Danaher Corporation (DHR)vsICON PLC (ICLR)
DHR
Danaher Corporation
$184.30
+0.57%
HEALTHCARE · Cap: $117.48B
ICLR
ICON PLC
$149.45
-2.19%
HEALTHCARE · Cap: $11.19B
Smart Verdict
WallStSmart Research — data-driven comparison
Danaher Corporation generates 200% more annual revenue ($24.78B vs $8.25B). DHR leads profitability with a 14.9% profit margin vs 2.8%. ICLR appears more attractively valued with a PEG of 0.48. DHR earns a higher WallStSmart Score of 58/100 (C).
DHR
Buy58
out of 100
Grade: C
ICLR
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.8%
Fair Value
$114.63
Current Price
$184.30
$69.67 premium
Margin of Safety
+61.9%
Fair Value
$349.56
Current Price
$149.45
$200.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Reasonable price relative to book value
Strong operational efficiency at 22.9%
Generating 1.1B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
3.7% revenue growth
ROE of 7.0% — below average capital efficiency
Distress zone — elevated risk
ROE of 6.4% — below average capital efficiency
2.8% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DHR
The strongest argument for DHR centers on Market Cap, Price/Book, Operating Margin. PEG of 1.09 suggests the stock is reasonably priced for its growth.
Bull Case : ICLR
The strongest argument for ICLR centers on PEG Ratio, Price/Book. Revenue growth of 12.4% demonstrates continued momentum. PEG of 0.48 suggests the stock is reasonably priced for its growth.
Bear Case : DHR
The primary concerns for DHR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : ICLR
The primary concerns for ICLR are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 50.6x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
ICLR carries more volatility with a beta of 1.27 — expect wider price swings.
ICLR is growing revenue faster at 12.4% — sustainability is the question.
DHR generates stronger free cash flow (1.1B), providing more financial flexibility.
Monitor DIAGNOSTICS & RESEARCH industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DHR scores higher overall (58/100 vs 57/100). ICLR offers better value entry with a 61.9% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Danaher Corporation
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Danaher Corporation is an American globally diversified conglomerate with its headquarters in Washington, D.C.. The company designs, manufactures, and markets professional, medical, industrial, and commercial products and services. The company's 3 platforms are Life Sciences, Diagnostics, and Environmental & Applied Solutions.
ICON PLC
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
ICON Public Limited Company, a clinical research organization, provides outsourced marketing and development services in Ireland, the rest of Europe, the United States and internationally. The company is headquartered in Dublin, Ireland.
Compare with Other DIAGNOSTICS & RESEARCH Stocks
Want to dig deeper into these stocks?