DHR · DANAHER CORPORATION

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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

+27.28%

Held by 2 AI ETFs

AIVL1.920%

as of Oct 23

PQUS0.190%

as of Oct 23

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.

Buy signals20

Win rate95% (19/20)

Avg buy return+4.47%

AIVLnow 1.920% of fund28 signals

AIVL · Weight decrease · 3d

weight 1.946% → 1.871% (-0.075 pp)·stock up 3.9% in the 30 days before

Oct 20·entry $224.24·now $230.50

+2.79%

since Oct 20

AIVL · Accumulation · 5d

weight 1.859% → 1.892% (+0.033 pp)·stock up 6.0% in the 30 days before

Oct 19·entry $224.43·now $230.50Drifting

+2.70%

since Oct 19

AIVL · Accumulation · 5d

weight 1.879% → 1.927% (+0.048 pp)·stock up 7.8% in the 30 days before

Oct 16·entry $229.04·now $230.50Fresh

+0.64%

since Oct 16

AIVL · Accumulation · 6d

weight 1.845% → 1.946% (+0.101 pp)·stock up 11.1% in the 30 days before

Oct 15·entry $231.50·now $230.50Fresh

-0.43%

since Oct 15

AIVL · Weight increase · 4d

weight 1.859% → 1.906% (+0.046 pp)·stock up 7.3% in the 30 days before

Oct 14·entry $224.69·now $230.50Drifting

+2.59%

since Oct 14

AIVL · Accumulation · 5d

weight 1.851% → 1.883% (+0.032 pp)·stock up 9.6% in the 30 days before

Oct 13·entry $222.84·now $230.50Drifting

+3.44%

since Oct 13

AIVL · Weight increase · 2d

weight 1.859% → 1.868% (+0.009 pp)·stock up 10.5% in the 30 days before

Oct 12·entry $221.20·now $230.50Drifting

+4.20%

since Oct 12

AIVL · Weight decrease · 4d

weight 3.429% → 1.851% (-1.578 pp)·stock up 2.0% in the 30 days before

Oct 2·entry $214.06·now $230.50

+7.68%

since Oct 2

AIVL · Weight decrease · 3d

weight 3.429% → 3.205% (-0.224 pp)·stock up 2.3% in the 30 days before

Oct 1·entry $211.76·now $230.50

+8.85%

since Oct 1

AIVL · Accumulation · 5d

weight 3.201% → 3.361% (+0.161 pp)·stock up 3.7% in the 30 days before

Sep 30·entry $221.55·now $230.50Drifting

+4.04%

since Sep 30

AIVL · Accumulation · 6d

weight 3.154% → 3.414% (+0.261 pp)·stock up 4.6% in the 30 days before

Sep 29·entry $226.11·now $230.50Fresh

+1.94%

since Sep 29

AIVL · Accumulation · 6d

weight 3.154% → 3.429% (+0.274 pp)·stock up 5.4% in the 30 days before

Sep 28·entry $227.33·now $230.50Fresh

+1.39%

since Sep 28

AIVL · Accumulation · 6d

weight 3.106% → 3.368% (+0.262 pp)·stock up 4.2% in the 30 days before

Sep 25·entry $224.49·now $230.50Drifting

+2.68%

since Sep 25

AIVL · Accumulation · 6d

weight 3.102% → 3.355% (+0.253 pp)·stock up 3.6% in the 30 days before

Sep 24·entry $223.77·now $230.50Drifting

+3.01%

since Sep 24

AIVL · Accumulation · 6d

weight 3.000% → 3.303% (+0.302 pp)·stock up 3.0% in the 30 days before

Sep 23·entry $221.56·now $230.50Drifting

+4.04%

since Sep 23

AIVL · Accumulation · 6d

weight 2.950% → 3.286% (+0.335 pp)·stock up 1.0% in the 30 days before

Sep 22·entry $221.09·now $230.50Drifting

+4.26%

since Sep 22

AIVL · Accumulation · 5d

weight 2.972% → 3.200% (+0.228 pp)·stock down 0.0% in the 30 days before

Sep 21·entry $215.84·now $230.50Drifting

+6.79%

since Sep 21

AIVL · Accumulation · 5d

weight 2.998% → 3.154% (+0.157 pp)·stock up 6.5% in the 30 days before

Sep 17·entry $212.50·now $230.50Drifting

+8.47%

since Sep 17

AIVL · Weight increase · 3d

stock up 2.8% in the 30 days before

Sep 16·entry $208.36·now $230.50Chased

+10.63%

since Sep 16

AIVL · Weight increase · 2d

stock up 3.4% in the 30 days before

Sep 15·entry $209.36·now $230.50Chased

+10.10%

since Sep 15

AIVL · Weight decrease · 2d

stock down 2.7% in the 30 days before

Sep 11·entry $200.14·now $230.50

+15.17%

since Sep 11

AIVL · Weight decrease · 5d

stock up 0.2% in the 30 days before

Sep 8·entry $205.23·now $230.50

+12.31%

since Sep 8

AIVL · Weight decrease · 4d

stock up 3.8% in the 30 days before

Sep 4·entry $207.66·now $230.50

+11.00%

since Sep 4

AIVL · Weight decrease · 3d

stock up 5.7% in the 30 days before

Sep 3·entry $211.03·now $230.50

+9.23%

since Sep 3

AIVL · Weight decrease · 2d

stock up 7.8% in the 30 days before

Sep 2·entry $209.91·now $230.50

+9.81%

since Sep 2

AIVL · Accumulation · 5d

stock up 9.8% in the 30 days before

Aug 27·entry $215.68·now $230.50Drifting

+6.87%

since Aug 27

AIVL · Accumulation · 5d

stock up 9.9% in the 30 days before

Aug 25·entry $215.97·now $230.50Drifting

+6.73%

since Aug 25

AIVL · Weight increase · 3d

stock up 13.7% in the 30 days before

Aug 21·entry $218.85·now $230.50Drifting

+5.32%

since Aug 21

LQAIno longer held1 signal

LQAI · Exit · 1d

weight 0.150% → 0 (exited)·stock up 4.6% in the 30 days before

Sep 29·entry $226.11·now $230.50

+1.94%

since Sep 29

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

Fails the frameworkas of Sep 27

AI ETFs are actively accumulating Danaher, with AIVL showing a consistent weight increase trend, indicating a positive outlook. In contrast, the Buffett-style framework concludes with a 'Fail' verdict, primarily due to the company's recent low Return on Equity and its high valuation, suggesting fundamental concerns that conflict with the AI's bullish stance.

Circle of CompetenceDanaher's diversified portfolio of essential life science tools and diagnostic services provides sufficiently predictable earning power for ten-year cash flow projections.
Economic MoatThe company benefits from strong switching costs, proprietary technology, and scale within its specialized scientific and diagnostic markets, creating durable competitive advantages.
ManagementDanaher's management has a strong track record of disciplined capital allocation through strategic acquisitions and divestitures, aligned with shareholder interests.
Financial HealthThe most recent Return on Equity (ROE) of 7.66% fails the framework's stringent requirement for an average of 15% and no single year below 10%.
Margin of SafetyCurrent valuation multiples (PER 39.41, EV/EBITDA 32.94) are high relative to recent performance, leaving no defensible margin of safety.

Danaher demonstrates strong qualitative aspects, including a predictable business within its circle of competence, a robust economic moat, and disciplined management. However, the company currently fails the financial health criteria due to its low Return on Equity and presents no margin of safety at its current valuation, leading to an overall 'Fail' verdict under this framework.

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.