Charles Akre’s and John Neff’s 10 Stock Picks with Huge Upside Potential

2. Danaher Corporation (NYSE:DHR)

% holding in portfolio: 3.52%

Upside Potential: 21.74%

Washington-based company Danaher Corporation (NYSE:DHR) is a global science and technology innovator. The company delivers solutions in life sciences, diagnostics, and biotechnology. Its portfolio includes Cepheid, Leica Biosystems, and IDT, among others. Employing the Danaher Business System for continuous operational improvement, the company gains an advantage over its peers in the market. Its growth strategy involves mergers and acquisitions. With this strategy and a focus on essential healthcare tools and consumables, the company ensures significant value creation in high-barrier end markets.

With the lowest weight of 3.52% in the portfolio, Danaher Corporation (NYSE:DHR) may seem modest, but its inclusion warrants a deeper look into the stock’s future potential. Though there is a 1.5% decline in core revenue, the company reported growth that is better than anticipated in areas including the bioprocessing and life sciences instruments businesses. Additionally, the injection of $7 billion into strategic acquisitions and share repurchases has enabled Danaher Corporation (NYSE:DHR) to strengthen its competitive position in the market. With these investments, the company expects a growth in revenue of 3% for the full year of 2025.

A 21.74% potential gain puts it among the best of Akre Capital’s stock ideas for investors. With such high upside potential, the analysts believe in the company’s operational excellence.