Veralto (VLTO) Panoramica del titolo
Veralto Corporation fornisce soluzioni per l'analisi delle acque, il trattamento delle acque, la marcatura e la codifica, l'imballaggio e il colore in tutto il mondo. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 6/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 0/6 |
Premi
Analisi del rischio
VLTO Community Fair Values
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Analyst Price Targets
Concorrenti di Veralto Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$83.48 |
| Massimo di 52 settimane | US$110.11 |
| Minimo di 52 settimane | US$84.15 |
| Beta | 0.93 |
| Variazione di 1 mese | -2.48% |
| Variazione a 3 mesi | -14.32% |
| Variazione di 1 anno | -17.54% |
| Variazione a 3 anni | n/a |
| Variazione a 5 anni | n/a |
| Variazione dall'IPO | 3.57% |
Notizie e aggiornamenti recenti
Recent updates
Aggiornamento della narrazione • May 10
VLTO: Share Repurchases And Improved Outlook Will Support Future Upside
The updated analyst price target for Veralto reflects a modest adjustment of about $0.53. Analysts are factoring in slightly higher modeled revenue growth and profit margins, along with a lower assumed future P/E multiple, following a mix of recent price target raises and cuts across the Street.Aggiornamento della narrazione • Apr 26
VLTO: M&A Pipeline And New Buy Rating Will Support Future Upside
The consensus analyst price target for Veralto has edged lower by about $1 to $108.94, as analysts fine tune their models on slightly softer revenue growth assumptions and modestly different P/E and discount rate inputs following a series of recent target trims from major firms. Analyst Commentary Recent research on Veralto reflects a mix of optimism on the companys long term potential and caution around near term execution and valuation, which is showing up in a series of price target resets.Aggiornamento della narrazione • Apr 07
VLTO: M&A Focus And New Buy Rating Will Support Future Compounding
Analysts have adjusted the Veralto fair value estimate slightly higher to $110.41, with the shift reflecting updated views on future growth, margins, and P/E assumptions following a mix of recent price target cuts and a new Buy initiation. Analyst Commentary Recent Street research around Veralto reflects a mixed backdrop, with several firms trimming price targets while one major upgrade reset the stock to a Buy rating.Seeking Alpha • Apr 02
Veralto: Quality Play Is Gradually Winning Me Over
Summary Veralto shares have pulled back, with earnings multiples dropping to the low twenties, increasing valuation appeal. Veralto is executing a balanced strategy of organic growth, bolt-on M&A, and buybacks, with recent deals targeting strong margin and synergy accretion. Pro forma net debt remains moderate at $1.5 billion, with leverage well within comfort, and buybacks completed at attractive levels. I am constructive but await a further pullback to the low $80s before initiating a position, given reliance on aggressive synergy targets. Read the full article on Seeking AlphaAggiornamento della narrazione • Mar 24
VLTO: M&A Pipeline And Discipline Around Buybacks Will Drive Future Compounding
Veralto's analyst price target has been reduced by several firms, with cuts ranging from $2 to $9, as analysts factor in updated assumptions that leave fair value and core operating inputs broadly unchanged. Analyst Commentary Across the recent research updates, analysts are adjusting price targets while largely keeping their underlying assumptions intact.Aggiornamento della narrazione • Mar 09
VLTO: M&A Pipeline And Buybacks Will Support Future Compounding Potential
Veralto's analyst price targets have been trimmed by up to $9, as several firms modestly recalibrated their assumptions around discount rates, long term revenue growth, profit margins, and future P/E expectations. Analyst Commentary Street research this week shows analysts broadly trimming their Veralto price targets by between $2 and $9, while refining their views on discount rates, long term growth, margin structure, and future P/E assumptions.Aggiornamento della narrazione • Feb 22
VLTO: Buyback And In-Situ Deal Will Support Future Compounding Potential
Veralto's analyst price targets have seen a modest reset, with recent cuts ranging from $2 to $9 as analysts factor in slightly softer valuation multiples, a small trim to modeled growth and fair value, and mixed views on the $750M buyback alongside the $422M In-Situ acquisition. Analyst Commentary Street research on Veralto has shifted toward slightly more conservative assumptions, with most recent updates trimming price targets while still recognizing the company as a quality operator with identifiable growth drivers.Aggiornamento della narrazione • Feb 07
VLTO: Buyback And In-Situ Acquisition Will Support Future EPS Compounding
Analysts have trimmed their price targets on Veralto, contributing to a reduction in our fair value estimate from $114.00 to about $110.59 as they factor in slightly lower revenue growth assumptions, a modestly lower future P/E, and a higher expected profit margin. Analyst Commentary Recent Street research on Veralto has centered on lower price targets and a closer look at how management is using capital for buybacks and acquisitions.Articolo di analisi • Jan 11
Unpleasant Surprises Could Be In Store For Veralto Corporation's (NYSE:VLTO) Shares
With a price-to-earnings (or "P/E") ratio of 27.9x Veralto Corporation ( NYSE:VLTO ) may be sending bearish signals at...Aggiornamento della narrazione • Jan 11
VLTO: Buyback And In-Situ Deal Will Shape Future EPS Compounding
Analysts have trimmed their Veralto price target to US$114 from US$123, citing an opportunistic US$750m buyback along with what they view as an expensive but strategically aligned US$422m In-Situ acquisition. Analyst Commentary Recent research commentary around Veralto focuses on the balance between capital returns to shareholders and the cost of new growth investments.Aggiornamento della narrazione • Dec 26
VLTO: Buybacks Will Support Durable EPS Compounding Despite Costly Acquisition
Analysts have modestly trimmed their price target on Veralto to $114 from prior levels in the high teens above $110, citing slightly lower long term revenue growth assumptions and a rich price paid for the $422 million In Situ acquisition, partially offset by resilient margins, a supportive valuation framework, and the incremental benefit of a $750 million share repurchase program. Analyst Commentary Bullish analysts continue to point to Veralto's long term growth algorithm and resilient fundamentals, even as they modestly rein in price targets.Aggiornamento della narrazione • Dec 11
VLTO: Share Buybacks Will Support Durable Earnings Compounding Ahead
Analysts have trimmed their price target on Veralto by $1.53 to $114.06, citing slightly higher discount-rate assumptions and a modestly lower future P/E multiple, despite expectations for stronger long term revenue growth supported by share buybacks and strategic, albeit expensive, acquisitions. Analyst Commentary Bullish analysts continue to view Veralto as a durable growth story, even as they temper near term valuation assumptions.Articolo di analisi • Sep 15
Calculating The Fair Value Of Veralto Corporation (NYSE:VLTO)
Key Insights Veralto's estimated fair value is US$135 based on 2 Stage Free Cash Flow to Equity Veralto's US$109 share...Articolo di analisi • Jul 16
Veralto (NYSE:VLTO) Might Be Having Difficulty Using Its Capital Effectively
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Articolo di analisi • Jun 25
Does Veralto (NYSE:VLTO) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Mar 15
Veralto: Adding To Its Reputation
Summary Veralto has shown improved organic growth supported by continued M&A activities, with shares trading at premium valuations at a mid- to high-twenties earnings multiple. The business focuses on water quality and product innovation, achieving nearly 5% sales growth in the second half of 2024, with a positive outlook for 2025. After a $10 drop in share price to $98, Veralto's multiples remain demanding, even after recent acquisitions and a modest dividend increase. Current valuations still feel a bit rich, as I seek a more favorable entry point before finding real appeal in VLTO shares. Read the full article on Seeking AlphaSeeking Alpha • Feb 08
Veralto: Still Bullish As The Long-Term Tailwinds Have Not Been Impaired
Summary I maintain a buy rating on Veralto. 4Q24 results showed 4.4% revenue growth, driven by Water Quality and Product Quality & Innovation segments, with adj EPS growing 9% y/y. The Water Quality segment benefits from long-term demand for industrial water treatment and water analytics. Valuation is attractive; if VLTO accelerates growth to high single digits, the forward EBITDA multiple should expand. Read the full article on Seeking AlphaSeeking Alpha • Nov 26
Veralto: Premium Multiples For A Premium Business
Summary Veralto focuses on water and product quality, with high-quality operations and strong EBITDA margins, making it a premium business. Spun off from Danaher last year, VLTO's shares have risen to over $100, driven by improved organic growth and M&A activity. Recent acquisitions, like TraceGains, enhance the Company's positioning. Veralto's premium valuation is justified by its accelerating organic growth and strategic investments, supporting its long-term growth profile. Read the full article on Seeking AlphaSeeking Alpha • Oct 29
Veralto: Growth Tailwinds Remain Intact
Summary I maintain a bullish view on Veralto due to strong demand tailwinds, core sales growth, and expanding adj EBITDA margins. 3Q24 results showed $1.31 billion revenue, 4.6% core sales growth, and margin expansion, leading to an EPS beat and raised FY24 adj EPS guidance. The WQ segment shows robust growth, driven by chemical treatment demand. The strategic acquisition of TraceGains is expected to drive revenue synergies and strengthen VLTO's competitive position. Read the full article on Seeking Alpha
Nuova narrazione • Oct 27
Critical Acquisitions And Innovation Set The Stage For Long-term Growth And Margin Expansion
Acquisition of TraceGains boosts Veralto's food safety market share and efficiency, potentially increasing recurring revenue and margins.Seeking Alpha • Sep 17
Veralto: Share Price Growth May Not Be Fully Backed Up By Fundamentals
Summary Veralto Corporation's share price increased by over 40% since its spinoff from Danaher, despite relatively flat fundamentals and headwinds in China and Western Europe. Rising labor and operational costs after the spinoff, along with PFAS regulatory challenges, could impact net margins in the near-term future. Despite a 40% increase in the share price over the last year and improving margins and recurring revenue, there has been no insider buying or major hedge fund activity. I maintain a Hold rating due to mixed signals, including a slight disconnection between share price and fundamentals, and lack of insider buying activity. Read the full article on Seeking AlphaSeeking Alpha • Jul 03
Veralto Corp.: Growth Catalysts In Both Operating Segments
Summary VLTO is recommended as a buy due to its leading position in Water Quality and Product Quality & Innovation segments. Strong growth outlook for VLTO in both segments, supported by historical growth trends and margin expansion. WQ segment benefits from growth catalysts such as semiconductor demand and US government funding for water infrastructure. Read the full article on Seeking AlphaSeeking Alpha • Apr 09
Veralto: A Solid Start Since The Spin-Off
Summary Veralto, the water and product quality business spun off from Danaher, has seen its shares trade in a $65-$90 range since the fall. The business focuses on water quality (60%) and product quality and innovation (40%). The company has reported solid fourth quarter results and a decent 2024 outlook, leading to a re-rating of its shares, with no immediate appeal seen here. Read the full article on Seeking AlphaRendimenti per gli azionisti
| VLTO | US Commercial Services | US Mercato | |
|---|---|---|---|
| 7D | -2.9% | -5.3% | 1.3% |
| 1Y | -17.5% | -16.1% | 27.7% |
Ritorno vs Industria: VLTO ha avuto una performance inferiore rispetto al US Commercial Services che ha registrato un rendimento -16.1 % nell'ultimo anno.
Rendimento vs Mercato: VLTO ha avuto una performance inferiore al mercato US che ha registrato un rendimento 27.7 % nell'ultimo anno.
Volatilità dei prezzi
| VLTO volatility | |
|---|---|
| VLTO Average Weekly Movement | 2.9% |
| Commercial Services Industry Average Movement | 7.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.0% |
Prezzo delle azioni stabile: VLTO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 3% ) di VLTO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2022 | 17,000 | Jennifer Honeycutt | www.veralto.com |
Veralto Corporation fornisce analisi dell'acqua, trattamento dell'acqua, marcatura e codifica e soluzioni di imballaggio e colore in tutto il mondo. Opera attraverso due segmenti, Water Quality (WQ) e Product Quality & Innovation (PQI). Il segmento WQ offre strumentazione di precisione e tecnologie di trattamento dell'acqua per la misurazione, l'analisi e il trattamento dell'acqua in applicazioni residenziali, commerciali, municipali, industriali, di ricerca e di risorse naturali con i marchi Hach, Trojan Technologies, ChemTreat e altri.
Veralto Corporation Riepilogo dei fondamenti
| VLTO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$20.74b |
| Utili (TTM) | US$969.00m |
| Ricavi(TTM) | US$5.59b |
21.2x
Rapporto P/E3.7x
Rapporto P/SVLTO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| VLTO Conto economico (TTM) | |
|---|---|
| Ricavi | US$5.59b |
| Costo del fatturato | US$2.25b |
| Profitto lordo | US$3.35b |
| Altre spese | US$2.38b |
| Utili | US$969.00m |
Ultimi utili riportati
Apr 03, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 3.95 |
| Margine lordo | 59.86% |
| Margine di profitto netto | 17.33% |
| Rapporto debito/patrimonio netto | 88.6% |
Come si è comportato VLTO nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.6%
Rendimento attuale del dividendo12%
Rapporto di remunerazioneVLTO paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di VLTO| Veralto date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jun 30 2026 |
| Data di pagamento dei dividendi | Jul 31 2026 |
| Giorni fino al dividendo Ex | 32 days |
| Giorni prima della data di pagamento dei dividendi | 63 days |
VLTO paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di VLTOAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/28 22:53 |
| Prezzo dell'azione a fine giornata | 2026/05/28 00:00 |
| Utili | 2026/04/03 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Veralto Corporation è coperta da 20 analisti. 17 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Halloran | Baird |
| William Grippin | Barclays |
| John McNulty | BMO Capital Markets Equity Research |