Danaher: Acquisitive With Masimo, What About Its Track Record?

Danaher: Acquisitive With Masimo, What About Its Track Record? Summary - Danaher announced a $9.9B acquisition of Masimo, aiming to enhance its diagnostics and patient monitoring portfolio. - Danaher expects the deal to be accretive by $0.15–$0.20 per share in year one, rising to $0.70 by year five, with synergies dropping the EBITDA multiple to 15x. - Despite a strong long-term track record, Danaher's recent performance and premium-priced acquisitions have pressured valuation multiples and raised leverage to ~3.2x. - I remain cautious on Danaher due to mixed recent value creation, high levera

Danaher: Acquisitive With Masimo, What About Its Track Record? Summary - Danaher announced a $9.9B acquisition of Masimo, aiming to enhance its diagnostics and patient monitoring portfolio. - Danaher expects the deal to be accretive by $0.15–$0.20 per share in year one, rising to $0.70 by year five, with synergies dropping the EBITDA multiple to 15x. - Despite a strong long-term track record, Danaher's recent performance and premium-priced acquisitions have pressured valuation multiples and raised leverage to ~3.2x. - I remain cautious on Danaher due to mixed recent value creation, high levera