02/17/2025, 06:46 AM UTC
丹纳赫：自食恶果的悲观主义？Danaher: Self-Inflicted Pessimism?
1. 丹纳赫公司近期面临市场惩罚，尽管经历艰难的一年，但凭借强劲的利润率和令人印象深刻的自由现金流展现出韧性；2. 尽管短期内存在悲观情绪，公司的战略资本分配表明其致力于长期价值创造；3. 丹纳赫的生物工艺部门持续增长，即将到来的专利悬崖预计将推动其生命科学设备的需求；4. 估值分析显示，随着市场条件改善和增长回归，该股票目前被低估，具有显著的上涨潜力。1. Danaher Corp. has faced market punishment recently, showing resilience with strong margins and impressive FCF despite a tough year; 2. The company's strategic capital allocation suggests long-term value creation despite short-term pessimism; 3. Danaher's bioprocessing segment is showing consistent growth, and the upcoming patent cliff is expected to boost demand for their life science equipment; 4. Valuation analysis indicates the stock is undervalued with significant upside potential as market conditions improve.---
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