Waters Corporation: Instrument Replacement Cycle Momentum, But Valuation Is A Concern
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Waters Corporation reported strong Q4'24 and FY'24 results, with growth driven by academia, government, and pharma segments. Despite FX headwinds, the company projects 4.5%-7% revenue growth in 2025, supported by emerging markets and high-growth areas. However, elevated valuations and limited cash deployment opportunities pose risks.
February 21, 2025 | 9:45 am
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Waters Corporation reported strong Q4'24 and FY'24 results, with growth in academia, government, and pharma. The company projects 4.5%-7% revenue growth in 2025, but faces risks from elevated valuations and limited cash deployment opportunities.
The strong earnings report and positive growth projections are balanced by concerns over elevated valuations and limited opportunities for cash deployment, making the short-term impact on stock price neutral.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100