$VLTO

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

+6.6%

Win rate (3m)

100% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

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

Recent theses

$VLTOr/ValueInvestingDiscussionbullish

u/FunIcy6154 · 78d 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 $96.75live price unavailable

1d—

3d+3.5%

1w+2.1%

1m-1.3%

3m—

6m—

1y—

original post →

$VLTOr/ValueInvestingStock Analysisbullish

u/Ancient_Bobcat_9150 · 98d ago8 prior · 50% at 3mo

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 $94.28live price unavailable

1d+4.4%

3d+0.5%

1w+0.6%

1m+4.7%

3m+6.6%

6m—

1y—

original post →

End of results.