$VLTO

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

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Win rate (3m)

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Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Sep 10, 4:31 PM ET

$VLTOr/ValueInvestingDiscussionbullish

u/FunIcy6154 · 26d ago5 prior · awaiting results

Long VLTO

Water shortages thesis

Veralto is positioned to capture testing and water quality monitoring demand driven by EPA PFAS rules and municipal capex spending. Part of a technology/equipment tier expected to be the main return engine in a water infrastructure supercycle.

At post $96.75Now $93.45-3.4% since postedas of Sep 10, 4:31 PM ET

1d—

3d+3.5%

1w+2.1%

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original post →

$VLTOr/ValueInvestingStock Analysisbullish

u/Ancient_Bobcat_9150 · 45d ago1 prior · awaiting results

Has anyone looked at Veralto? A mission-critical spin-off from Danaher

Veralto is a mission-critical, recession-proof business with 60%+ recurring revenue from water quality and product innovation services. The company has a durable moat through proprietary sensors and chemicals, strong cash conversion (FCF >100% for two years), and is positioned to benefit from secular tailwinds in water scarcity and regulatory compliance, though currently fairly to expensively valued at analyst target of $108.

At post $94.82Now $93.45-1.4% since postedas of Sep 10, 4:31 PM ET

original post →

End of results.