WAT · Waters Corporation
Analytical lab instruments — chromatography and mass spec, newly combined with BD's diagnostics arm
Risiko 5/10 · MODERATE RISK · merger-integration play · $409.38 ▼ 1.01%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $409.38
- Market cap $40.2B
- P/E (ttm) 104.17
- Div yield none
- 52-wk range $282.77 – $426.22
- Index rank #278 / —
Wichtigste Risiken
- Integration of BD's diagnostics unit disappoints (Shareholders) — HIGH
- Pharma capex and China demand cycles (Shareholders) — MED
- Deal debt taken on to close the combination (Bondholders) — MED
- Customer attrition and dis-synergies in the merged portfolio (Shareholders) — MED
Fazit
Quality franchise, but the next year is an integration story, not an instruments story.
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