as of Sep 3
DHR
GrowthDANAHER CORPORATION
Danaher Corporation designs, manufactures, and markets professional, medical, research, and industrial products and services in the United States, China, and internationally. The company operates through Biotechnology, Life Sciences, and Diagnostics segments. The Biotechnology segment provides technologies, consumables, services, and solutions that advance, accelerate, and integrate the development and manufacture of therapeutics; cell line and cell culture media development services; cell culture media, process liquids and buffers for manufacturing, chromatography resins, filtration technologies, and aseptic fill finish; single-use hardware, consumables, and services, such as the design and installation of full manufacturing suites; lab filtration, separation, and purification; lab-scale protein purification and analytical tools; reagents, membranes, and services for diagnostic and assay development; and healthcare filtration solutions.
Close · 3M
+19.06%
Held by 3 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
AIVL · Weight decrease · 2d
weight 3.110% → 3.058% (-0.052 pp)·stock up 7.8% in the 30 days before
Sep 2·entry $209.91·now $211.03
AIVL · Accumulation · 5d
weight 2.869% → 3.109% (+0.240 pp)·stock up 9.8% in the 30 days before
Aug 27·entry $215.68·now $211.03Fresh
AIVL · Accumulation · 5d
weight 2.877% → 3.116% (+0.239 pp)·stock up 9.9% in the 30 days before
Aug 25·entry $215.97·now $211.03Fresh
AIVL · Weight increase · 3d
weight 2.869% → 3.159% (+0.291 pp)·stock up 13.7% in the 30 days before
Aug 21·entry $218.85·now $211.03Fresh
AIVL · Weight increase · 2d
weight 2.869% → 3.119% (+0.251 pp)·stock up 20.5% in the 30 days before
Aug 20·entry $215.91·now $211.03Fresh
AIVL · Weight decrease · 4d
weight 3.009% → 2.877% (-0.132 pp)·stock down 1.2% in the 30 days before
Aug 14·entry $202.45·now $211.03
AIVL · Weight decrease · 3d
weight 3.009% → 2.907% (-0.102 pp)·stock up 1.5% in the 30 days before
Aug 13·entry $203.89·now $211.03
AIVL · Weight decrease · 2d
weight 3.009% → 2.955% (-0.054 pp)·stock up 3.4% in the 30 days before
Aug 12·entry $205.79·now $211.03
AIVL · Weight increase · 4d
weight 2.852% → 3.009% (+0.157 pp)·stock up 5.2% in the 30 days before
Aug 10·entry $209.37·now $211.03Fresh
AIVL · Weight increase · 3d
weight 2.852% → 2.937% (+0.085 pp)·stock up 4.5% in the 30 days before
Aug 7·entry $204.76·now $211.03Drifting
AIVL · Weight increase · 2d
weight 2.852% → 2.886% (+0.034 pp)·stock up 4.8% in the 30 days before
Aug 6·entry $199.98·now $211.03Drifting
AIVL · Weight decrease · 2d
weight 3.147% → 2.852% (-0.294 pp)·stock up 0.7% in the 30 days before
Jul 31·entry $194.98·now $211.03
AIVL · Weight decrease · 3d
weight 3.283% → 2.901% (-0.382 pp)·stock up 0.5% in the 30 days before
Jul 22·entry $179.14·now $211.03
AIVL · Weight decrease · 2d
weight 3.283% → 2.902% (-0.381 pp)·stock up 1.0% in the 30 days before
Jul 21·entry $179.01·now $211.03
AIVL · Accumulation · 5d
weight 3.180% → 3.250% (+0.070 pp)·stock up 13.1% in the 30 days before
Jul 20·entry $201.11·now $211.03Drifting
AIVL · Accumulation · 6d
stock up 12.4% in the 30 days before
Jul 17·entry $203.83·now $211.03Drifting
AIVL · Accumulation · 5d
stock up 13.2% in the 30 days before
Jul 16·entry $205.01·now $211.03Drifting
AIVL · Accumulation · 5d
stock up 11.5% in the 30 days before
Jul 15·entry $200.79·now $211.03Drifting
LQAI · New entry · 1d
weight 0 → 0.130% (new)·stock up 4.8% in the 30 days before
Aug 6·entry $199.98·now $211.03Drifting
PQUS · Weight decrease · 2d
weight 0.390% → 0.370% (-0.020 pp)·stock up 4.5% in the 30 days before
Aug 7·entry $204.76·now $211.03
PQUS · Weight decrease · 3d
weight 0.460% → 0.390% (-0.070 pp)·stock up 0.7% in the 30 days before
Aug 2·entry $197.50·now $211.03
PQUS · Weight decrease · 2d
weight 0.460% → 0.400% (-0.060 pp)·stock up 0.7% in the 30 days before
Aug 1·entry $197.50·now $211.03
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
The AI ETFs, specifically AIVL and PQUS, have recently shown trends of increasing their weight in Danaher. This activity contrasts with the framework's verdict of "Fail," which identifies concerns regarding the company's financial health and current valuation, suggesting the stock does not currently offer a margin of safety. The AI's accumulation trend therefore appears to diverge from a strict value-investing assessment.
- Circle of CompetenceDanaher operates in diverse life sciences and diagnostics segments, which exhibit stable demand, recurring revenue streams, and mission-critical applications that allow for reasonably predictable long-term cash flow projections.
- Economic MoatDanaher benefits from strong economic moats including proprietary technologies, high switching costs for customers integrated into their workflows, and established brand reputation in critical scientific and diagnostic fields.
- ManagementInformation on management's candor, detailed capital allocation track record, or specific insider ownership is not available in the provided data to assess this criterion.
- Financial HealthThe reported Return on Equity (ROE) of 7.06% fails the criterion requiring a 10-year average ROE of 15% or higher, with no single year below 10%.
- Margin of SafetyHigh valuation multiples such as a PER of 36.01 and EV/EBITDA of 27.52, especially coupled with a low reported ROE, indicate the current price does not offer a defensible margin of safety.
While Danaher operates in a predictable industry with strong competitive advantages, the company's recent financial performance, particularly its Return on Equity, falls short of the framework's requirements. Furthermore, its current valuation multiples suggest the stock is priced without a sufficient margin of safety, leading to an overall "Fail" rating.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.