3 models fit Vontier Corporation Common Stock and they disagree: 0 of 3 land within 15% of the average.
Two or more of our models back this value.
Near fair value(i)Silver62
Valued as a mature, profitable company: Discounted cash flow, P/E comparison, EV/EBITDA comparison, Graham number, and Dividend discount.
ACCE opinionVontier Corporation Common Stock (VNT)
Fair value (3 models)
$38.54
ACCE price target
$39.00
Rating
Fairly valued
Horizon
12 months
Fair value published on 11 Oct 2026, 00:00 CEST; previously $34.68 since 4 Oct 2026, 00:00 CEST.
ACCE price target published on 11 Oct 2026, 00:00 CEST.
Price used: $34.36 at the close on 23 Oct 2026, 22:00 CEST.
Models: Discounted cash flow, Dividend discount, EV/EBITDA comparison, Graham number, and P/E comparison.
Fair value: the average of the applicable valuation models (discounted cash flow, multiples, residual income, dividend discount, shareholder yield), each run on the latest financial statements and the market price shown. Opinion columns (fair value, target, rating) are shown apart from the data. Full methodology: acceinvestments.com/data/how-we-value-stocks
Conflicts of interest: The author holds no personal position in this security. General statement
Produced by ACCE Investments (acceinvestments.com)
Data
Price vs fair value
10.9% below
+12.2% to fair value
ACCE score
52
out of 100
Analysts
55% buy
11 covering
P/E
14.2x
forward 9.1x
1-year return
-20.1%
Dividend yield
0.29%
Vontier Corporation Common Stock in four questions
Plain answers, details below
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Overview
ACCE thesis
Vontier makes fuel-dispensing and mobility hardware (Gilbarco pumps and payment terminals, plus Matco tools and diagnostic software for vehicle repair shops), a mix that gives it recurring service and software revenue alongside equipment sales. The case for a closer look rests on the margin profile: a 47.2% gross margin and 19.4% operating margin are high for a hardware-heavy business, and a 28.9% ROE shows the capital base is being used well. The problem is top-line momentum, with revenue down 2.2%, so the thesis depends on whether the installed base and aftermarket services can stabilize sales. Valuation has compressed to 13.8x trailing and 8.2x forward earnings, which prices in a lot of that weakness and leaves the question of whether the decline is cyclical or structural. The 48/100 score and absence from any major index mean the market has little appetite for the name right now, which is exactly why the margin and returns data deserve a deeper look.
⚠ Investor warnings · 3 flagsAI-assisted·How I use AI
high
Earnings collapsing
Earnings are down 68.3% year over year and revenue is down 2.2%, so the drop is not just a revenue miss. Operating margin of 19.4% still looks healthy, which makes the cause worth checking before sizing a position.
high
Leverage and short interest
Debt to equity is 1.72 and short interest is 11.4% of float. Heavy leverage combined with notable short positioning raises downside risk if earnings keep falling.
moderate
ACCE score deteriorating
The ACCE score fell from 57 to 48 over 90 days, with momentum scoring just 23 out of 100. Insiders sold $0.69M and bought nothing in the last 10 disclosed transactions.
AI research notes
AI-assisted·How I use AIWritten Oct 21, 2026 · figures from 2026-06-30 · prices to Oct 23, 2026
Why it could do well
Free cash flow of $441M over the last twelve months gives the stock a 9.8% free cash flow yield, a strong cash return at this price.
At a forward P/E of 9.0x against a sector median of 27.3x, the shares look cheap next to peers, and the 4.2% cut in diluted share count helps per-share value.
The company beat its latest earnings estimate, reporting $0.89 per share against $0.82 expected, an 8.5% surprise, and the analysts' mean price target sits 20.2% above the share price.
Why it could disappoint
Revenue fell 2.2% year over year, well below the 2.6% average annual growth over five years, so the top line is slipping.
Debt to equity of 1.72 means the balance sheet carries heavy borrowing, and return on invested capital of 9.9% is modest for that load.
Each chip shows the exact figure and where it comes from. A claim without a source is not published.
Next results
Nov 5, 2026
We update the fair value about 2 days after the results, once the new figures are filed.Add to calendarGoogle
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Valuation
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Where VNT's valuation models land
Price
$34.36
Model fair value
$38.54
Model range
$23.82 to $62.24
Fair value $38.54
Price $34.36
The price sits inside the model range.
Model
Fair value
Upside
Discounted cash flow
Dividend discount
EV/EBITDA comparison
Graham number
P/E comparison
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Quality
INVESTOR
Quality and conviction INVESTOR FEATURE
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+Conviction breakdown and growth / value / quality / momentum scores