WallStSmart
VLTO

Veralto Corporation

NYSE: VLTO · INDUSTRIALS · POLLUTION & TREATMENT CONTROLS

$88.20
-1.42% today

Updated 2026-04-30

Market cap
$21.97B
P/E ratio
23.06
P/S ratio
3.93x
EPS (TTM)
$3.88
Dividend yield
—
52W range
$85 – $110
Volume
2.0M
OverviewPrice TargetsFinancialsValuationInsidersEarnings

Veralto Corporation (VLTO) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

Price target summary

Current
$88.20
Consensus
$111.11
+25.98%
2030 Target
$360.84
+309.12%
DCF
$55.80
-70.25% MoS
22 analysts:
4 Buy6 Hold0 Sell

Management guidance

Veralto provided FY2026 guidance implying revenue growth of 8-9% (to ~$5.97B) based on analyst consensus. Management has not provided specific guidance beyond 2026 in available materials. The company is executing M&A strategy (GlobalVision acquisition at $25M revenue run-rate for 2026) and $750M share repurchase program, signaling confidence in organic and inorganic growth trajectory.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

Revenue & price projection

Actual revenue Projected revenue Base case Bull to bear range
Bull case (2030)
$598.47
$7.4B Rev × 20x P/S
Base case (2030)
$360.84
$7.4B Rev × 12x P/S
Bear case (2030)
$237.63
$7.4B Rev × 8x P/S

Financial forecast — research-backed

Metric2023202420252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$5.0B$5.2B$5.5B$6.0B$6.3B$6.6B$7.0B$7.4B
Revenue growth—3.4%6.0%8.4%5.2%5.4%5.6%5.6%
EPS$2.41$3.52$3.87$4.28$4.65$5.05$5.48$5.94
P/S ratio———12.0x12.0x12.0x12.0x12.0x
Implied price———$290.43$308.04$316.84$334.44$360.84

Catalysts & risks

Growth catalysts
+ GlobalVision acquisition accretive to EPS by 2027; integration of AI packaging compliance solutions into Esko business
+ In-Situ acquisition (announced Q4 2025) expanding water quality monitoring capabilities; synergies to emerge 2027-2028
+ $750M share repurchase program reducing share count and supporting EPS accretion
+ Data center expansion driving demand for water treatment and environmental monitoring solutions
+ Recurring revenue expansion (GlobalVision has 85% recurring revenue at 30% EBITDA margins)
Key risks
- Macro uncertainty acknowledged by management; tariff and geopolitical headwinds impacting guidance
- Integration execution risk on recent M&A (GlobalVision, In-Situ) could delay synergy realization
- P/S ratio of 4.25x significantly above industry average of 3.30x; valuation premium not sustainable at low single-digit growth rates
- Revenue growth deceleration from 5.97% (2025) to 5.28% (2027E) suggests organic growth ceiling
- Analyst downgrades in Feb-Mar 2026 (RBC, Citigroup, Jefferies) reflect tempered guidance and macro concerns

Methodology

Veralto Corporation's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 22 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.