta · conservador $65–$75 / justo $85–$100 / otimista $120–$140. A $94.28, Dentro da faixa de valor intrínseco justo.

Na publicação $92.28 (29 de maio de 2026)

Valor de mercadoUS$ 22,6 bi
Receita (TTM)US$ 5,59 bi
EBITDAUS$ 1,38 bi
Margem líquida17,33%
ROE36,46%
P/L (TTM)23,59
P/L projetado21,55
PEG2,69
LPAUS$ 3,90
Dividend yield0,52%
Faixa de 52 semanasUS$ 79,91 – US$ 109,53
Preço-alvo dos analistasUS$ 108,12
Recomendação dos analistas4.1 / 5

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

Veralto Corporation provides water analytics, water treatment, marking and coding, and packaging and color solutions worldwide. It operates through two segments, Water Quality (WQ) and Product Quality & Innovation (PQI). The WQ segment offers precision instrumentation and water treatment technologies to measure, analyze, and treat water in residential, commercial, municipal, industrial, research, and natural resource applications under the Hach, Trojan Technologies, ChemTreat, and other brands. This segment also provides water solutions, including chemical reagents, services, and software solutions. The PQI segment offers marking and coding for packaged goods and related consumables; a software solution that provides digital asset management, marketing resource management, and product information management; inline printing solutions for products and packaging with marking and coding systems; design software and imaging systems for the creation of new packaging designs; color management solutions for printed packages and consumer and industrial products; and color standard services for the design industry. This segment sells its products and services through the Videojet, Linx, Esko, X-Rite, and Pantone brands. The company serves industries, such as municipal utilities, food and beverage, pharmaceutical, and industrials. The company was formerly known as DH EAS Holding Corp. and changed its name to Veralto Corporation in February 2023. Veralto Corporation was incorporated in 2022 and is headquartered in Waltham, Massachusetts.

História

Veralto Corporation was incorporated in 2022 and was spun off from Danaher. Originally named DH EAS Holding Corp., it changed its name to Veralto Corporation in February 2023 and completed its IPO on October 4, 2023, becoming an independent public company headquartered in Waltham, Massachusetts. The company is organized into two segments, Water Quality (WQ) and Product Quality & Innovation (PQI), and carries forward the Veralto Enterprise System (VES) and a portfolio built through more than 85 acquisitions over two-plus decades within and after the Danaher structure. Revenue grew from $4.348 billion in 2020 (pre-spin Danaher combined basis) to $5.503 billion in 2025, of which Water Quality contributed $3.321 billion and Product Quality & Innovation $2.182 billion, with roughly 61% from recurring consumables, spare parts, services, and software. As an independent company it has continued bolt-on acquisitions aligned with its core, including TraceGains ($350 million, 2024), In-Situ (about $422 million, 2025), and GlobalVision (2026), employing roughly 17,000 people worldwide.

Posição no setor

Veralto operates in water analytics, water treatment, marking and coding, and packaging and color solutions, serving municipal utilities, food and beverage, pharmaceutical, and industrial customers. Its Water Quality segment sells through brands including Hach, Trojan Technologies, and ChemTreat, while the Product Quality & Innovation segment sells through Videojet, Linx, Esko, X-Rite, and Pantone. The business reflects a large installed base and deep customer embedding: Hach serves more than 149,000 customers and supports safe water relevant to over 3.4 billion people daily, Trojan's systems support treatment of about 15 trillion gallons of water per year, and PQI's solutions serve most of the world's top-25 CPG brands and most of the top-20 pharmaceutical brands. Revenue is geographically diversified at roughly 48% North America, 23% Western Europe, and 27% high-growth markets, with no single customer exceeding 10% of revenue and only about 18% of technology and equipment products sold through third-party distribution. Its differentiation rests on brand recognition in niche segments, switching costs from installed instruments that drive consumable and service repurchase, workflow and compliance embedding (training, data, validation, and downtime costs on supplier change), and the VES continuous-improvement system. The closest public comparables in Water Quality are Xylem and Badger Meter, while AMETEK and Roper are cited as comparable acquisitive, asset-light industrial-technology platforms.

Ainda não há análises sobre este ativo no seu idioma.