Veralto Corporation
VLTO
$96.75
-0.95%
Veralto Corporation is a diversified industrial company operating through two primary segments: water quality, which provides water analytics and treatment solutions, and product quality and innovation, which offers coding, packaging, and color solutions for consumer packaged goods and pharmaceuticals. As a relatively new public entity, spun off from Danaher in late 2023, Veralto has established itself as a niche player in mission-critical environmental and industrial applications, leveraging its recurring revenue model and strong brand reputation. The current investor narrative centers on the company's ability to sustain organic growth and margin expansion amid a challenging macroeconomic environment, with recent quarterly results showing solid revenue growth and profitability, though the stock has experienced volatility since its listing. Key debates revolve around the sustainability of its high valuation multiples and the potential for further operational efficiencies.…
VLTO
Veralto Corporation
$96.75
VLTO 12-Month Price Forecast
Wall Street consensus
Most Wall Street analysts maintain a constructive view on Veralto Corporation's 12-month outlook, with a consensus price target around $113.29 and implied upside of +17.1% versus the current price.
Average Target
$113.29
0 analysts
Implied Upside
+17.1%
vs. current price
Analyst Count
—
covering this stock
Price Range
$100 - $136
Analyst target range
Veralto is covered by 17 analysts, with a consensus recommendation of 'buy' and a mean recommendation score of 1.95 (where 1 is strong buy and 5 is sell). The average target price is $113.00, implying an upside of 15.7% from the current price of $97.68. The analyst sentiment is bullish, with a majority of analysts rating the stock as a buy or overweight, and no sell ratings. The high target of $136.00 suggests that some analysts see significant upside potential, likely driven by continued margin expansion and growth in the water quality segment, while the low target of $100.00 indicates a more conservative view, possibly reflecting concerns about valuation or macroeconomic headwinds. The wide range between low and high targets (36%) highlights the uncertainty in the market regarding the stock's future performance, but the overall consensus remains positive.
VLTO Technical Analysis
Veralto's stock has been in a broad recovery phase over the past year, with a 1-year price change of -9.28% but a strong 3-month rebound of +15.15%. The current price of $97.68 sits at 88.7% of its 52-week range (between $80.03 low and $110.11 high), indicating the stock has recovered significantly from its lows but remains below its peak. This positioning suggests improving momentum, though the stock is still trading below its 52-week high, leaving room for further upside if the uptrend continues.
Beta
0.75
0.75x market volatility
Max Drawdown
-25.1%
Largest decline past year
52-Week Range
$80-$110
Price range past year
Annual Return
-9.8%
Cumulative gain past year
| Period | VLTO Return | S&P 500 |
|---|---|---|
| 1m | +3.1% | +4.0% |
| 3m | +11.9% | +5.3% |
| 6m | +2.6% | +12.6% |
| 1y | -9.8% | +20.1% |
| ytd | -1.8% | +13.3% |
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VLTO Fundamental Analysis
Veralto's revenue has been growing steadily, with the most recent quarter (Q1 2026) reporting revenue of $1.422 billion, up 6.76% year-over-year. This growth is consistent with the prior quarters, which saw revenues of $1.396 billion (Q4 2025), $1.404 billion (Q3 2025), and $1.371 billion (Q2 2025), indicating a stable growth trajectory. The company's recurring revenue model is evident from segment data, with $887 million in recurring revenue versus $535 million in nonrecurring, providing a solid base for future growth. The growth is driven by both segments, with water quality benefiting from environmental regulations and product quality benefiting from packaging and coding demand.
Quarterly Revenue
$1.4B
2026-04
Revenue YoY Growth
+6.8%
YoY Comparison
Gross Margin
60.1%
Latest Quarter
Free Cash Flow
$1.0B
Last 12 Months
Revenue & Net Income Trends (2 Years)
Revenue Breakdown
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Valuation Analysis: Is VLTO Overvalued?
Given Veralto's positive net income, the PE ratio is the most appropriate valuation metric. The trailing PE is 26.33x, while the forward PE is 20.45x, indicating that the market expects earnings growth of approximately 29% over the next year. This gap between trailing and forward multiples suggests that investors are pricing in significant earnings growth, which is supported by the company's consistent margin expansion and revenue growth. The PEG ratio of 2.11x further indicates that the stock is not cheap relative to its growth rate, but the growth is expected to be robust.
PE
26.3x
Latest Quarter
vs. Historical
Mid-Range
5-Year PE Range 21x~31x
vs. Industry Avg
N/A
Industry PE ~N/A*
EV/EBITDA
18.9x
Enterprise Value Multiple