Veralto（VLTO）株式概要
ヴェラルト・コーポレーションは、水分析、水処理、マーキングとコーディング、パッケージングとカラーソリューションを世界中に提供しています。 詳細
VLTO Community Fair Values
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Analyst Price Targets
Veralto Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$96.07 |
| 52週高値 | US$110.11 |
| 52週安値 | US$80.03 |
| ベータ | 0.75 |
| 1ヶ月の変化 | 2.41% |
| 3ヶ月変化 | 11.46% |
| 1年変化 | -11.13% |
| 3年間の変化 | n/a |
| 5年間の変化 | n/a |
| IPOからの変化 | 19.19% |
最新ニュース
分析記事 • Aug 03
Veralto Corporation (NYSE:VLTO) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
It's been a good week for Veralto Corporation ( NYSE:VLTO ) shareholders, because the company has just released its...
ナラティブ更新 • Jul 31
VLTO: Water Quality Strength And Buybacks Will Support Future Upside
Veralto's analyst price target has been nudged higher to about $113 from about $108, as analysts factor in solid Q2 results, steady Water Quality demand, and updated long term guidance that slightly lifts revenue growth assumptions while modestly trimming projected profit margins and future P/E multiples. Analyst Commentary Recent research on Veralto points to a broadly constructive stance, with most price targets moving higher following the latest Q2 update and refreshed guidance.Recent updates
分析記事 • Aug 03
Veralto Corporation (NYSE:VLTO) Second-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year
It's been a good week for Veralto Corporation ( NYSE:VLTO ) shareholders, because the company has just released its...ナラティブ更新 • Jul 31
VLTO: Water Quality Strength And Buybacks Will Support Future Upside
Veralto's analyst price target has been nudged higher to about $113 from about $108, as analysts factor in solid Q2 results, steady Water Quality demand, and updated long term guidance that slightly lifts revenue growth assumptions while modestly trimming projected profit margins and future P/E multiples. Analyst Commentary Recent research on Veralto points to a broadly constructive stance, with most price targets moving higher following the latest Q2 update and refreshed guidance.Seeking Alpha • Jun 23
Veralto: Stable Growth, Premium Quality, Fair Valuation
Summary Veralto, post-Danaher spin-off, stands out in industrials for its focus on water quality and product identification solutions. VLTO generates the majority of revenue from recurring services, consumables, and software, providing stability versus traditional cyclical manufacturers. The investment case centers on improving profitability, strong cash flows, and disciplined capital allocation, not rapid sales growth. Despite high business quality and favorable long-term trends, current valuation appears balanced, justifying a hold rating. Read the full article on Seeking Alphaナラティブ更新 • Jun 12
VLTO: Share Repurchases And Infrastructure Exposure Will Support Future Upside
Narrative Update: Veralto The updated analyst price target for Veralto reflects a modest revision, with recent $1 to $8 price target changes in both directions as analysts reassess the stock using largely unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research on Veralto shows a mix of higher and lower price targets, with analysts focusing on how the stock is pricing in its execution, growth profile, and risk level rather than changing their underlying frameworks.ナラティブ更新 • May 29
VLTO: Share Repurchases And Mixed Research Views Will Support Future Upside
Analysts have slightly trimmed their average fair value estimate for Veralto to about $108.06. The change reflects a recent mix of modest price target increases and cuts, while still factoring in steady assumptions for revenue growth, profit margins, and future P/E.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...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
新しいナラティブ • 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 Alpha株主還元
| VLTO | US Commercial Services | US 市場 | |
|---|---|---|---|
| 7D | -1.9% | -0.6% | -0.3% |
| 1Y | -11.1% | -8.9% | 19.9% |
業界別リターン: VLTO過去 1 年間で-8.9 % の収益を上げたUS Commercial Services業界を下回りました。
リターン対市場: VLTOは、過去 1 年間で19.9 % のリターンを上げたUS市場を下回りました。
価格変動
| VLTO volatility | |
|---|---|
| VLTO Average Weekly Movement | 3.7% |
| Commercial Services Industry Average Movement | 6.9% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: VLTO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: VLTOの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2022 | 17,000 | Jennifer Honeycutt | www.veralto.com |
ヴェラルト・コーポレーションは、水質分析、水処理、マーキングとコーディング、パッケージングとカラーソリューションを世界中に提供している。水質（WQ）と製品品質＆イノベーション（PQI）の2つのセグメントで事業を展開している。WQ部門では、Hach、Trojan Technologies、ChemTreatなどのブランドで、家庭用、商業用、自治体用、工業用、研究用、天然資源用の水を測定、分析、処理する精密機器と水処理技術を提供している。また、化学試薬、サービス、ソフトウェア・ソリューションなどのウォーター・ソリューションも提供している。PQI部門は、パッケージ製品および関連消耗品のマーキングおよびコーディング、デジタル資産管理、マーケティングリソース管理、製品情報管理を提供するソフトウェアソリューション、マーキングおよびコーディングシステムを備えた製品およびパッケージのインライン印刷ソリューション、新しいパッケージデザインを作成するためのデザインソフトウェアおよび画像システム、印刷パッケージおよび消費財・工業製品のカラーマネジメントソリューション、デザイン業界向けのカラー標準サービスを提供している。当部門では、Videojet、Linx、Esko、X-Rite、Pantone の各ブランドを通じて製品とサービスを販売している。同社は自治体公共事業、食品・飲料、製薬、工業などの業界にサービスを提供している。同社は以前はDH EAS Holding Corp.として知られていたが、2023年2月にVeralto Corporationに社名を変更した。ヴェラルト・コーポレーションは2022年に法人化され、マサチューセッツ州ウォルサムに本社を置いている。
Veralto Corporation 基礎のまとめ
| VLTO 基礎統計学 | |
|---|---|
| 時価総額 | US$23.59b |
| 収益（TTM） | US$988.00m |
| 売上高(TTM) | US$5.70b |
23.7x
PER（株価収益率4.1x
P/SレシオVLTO は割高か？
公正価値と評価分析を参照収益と収入
| VLTO 損益計算書（TTM） | |
|---|---|
| 収益 | US$5.70b |
| 売上原価 | US$2.27b |
| 売上総利益 | US$3.43b |
| その他の費用 | US$2.44b |
| 収益 | US$988.00m |
直近の収益報告
Jul 03, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.05 |
| グロス・マージン | 60.18% |
| 純利益率 | 17.35% |
| 有利子負債／自己資本比率 | 109.4% |
VLTO の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.5%
現在の配当利回り13%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/18 07:33 |
| 終値 | 2026/08/18 00:00 |
| 収益 | 2026/07/03 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Veralto Corporation 17 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20
| アナリスト | 機関 |
|---|---|
| Michael Halloran | Baird |
| William Grippin | Barclays |
| John McNulty | BMO Capital Markets Equity Research |