Veralto (VLTO)
NYSEIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-04
NYSEIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-04
QuarterlyIQ Insights · VLTO
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $96 VLTO trades at 23× p/e, below its 26× p/e peer median, but our blended $95 fair value is roughly in line with the price. We hold it with medium confidence: our number sits below the analyst range. Analysts target $104–$114. Note: our $95 fair value sits below the entire analyst range ($104–$114). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $110.00 | — | — | Analyst | high |
| dcf fcfe | 12M | $93.59 | — | — | Hist. CAGR | high |
| dcf fcff | 12M | $109.89 | — | — | Hist. CAGR | high |
| graham number | 12M | $34.55 | — | — | TTM | high |
| Mgmt guidance |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$104.00 – $114.00 (median $110.00) · 6 analysts · as of 2026-07-30
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| 12M |
| $110.12 |
| 26.0 |
| 4.24 |
| Mgmt |
| high |
| Peer EV/EBITDA | 12M | $82.74 | 15.6 | 5.63 | TTM | high |
| Peer P/FCF | 12M | $91.02 | 21.4 | 4.26 | TTM | high |
| Peer P/E | 12M | $110.12 | 26.0 | 4.24 | TTM | high |
| Peer P/S | 12M | $73.03 | 3.2 | 23.17 | TTM | high |
| PEG | 12M | $183.81 | 43.4 | 4.24 | TTM | high |
| residual income | 12M | $26.35 | — | — | TTM | high |
| Own P/E history | 12M | $97.37 | 23.0 | 4.24 | TTM | high |
| triangulated | 12M | $114.12 | 26.0 | 4.39 | Triangulated | high |
| Mgmt guidance | 3Y | $146.96 | 26.0 | 5.66 | Mgmt(prov.) | medium |
| Peer P/FCF | 3Y | $93.80 | 21.4 | 4.39 | Hist. CAGR(prov.) | medium |
| Peer P/E | 3Y | $139.68 | 26.0 | 5.38 | Analyst | medium |
| Peer P/S | 3Y | $89.77 | 3.2 | 28.49 | Analyst | medium |
| PEG | 3Y | $233.14 | 43.4 | 5.38 | Analyst | medium |
| Own P/E history | 3Y | $123.51 | 23.0 | 5.38 | Analyst | medium |
| Mgmt guidance | 5Y | $178.13 | 26.0 | 6.86 | Mgmt(prov.) | high |
| Peer P/FCF | 5Y | $95.70 | 21.4 | 4.48 | Hist. CAGR(prov.) | high |
| Peer P/E | 5Y | $159.76 | 26.0 | 6.15 | Analyst | high |
| Peer P/S | 5Y | $102.68 | 3.2 | 32.58 | Analyst | high |
| PEG | 5Y | $266.67 | 43.4 | 6.15 | Analyst | high |
| Own P/E history | 5Y | $141.27 | 23.0 | 6.15 | Analyst | high |