CAGR - PerkinElmer: An Excellent Opportunity
Investment Thesis
PerkinElmer (PKI) maintains an attractive portfolio of analytical and diagnostic solutions for several industries. The name is 82 years old but the last ten years have majorly reshaped the firm. During this period the firm has significantly extended its portfolio by making several acquisitions and expanding its analytical solutions base. Although the top line grew at a modest pace of 6.7% cagr, PerkinElmer has firmly established a highly sustainable company. Broadly, the portfolio has active exposures in the life sciences market, environmental, food, and industrial markets and typically attains high single-digit