Oct. 22, 2025 8:10 AM ETDanaher Corporation (DHR) StockDHRDaniel Schönberger13.28K FollowersDanaher Corporation reported solid Q3/25 results with 4.4% revenue growth and improved margins, yet valuation concerns persist.Despite management's optimism for high single-digit long-term growth, Danaher faces risks from China exposure, tariffs, and global market pressures.Danaher trades at high valuation multiples, and even optimistic DCF assumptions only justify a fair value, not an undervalued opportunity.Maintain a 'Hold' rating on Danaher; the stock is fairly valued at best and remains unattractive unless growth and moat assumptions prove more robust.sankai/E+ via Getty ImagesIn January 2025, I published my first and only article about Danaher Corporation (NYSE:DHR). Back then, I stated that I see question marks behind a potential moat and saw that stock a bit overvalued. In the conclusion of myThis article was written byDaniel Schönberger13.28K FollowersMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (from large cap to small cap companies).My academic background is in sociology and I hold a Master’s Degree in Sociology (with main emphasis on organizational and economic sociology) and a Bachelor’s Degree in Sociology and History.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Comments