VLTO
9/9 ScoreVeralto Corporation
Analysis Date: February 20, 2026
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 digital 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.
Buffettology Criteria
All 9 of 9 criteria passed
High ROE
Return on Equity > 12%
Value: 34.5%
High ROIC
Return on Invested Capital > 9%
Value: 16.1%
Cash Machine
FCF / Assets > 5%
Value: 13.2%
Fair Valuation
Earnings Yield > 3.5%
Value: 4.1%
Share Buybacks
Share Count is Dropping
Value: 0.4%
Defensible Moat
Gross Profit Margin > 40%
Value: 59.9%
Simple Business
Not in a speculative sector (e.g., Biotech)
Value: Industrials
Conservative Debt
Debt to Equity < 1.5
Value: 0.86x
Consistent Growth
5-Year Growth is Positive
Value: 28.7%
Analysis Summary
This VLTO business shows some real promise, sporting a robust ROE north of 34% and a healthy operating margin around 16%. It’s generating cash, the debt load is manageable, and the moat appears to be quite sturdy. With consistent growth and a tidy share buyback program, this one warrants a closer look.
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