Waters Corporation (WAT): High-Quality Business, Monitoring Potential Spin-Off Driven Dislocation February 9, 2026 WAT: $335 Market Cap: $19BN Enterprise Value: $21BN Fair Value: $360 Upside: 10% Summary Waters has completed its acquisition of BD’s Biosciences & Diagnostic Solutions business through a Reverse Morris Trust transaction. As part of the deal, Waters issued shares representing 39.2% [...]
New BD Looks Cheap But I’m Not Ready to Buy (Yet)
Rich Howe2025-11-23T17:23:19-05:00November 23, 2025