Veralto (VLTO) Stock Overview
Provides water analytics, water treatment, marking and coding, and packaging and color solutions worldwide. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 2/6 |
| Past Performance | 6/6 |
| Financial Health | 4/6 |
| Dividends | 0/6 |
VLTO Community Fair Values
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Analyst Price Targets
Veralto Corporation Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$86.80 |
| 52 Week High | US$110.11 |
| 52 Week Low | US$84.45 |
| Beta | 0.93 |
| 1 Month Change | -2.05% |
| 3 Month Change | -6.26% |
| 1 Year Change | -13.60% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 7.69% |
Recent News & Updates
Recent updates
Narrative Update • 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.Narrative Update • 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.Narrative Update • 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 AlphaNarrative Update • 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.Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Narrative Update • 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.Narrative Update • 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.Narrative Update • 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.Analysis Article • 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...Analysis Article • 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...Analysis Article • 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
New Narrative • 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 AlphaShareholder Returns
| VLTO | US Commercial Services | US Market | |
|---|---|---|---|
| 7D | 2.3% | 1.2% | 1.1% |
| 1Y | -13.6% | -14.8% | 28.7% |
Return vs Industry: VLTO exceeded the US Commercial Services industry which returned -15% over the past year.
Return vs Market: VLTO underperformed the US Market which returned 28.7% over the past year.
Price Volatility
| VLTO volatility | |
|---|---|
| VLTO Average Weekly Movement | 3.1% |
| Commercial Services Industry Average Movement | 7.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.1% |
Stable Share Price: VLTO has not had significant price volatility in the past 3 months compared to the US market.
Volatility Over Time: VLTO's weekly volatility (3%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2022 | 17,000 | Jennifer Honeycutt | www.veralto.com |
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.
Veralto Corporation Fundamentals Summary
| VLTO fundamental statistics | |
|---|---|
| Market cap | US$21.32b |
| Earnings (TTM) | US$969.00m |
| Revenue (TTM) | US$5.59b |
22.0x
P/E Ratio3.8x
P/S RatioIs VLTO overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| VLTO income statement (TTM) | |
|---|---|
| Revenue | US$5.59b |
| Cost of Revenue | US$2.25b |
| Gross Profit | US$3.35b |
| Other Expenses | US$2.38b |
| Earnings | US$969.00m |
Last Reported Earnings
Apr 03, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 3.95 |
| Gross Margin | 59.86% |
| Net Profit Margin | 17.33% |
| Debt/Equity Ratio | 88.6% |
How did VLTO perform over the long term?
See historical performance and comparisonDividends
0.6%
Current Dividend Yield12%
Payout RatioDoes VLTO pay a reliable dividends?
See VLTO dividend history and benchmarks| Veralto dividend dates | |
|---|---|
| Ex Dividend Date | Jun 30 2026 |
| Dividend Pay Date | Jul 31 2026 |
| Days until Ex dividend | 37 days |
| Days until Dividend pay date | 68 days |
Does VLTO pay a reliable dividends?
See VLTO dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/05/24 10:34 |
| End of Day Share Price | 2026/05/22 00:00 |
| Earnings | 2026/04/03 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Veralto Corporation is covered by 20 analysts. 17 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Michael Halloran | Baird |
| William Grippin | Barclays |
| John McNulty | BMO Capital Markets Equity Research |