DHR vs NKE: Which Is the Better Buy?

Side-by-side comparison of Danaher Corporation and NIKE, Inc. β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
Danaher Corporation Β· Healthcare
$174.04
+13.2% upside to fair value
Grade B
VS
NIKE, Inc. Β· Consumer Cyclical
$42.62
+45.5% upside to fair value
Med Conviction Grade B+
QuantHub Verdict
NKE has more upside to fair value (+45.5%). NKE trades at a lower forward P/E (27.9x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric DHR NKE
Current Price $174.04 $42.62
Fair Value Estimate $197.01 $62.00
Upside to Fair Value +13.2% +45.5%
Market Cap $123.2B $63.0B
Forward P/E 33.4x 27.9x
EV / EBITDA 20.3x 20.7x
Price / Sales 5.0x 1.4x
Price / FCF 23.3x 19.4x
Revenue Growth YoY +3.7% -9.8%
Gross Margin 60.7% 42.7%
Operating Margin 21.0% 8.0%
Return on Equity 7.1% 24.4%
Dividend Yield 0% 3.8%
FCF Yield 4.3% 5.2%
Analyst Consensus Strong Buy Buy
Investment Thesis
DHR β€” Danaher Corporation
Danaher Corporation is a diversified healthcare company focused on medical diagnostics, life sciences, and biotechnology, generating approximately $24 billion in revenue with a strong recurring revenue base of over 81%. The company benefits from a high gross margin of 60.7% and solid operating margin of 21%, supported by a seasoned management team with a proven capital allocation track record inc…
NKE β€” NIKE, Inc.
Nike is the world's largest athletic footwear and apparel company with $46.3B in FY2025 revenue, operating across 190+ countries with the Nike, Jordan, and Converse brands. The stock trades near its 9-year low at $42.62 after an 11% single-day crash following a Q3 FY2026 earnings report that showed 35% net income decline and weak Q4 guidance calling for a further 2-4% revenue decline. FY2025 reve…
Accumulation Zones
Metric DHR NKE
Zone Low $147.76 $44.00
Zone High $167.46 $50.00
In Buy Zone? No Yes
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