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FTV Fortive

industrial · 2026-08-07

N/A
too hard · 59
Owner-earnings value$42.73
Price$60.87
Margin of safety -29.8%

Quality gate · 59/100

Returns on capital 0/30
Consistency 18.8/22
Margins / pricing power 15.6/16
Balance sheet 8.4/16
Cash conversion 10/10
Capital allocation 6.0/6

⚠ sub-hurdle returns (median roic 5% < 9%)

Median ROIC5.4%
Gross margin63.2%
Net debt / EBITDA2.4x
FCF conversion163%
Share count / yr-3.9%
Profitable years4/4

Moat & management

Owner-earnings inputs

Owner earnings (TTM)870.20M
Owner-earnings yield4.7%
Free-cash-flow yield5.7%
Growth used (normalized)0.0%
Market-implied growth (reverse DCF)8.5%
Terminal growth3.0%
Discount rate (hurdle)9.1%

Projected owner earnings

YrOwner earningsGrowthPV
1870.20M 0.0%797.89M
2873.10M 0.3%734.04M
3878.92M 0.7%677.53M
4887.71M 1.0%627.45M
5899.55M 1.3%582.98M
6914.54M 1.7%543.45M
7932.83M 2.0%508.26M
8954.60M 2.3%476.91M
9980.05M 2.7%448.94M
101.01B 3.0%423.99M

Recent news

score · 8 articles

  • Fortive Raises 2026 Outlook as Core Growth and Cash Flow Accelerate
  • Is Fortive Stock a Buy as Growth Improves but Valuation Limits Upside?
  • FTV Q2 Deep Dive: Organic Growth, Margin Expansion, and Strategic Product Investments
  • 1 Surging Stock with Competitive Advantages and 2 Facing Headwinds
  • SONY Q1 Earnings & Sales Rise on Gaming & Sensors, FY26 View Lifted
  • How Investors May Respond To Fortive (FTV) Earnings Beat, Buybacks And Higher Full‑Year EPS Outlook
  • Fortive (FTV) Posted Fresh Earnings, Is The Stock Cheap Or Pricey?
  • Fortive Q2 Earnings Call Highlights

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~8%/yr owner-earnings growth over 10y (reverse DCF); model credits 0%.

History

DateQualityPriceValueMoSRating
2026-08-07 59 $60.87 $42.73 -29.8% N/A
2026-07-02 58 $61.80 $43.41 -29.8% N/A
2026-06-25 58 $60.39 $43.41 -28.1% N/A
2026-06-23 58 $60.34 $43.41 -28.1% N/A