A
ACCE-researchedOverview
ACCE thesis
Agilent builds and sells precision instruments, consumables, and software for life science research, diagnostics, and applied chemical analysis - the picks-and-shovels layer underneath biopharma R&D and genomics workflows. Their installed base creates a durable consumables pull-through model that competitors cannot easily disrupt once labs standardize on Agilent's LC/MS systems and reagent kits. The near-term catalyst is recovery in biopharma capital spending, which has been in a documented contraction cycle since mid-2022 and shows early signs of normalization heading into 2025. At a forward PE of 21.4x on what management has guided as a return to double-digit earnings growth, the stock has compressed meaningfully from its 2021 peak above $180, creating a re-entry point for a business that has consistently delivered 20%+ ROE through prior cycles. The 10% revenue growth print confirms the destocking headwinds are clearing faster than the market priced in six months ago.
- moderate5-year revenue stagnation5y revenue CAGR of -0.5% signals near-zero long-term growth despite the recent 10% YoY bounce, raising sustainability concerns.
- moderateEarnings growth quality60% YoY earnings growth vs 10% revenue growth suggests one-time items or cost cuts rather than durable operational improvement.
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Price
Valuation
INVESTORSix independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.
- +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
- +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
- +Editable DCF workbench with saved scenarios
Quality
INVESTORThe full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.
- +Conviction score breakdown and earnings-quality grade
- +Growth / value / quality / momentum component scores
- +90-day score history and score-threshold backtests
Analysts
Wall Street consensus
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
- +Price-target low / average / high vs the current price, with implied upside
- +Forward revenue and EPS consensus by fiscal year
- +ACCE fair-value models lined up against the Street
Smart Money
PROFollow the institutions: 13F position changes, insider trades, and active 13D activist filings.
- +Quarter-over-quarter institutional position changes
- +Recent open-market insider transactions
- +Active 13D activist filings and top holders
Compare
Where it sits vs peers
Algorithmic peers (6)
| Ticker | Company | Mcap | P/E | ROE | D/E | Yield | Quality | |
|---|---|---|---|---|---|---|---|---|
| IQV | IQVIA Holdings Inc. Common Stock | $43.9B | 33.1 | 22.8% | 2.42 | 0.0% | - | Compare |
| LONN.SW | Lonza Group | $46.2B | 35.2 | 12.9% | 0.46 | 0.9% | - | Compare |
| WAT | Waters Corporation Common Stock | $41.4B | 106.5 | 1.9% | 0.73 | 0.0% | - | Compare |
| IDXX | IDEXX Laboratories Inc. Common Stock | $40.3B | 36.0 | 74.2% | 0.53 | 0.0% | - | Compare |
| NTRA | Natera Inc. Common Stock | $53.2B | - | -12.5% | 0.05 | 0.0% | - | Compare |
| ILMN | Illumina Inc. Common Stock | $36.2B | 44.6 | 32.3% | 0.73 | 0.0% | - | Compare |
Sector report card
Where A ranks against its sector peers on each metric.
News and Record
Press releases mentioning this company
- Business Wire•Sep 16, 2026CORRECTING and REPLACING Agilent Announces Cash Dividend of 25.5 Cents per Share
- GlobeNewswire•Sep 15, 2026Global Mass Spectrometry Market to Reach USD 10.78 Billion by 2031, Driven by Biologics, Precision Medicine and LC-MS/MS Adoption
- GlobeNewswire•Sep 11, 2026Superconducting Magnets - Global Strategic Business Report Now Available, Forecasts Market Growth from $3.9B (2024) to $4.7B by 2030, Profiling Agilent, Bruker, Fujikura, and 49 Other Key Players
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Recent performance
SEC filings
Recent ACCE blog coverage
- $A Agilent Score Jumps 18 Points to 66 - What Drove ItAgilent Technologies' ACCE composite score moved from 48 to 66. Here's what the data says and what likely drove the upgrade across key subscores.2026-06-01
- $A Earnings: Revenue Up 7% but EPS Slips 3.6%Agilent Technologies reported May 2026 earnings with 7% revenue growth but a 3.6% EPS decline. ACCE score sits at 48. Here's what the numbers show.2026-05-27