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DANAHER CORP /DE/

DHR · NYSE · CIK 0000313616

SIC 3823

Industrial Instruments For Measurement, Display, and Control

Category

Other

Entity

operating

Incorp.

DE

Fiscal Y/E

1231

Source: SEC EDGAR · All filings on SEC →

Investment Indicators

$166.51

-4.65 (-2.72%)

Open

$171.73

High

$171.73

Low

$165.25

Prev Close

$171.16

Volume

6,147,838

52W High

$242.28

52W Low

$172.34

50-day MA

$192.28

Quote as of: 2026-05-11

Market Cap

$123.60B

P/E

33.91

P/B

2.33

PEG

1.11

EPS

5.15

BPS

74.82

Dividend Yield

0.78%

Beta

0.84

ROE

6.88%

ROA

4.33%

D/E Ratio

0.16

Current Ratio

1.87

Gross Margin

73.01%

Operating Margin

23.58%

Net Margin

18.17%

Book Value/Share

$74.32

Intrinsic Value Estimates

Multiple valuation methods, each with its own assumptions — outputs can diverge widely

Median consensus (6 methods)

$50.54B

Deep overvalued +144.6%
MethodImplied market capvs current

Graham Number

√(22.5 × 순이익 × 자본)

$65.36B+89%

Graham Formula

순이익 × (8.5 + 2 × 성장률%)

N/A

Justified P/E

순이익 × 산업 평균 P/E

$54.21B+128%

P/B 배수

자본 × 산업 평균 P/B

$78.80B+57%

P/S 배수

매출 × 산업 평균 P/S

$39.79B+211%

DCF (Gordon)

CF × (1+g) / (r − g)

$46.86B+164%

DDM (Gordon)

D × (1+g) / (r − g)

$7.82B+1480%
▶ Detailed analysis — formula walk-through & scenarios

Why this conclusion

Of the 7 valuation methods, 6 were applicable. Their median fair-value lands +144.6% below the current market cap → the stock trades above most formulas' estimates (overvalued). 6 methods flag overvalued, 0 flag undervalued, the rest land within fair range. Read each formula's assumptions below before treating any single number as the answer.

Graham Number

Overvalued +89.1%

√(22.5 × 순이익 × 자본)

Current

$123.60B

Implied fair

$65.36B

Gap (current − fair)

+$58.24B(+89.1%)

NetIncome = $3.61B
Equity = $52.53B
√(22.5 × $3.61B × $52.53B) = $65.36B
  • 최대 PER 15배
  • 최대 PBR 1.5배
  • 안정적 흑자 기업 가정 (금융·고성장 부정확)

Graham Formula

순이익 × (8.5 + 2 × 성장률%)

Not applicable: -

Justified P/E

Overvalued +128.0%

순이익 × 산업 평균 P/E

Current

$123.60B

Implied fair

$54.21B

Gap (current − fair)

+$69.39B(+128.0%)

NetIncome = $3.61B
Industry P/E = 15×
$3.61B × 15 = $54.21B
  • 산업 평균 PER 15x 가정 (사용자 정의 가능)
  • 동종 업종 비교가 핵심 — 산업별 평균 P/E 사용 권장

P/B 배수

Overvalued +56.8%

자본 × 산업 평균 P/B

Current

$123.60B

Implied fair

$78.80B

Gap (current − fair)

+$44.80B(+56.8%)

Equity = $52.53B
Industry P/B = 1.5×
$52.53B × 1.5 = $78.80B
  • 산업 평균 PBR 1.5x 가정
  • 은행·보험·자산집약적 산업에 특히 유효

P/S 배수

Overvalued +210.7%

매출 × 산업 평균 P/S

Current

$123.60B

Implied fair

$39.79B

Gap (current − fair)

+$83.81B(+210.7%)

Revenue = $19.89B
Industry P/S = 2×
$19.89B × 2 = $39.79B
  • 산업 평균 PSR 2x 가정
  • 매출 기반 — 적자 기업·신생 기업에 적용 가능
  • 이익률 차이 무시

DCF (Gordon)

Overvalued +163.7%

CF × (1+g) / (r − g)

Current

$123.60B

Implied fair

$46.86B

Gap (current − fair)

+$76.74B(+163.7%)

FCF = $5.26B
Discount r = 4.0% + 5.0% = 9.0%
Growth g = -2.0%
$5.26B × (1 + -2.0%) / (9.0% − -2.0%) = $46.86B
  • 현금흐름 입력: FCF (잉여현금흐름)
  • 할인율 9.0% (무위험 4.0% + 주식위험프리미엄 5.0%)
  • 영구 성장률 -2.0% (실질 GDP 수준)

DDM (Gordon)

Overvalued +1480.1%

D × (1+g) / (r − g)

Current

$123.60B

Implied fair

$7.82B

Gap (current − fair)

+$115.78B(+1480.1%)

Dividend D = $878.00M
Discount r = 9.0%
Growth g = -2.0%
$878.00M × (1 + -2.0%) / (9.0% − -2.0%) = $7.82B
  • 배당 입력: 실제 지급 배당
  • 할인율 9.0%
  • 배당 영구 성장률 -2.0%

DCF sensitivity: discount rate × terminal growth

Each cell is the (current vs FCF × (1+g) / (r − g)) discount % under the assumed growth g and discount r.

g \ r7%8%9%10%11%
1%+39.6%+62.9%+86.1%+109.4%+132.7%
2%+15.2%+38.2%+61.3%+84.3%+107.3%
3%-8.7%+14.1%+36.9%+59.7%+82.5%
4%-32.2%-9.6%+13.0%+35.6%+58.2%
5%-55.2%-32.9%-10.5%+11.9%+34.3%

DDM sensitivity: discount rate × dividend growth

Each cell is the discount % vs Dividend × (1+g) / (r − g) under the assumed growth g and discount r.

g \ r7%8%9%10%11%
1%+736.3%+875.6%+1015.0%+1154.4%+1293.8%
2%+590.1%+728.1%+866.1%+1004.1%+1142.1%
3%+446.7%+583.4%+720.0%+856.7%+993.4%
4%+306.1%+441.4%+576.8%+712.1%+847.5%
5%+168.1%+302.2%+436.3%+570.3%+704.4%

All estimates rest on strong assumptions. Treat the spread, not any single number, as the signal.

Financial Statements

In USD millions (per-share figures shown directly) · Financials as of: 2026-02-24

Income Statement

FY20252024202320222021
Cost of Revenue10,0459,6699,85612,52211,501
Gross Profit14,52314,20614,03418,94917,952
Operating Income4,6904,8635,2028,6887,465
Net Income3,6143,8994,7647,2096,433
EPS (Basic)5.075.336.449.808.77
EPS (Diluted)5.055.296.389.668.61

Balance Sheet

FY20252024202320222021
Total Assets83,46477,54284,48884,35083,184
Current Assets12,7569,49713,93715,88311,648
Current Liabilities6,8076,7988,2748,3898,140
Long-term Debt18,41816,00518,40219,67722,176
Total Equity52,53449,54353,48650,08245,167

Cash Flow

FY20252024202320222021
Operating CF6,4166,6887,1648,5198,358
Investing CF-1,196-1,981-7,081-2,234-12,987
Financing CF-2,961-8,385-273-2,5701,295
CapEx1,1561,3921,3831,1521,294
Dividends Paid878768821818742

📄 SEC Filings

Other filings (89)
4

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FORM 4

2026-05-04

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CERT

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NYSE CERTIFICATION

2026-04-30

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DANAHER CORP /DE/ (DHR) — Industrial Instruments For Measurement, Display, and Control | Sera Economics