Danaher Corporation (DHR)vsPhilip Morris International Inc (PM)
DHR
Danaher Corporation
$187.15
-1.55%
HEALTHCARE · Cap: $134.43B
PM
Philip Morris International Inc
$165.50
+0.99%
CONSUMER DEFENSIVE · Cap: $255.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Philip Morris International Inc generates 65% more annual revenue ($40.65B vs $24.57B). PM leads profitability with a 27.9% profit margin vs 14.7%. DHR appears more attractively valued with a PEG of 1.23. PM earns a higher WallStSmart Score of 70/100 (B-).
DHR
Buy60
out of 100
Grade: C
PM
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.6%
Fair Value
$135.07
Current Price
$187.15
$52.08 premium
Margin of Safety
+17.9%
Fair Value
$201.54
Current Price
$165.50
$36.04 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 22.2%
Generating 1.7B in free cash flow
Mega-cap, among the largest globally
Strong operational efficiency at 32.9%
Keeps 28 of every $100 in revenue as profit
Generating 4.3B in free cash flow
Areas to Watch
Premium valuation, high expectations priced in
4.6% revenue growth
ROE of 7.0% — below average capital efficiency
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : DHR
The strongest argument for DHR centers on Market Cap, Price/Book, Operating Margin. PEG of 1.23 suggests the stock is reasonably priced for its growth.
Bull Case : PM
The strongest argument for PM centers on Market Cap, Operating Margin, Profit Margin. Profitability is solid with margins at 27.9% and operating margin at 32.9%.
Bear Case : DHR
The primary concerns for DHR are P/E Ratio, Revenue Growth, Return on Equity.
Bear Case : PM
The primary concerns for PM are PEG Ratio, Return on Equity.
Key Dynamics to Monitor
DHR profiles as a value stock while PM is a mature play — different risk/reward profiles.
DHR carries more volatility with a beta of 0.96 — expect wider price swings.
PM is growing revenue faster at 6.8% — sustainability is the question.
PM generates stronger free cash flow (4.3B), providing more financial flexibility.
Bottom Line
PM scores higher overall (70/100 vs 60/100), backed by strong 27.9% margins. Both earn "Strong 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.
Philip Morris International Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Philip Morris International Inc. (PMI) is a Swiss-American multinational cigarette and tobacco manufacturing company, with products sold in over 180 countries. The most recognized and best selling product of the company is Marlboro.
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