Veralto Corporation (VLTO) Fair Value & Analysis
Industrials · US · Market cap $22.3B
Veralto Corporation
VLTO · US
Fair value as of: Jul 16, 2026
From 25 valuation models · updated 22 days ago
Fair value updated Jul 16, 2026, revised from $67.10 to $69.11 (+3.0%) since Jun 24, 2026. Share price +5.3% over the past month.
A solid business, but screening 29% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($87.04). The favourable scenario is already priced in.
- Solid but not exceptional quality (67/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range ($46.91 to $87.04) leaves room in how you read the outcome.
Price vs Fair Value (3 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.
How to read this chart
34‑month range $66.67 – $112.62 · fair‑value band $46.91 – $87.04 · the $98.02 price screens above the $69.11 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.
Analysis
Veralto Corporation (VLTO) currently trades at $98.02, while our model-based Fair Value estimate is $69.11, implying the stock looks roughly 29.5% overvalued today. We read business quality at 67/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Veralto Corporation generated revenue of $5.6B at a net margin of 17.3%. Revenue grew 6.8% year over year. It earns a return on equity of 36.5%. Net debt stands at $642M. Fundamentals as of Jul 16, 2026
Our scenario range runs from $46.91 (bear case) to $87.04 (bull case); at $98.02, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 11% below its 52-week high and 22% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -81% fair-value upside, at -29%, VLTO screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 25 models by family
Widest divergence: DCF Models ($64.84) versus Dividend Discount ($6.11). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 70 · Market factors (momentum, volatility) 53
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Veralto Corporation provides water analytics, water treatment, marking and coding, and packaging and color solutions worldwide. It operates through two segments, Water Quality (WQ) and Product Quality & Innovation (PQI).
Full company description
Veralto Corporation provides water analytics, water treatment, marking and coding, and packaging and color solutions worldwide. It operates through two segments, Water Quality (WQ) and Product Quality & Innovation (PQI). The WQ segment offers precision instrumentation and water treatment technologies to measure, analyze, and treat water in residential, commercial, municipal, industrial, research, and natural resource applications under the Hach, Trojan Technologies, ChemTreat, and other brands. This segment also provides water solutions, including chemical reagents, services, and software solutions. The PQI segment offers marking and coding for packaged goods and related consumables; a software solution that provides digital asset management, marketing resource management, and product information management; inline printing solutions for products and packaging with marking and coding systems; design software and imaging systems for the creation of new packaging designs; color management solutions for printed packages and consumer and industrial products; and color standard services for the design industry. This segment sells its products and services through the Videojet, Linx, Esko, X-Rite, and Pantone brands. The company serves industries, such as municipal utilities, food and beverage, pharmaceutical, and industrials. The company was formerly known as DH EAS Holding Corp. and changed its name to Veralto Corporation in February 2023. Veralto Corporation was incorporated in 2022 and is headquartered in Waltham, Massachusetts.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Veralto Corporation reported revenue of $5.5B in FY2025 versus $4.7B in FY2021, a compound +4.0%/yr. Reported net income was $940M in FY2025, compounding +2.2%/yr from FY2021.
VLTO screens 29% overvalued. Compare with Zurn Elkay Water Solutions Corporation →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Diamond Hill Is Betting on Veralto’s (VLTO) Resilient Business Model
- Veralto (VLTO) Upgraded to Buy: Here's Why
- Veralto (VLTO) Stock Fair Value Edges Higher After Q2 Guidance And Analyst Target Lifts
- Veralto Q2 Earnings Call Highlights
Peer Group
Pollution & Treatment Controls · 92 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Pollution & Treatment Controls median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 45/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Pollution & Treatment Controls stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Zurn Elkay Water Solutions Corporation ZWS | $47.63 | $24.92 | -48% |
| Canmax Technologies Co 300390 | ¥57.02 | ¥10.41 | -82% |
| CECO Environmental Corp CECO | $83.63 | $15.19 | -82% |
| Fujian Longking Co 600388 | ¥16.16 | ¥15.59 | -4% |
| Munters Group MTRS | kr 166.60 | kr 16.90 | -90% |
| China Conch Venture Holdings 0586 | HK$8.83 | HK$14.14 | +60% |
| Mega Union Technology Inc 6944 | 1,005 TWD | 539.58 TWD | -46% |
| MayAir Technology (China) Co 688376 | ¥96.57 | ¥18.80 | -81% |
| Zhejiang Goldensea Hi-Tech Co 603311 | ¥29.24 | ¥5.66 | -81% |
| Shanghai Emperor of Cleaning Hi-Tech Co 603200 | ¥38.97 | ¥5.73 | -85% |
Compare Veralto Corporation with another stock
Price, fair value, quality and upside side by side.
Explore undervalued stocks
More undervalued Industrials stocks →
Frequently asked questions
Is Veralto Corporation (VLTO) overvalued or undervalued?
What is the fair value of VLTO?
What is the quality score of VLTO?
What is the revenue of Veralto Corporation (VLTO)?
What is the net profit margin of VLTO?
Does Veralto Corporation pay a dividend?
How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
Track Veralto Corporation and try Pro for 14 days
One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.
Zero risk: nothing is ever charged. After 14 days you decide whether to stay.