A Stock Analysis — Agilent Technologies
Sector: Healthcare Equipment
AI Verdict
Agilent trades at 18.3x next year's earnings while analysts expect nearly 39% EPS growth—cheap for the growth on offer if its consumables and software lock-in continue to drive repeat business.
Competitive Moat
Agilent dominates in laboratory instrumentation for life sciences and diagnostics, with a defensible position built on proprietary chemistries, recurring consumables, and integrated software that lock in research and clinical customers. Its extensive installed base and deep relationships with pharma and academia create high switching costs and steady demand.
Summary
Agilent stands out for its sticky recurring revenue from consumables tied to its lab instruments, driving consistent earnings growth.
Where It Stands
Agilent delivered a 5.45% one-year return with an RSI of 40.1 (cooling), and trades at 18.3x forward earnings versus the 22x healthcare sector median.
Key Metrics
- RSI: 40.1 — Neutral
- Trailing P/E: 25.3x
- Forward P/E: 18.3x
- PEG Ratio: 0.60
- Earnings Growth: +0.4%
- Revenue Growth: +0.1%
- Market Cap: $32.4B
- Dividend Yield: 0.01%
- 1-Year Return: 5.45%
- 52-Week High: $160.27
- 52-Week Low: $104.79
Analyst Consensus
22 Buy · 6 Hold · 0 Sell (28 analysts)
Bull Case
With analysts expecting 38.6% EPS growth next year and a forward P/E of 18.3x, you're getting high growth at a cheaper multiple than most healthcare peers.
Bear Case
If the P/E reverts to the sector median of 22x after growth slows, upside is capped, and an RSI at 40.1 suggests limited near-term momentum for a rebound.
Catalyst to Watch
Watch for upcoming earnings reports—if EPS guidance matches the 38.6% growth consensus, the valuation discount could close quickly.