Upgrade to premium to see the full reasoning behind each conviction change.
Sign in to unlockFair Value Distribution — percentile bands
0.0% of simulations place fair value above current price
WHAT IS PRICED IN
Revenue-Based Reverse DCF
21.6%/yr
±5.6% · revenue growth to justify current price
FCF-Based Reverse DCF
23.6%/yr
±3.1% · FCF growth to justify current price
THE GAP
Market pricing margin compression or rising capex
Upgrade to premium for full distribution data, sensitivity analysis, and segment breakdowns.
Sign in to unlockAgilent life science instruments; biopharma capex recovery catalyst; China rebound optionality.
Pharma capex remains cautious; academic/biotech funding tightness; China uncertainty.
Revenue growing 6.9% YoY but net income declining 4.1%—tariff headwinds compressing 280 bps of operating margin. Deferred revenue and services growth encouraging, but margin mitigation plan execution ...
Agilent's reorganized structure positions it as an integrated biopharma diagnostics player with strong LCMS/cell analysis platforms and CDMO capabilities, paired with high-margin recurring CrossLab se...