A Look At Veralto (VLTO) Valuation After TraceGains Deal And AI-Focused Growth In Water And Product Quality

Simply Wall St.01-24

AdvertisementWhy Veralto’s latest acquisition matters for investors Veralto (VLTO) is back in focus after acquiring TraceGains, a supply chain traceability and compliance software provider. The deal ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2605219285?lang=en_US&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/3114000-choice2-main-header/1585186838280","is_english":true,"pubTime":"2026-01-24 02:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2605219285","market":"sg","top_or_hot":-1,"title":"A Look At Veralto (VLTO) Valuation After TraceGains Deal And AI-Focused Growth In Water And Product Quality","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementWhy Veralto’s latest acquisition matters for investors Veralto (VLTO) is back in focus after acquiring TraceGains, a supply chain traceability and compliance software provider. The deal ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/commercial-services/nyse-vlto/veralto/news/a-look-at-veralto-vlto-valuation-after-tracegains-deal-and-a\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At Veralto (VLTO) Valuation After TraceGains Deal And AI-Focused Growth In Water And Product Quality</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At Veralto (VLTO) Valuation After TraceGains Deal And AI-Focused Growth In Water And Product Quality\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-24 02:33 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/commercial-services/nyse-vlto/veralto/news/a-look-at-veralto-vlto-valuation-after-tracegains-deal-and-a><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhy Veralto’s latest acquisition matters for investors Veralto (VLTO) is back in focus after acquiring TraceGains, a supply chain traceability and compliance software provider. The deal ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/commercial-services/nyse-vlto/veralto/news/a-look-at-veralto-vlto-valuation-after-tracegains-deal-and-a\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0069063385.USD","symbol_name":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","start_time":0,"source_url":"https://simplywall.st/stocks/us/commercial-services/nyse-vlto/veralto/news/a-look-at-veralto-vlto-valuation-after-tracegains-deal-and-a","article_id":"2605219285","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3114000-choice2-main-header/1585186838280"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/commercial-services/nyse-vlto/veralto/news/a-look-at-veralto-vlto-valuation-after-tracegains-deal-and-a","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2605219285","pubTimestamp":1769193226,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Why Veralto’s latest acquisition matters for investors\nVeralto (VLTO) is back in focus after acquiring TraceGains, a supply chain traceability and compliance software provider. The deal sits squarely within its Water Quality and Product Quality & Innovation businesses.\nThe transaction ties into Veralto’s push around AI powered tools for data centers, energy efficiency, and water conservation. It also raises questions about how its portfolio mix and growth profile might evolve from here.\nSee...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","BK4120":"环境与设施服务","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","VLTO":"Veralto Corporation","LU1892829315.USD":"FIDELITY FUNDS SUSTAINABLE WATER & WASTE \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU2089279066.USD":"ALLIANZ GLOBAL WATER \"AT\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","BK4588":"碎股","LU2308191902.HKD":"BNP PARIBAS ECOSYSTEM RESTORATION \"CLASSIC\" (HKD) ACC","LU2229751404.USD":"ALLIANZ GLOBAL WATER \"AT3\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2240825500.USD":"AZ EQUITY - WATER & RENEWABLE RESOURCES \"A-AZ\" (USD) ACC"},"translate_title":"TraceGains交易后Veralto(VLTO)估值以及以人工智能为中心的水和产品质量增长","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VLTO":1.5},"content_text":"AdvertisementWhy Veralto’s latest acquisition matters for investors Veralto (VLTO) is back in focus after acquiring TraceGains, a supply chain traceability and compliance software provider. The deal sits squarely within its Water Quality and Product Quality & Innovation businesses. The transaction ties into Veralto’s push around AI powered tools for data centers, energy efficiency, and water conservation. It also raises questions about how its portfolio mix and growth profile might evolve from here. See our latest analysis for Veralto. Veralto’s latest deal comes after a period where momentum has cooled a little, with a 90 day share price return of a 3.03% decline and a 1 year total shareholder return of a 1.28% decline from a share price of US$101.48. This suggests investors are reassessing growth and risk around its AI and water focused offerings. If this kind of business model interests you, it can be useful to see what else is out there in related areas, including healthcare stocks that sit at the intersection of regulation, data and mission critical services. With Veralto trading at US$101.48 and references to both an intrinsic discount and a gap to analyst targets, the key question is whether recent weakness leaves upside on the table or if the market already reflects its future growth. Most Popular Narrative: 11% Undervalued Veralto’s most followed narrative pegs fair value at $114, compared with the latest close at $101.48, which frames the current price as below that narrative anchor.  Increased adoption of digital workflow and connected software solutions (notably in PQI and Water Quality) is supporting high margin, recurring revenue streams (now 61% of total sales), improving business predictability and supporting higher net margins and EPS growth.  Read the complete narrative. Curious what kind of revenue growth, margin lift, and future earnings multiple need to come together to back that $114 figure, and how tightly those assumptions line up with consensus forecasts and current profitability trends? Result: Fair Value of $114 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that $114 fair value view depends on smooth integration of deals like In-Situ and TraceGains, and on China’s Water Quality weakness not becoming a longer term drag. Find out about the key risks to this Veralto narrative. Another View: What P/E Says About Veralto Our DCF model flags Veralto as trading below an estimated future cash flow value of $138.55. However, the current P/E of 27.6x sits slightly above both the fair ratio of 26.3x and the US Commercial Services average of 26.6x. So is this a quality premium or simply paying up? See what the numbers say about this price — find out in our valuation breakdown. NYSE:VLTO P/E Ratio as at Jan 2026 Build Your Own Veralto Narrative If you look at the numbers and come to a different conclusion, or simply prefer to test your own assumptions, you can build a custom view in just a few minutes with Do it your way. A good starting point is our analysis highlighting 3 key rewards investors are optimistic about regarding Veralto. Looking for more investment ideas? If Veralto has you thinking about what's next, do not stop here. Broaden your watchlist with a few focused stock ideas that match your style.  Spot potential value candidates early by scanning these 876 undervalued stocks based on cash flows that may be trading below what their cash flows suggest. Target growth themes at the edge of technology through these 23 quantum computing stocks pushing forward advanced computing applications. Strengthen your income focus by checking these 12 dividend stocks with yields > 3% that already offer yields above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2605219285","isCrawlerRequest":true}