Vontier's ROCE trend is worrisome. Despite reinvestment for growth, stagnant sales are alarming. Market anticipates improvements, but if trends persist, it's unlikely to be a future multi-bagger.
Despite EV transition concerns, parts of Vontier's business could benefit. The CEO believes their 'Repair Solutions' is well positioned for this shift. The slow pace of EV transition and repair outlook give a positive view on Vontier stock.
Despite concerns over Vontier's future in the era of electric vehicles, their diversified offerings and planned EV charging expansion are commended. Along with their commitment to the Danaher Business System and promising sales forecast, they are an appealing stock investment.
Vontier's diminishing returns and lack of sales improvement amid reinvestment might not make it a potential multi-bagger. The underlying data trends also suggest doubt on substantial future returns.
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