Added to YB: 2025-04-25
Pitch date: 2025-04-15
BRKR [bullish]
Bruker Corporation
+16.95%
current return
Author Info
Notes From The Beauty Contest is a buy-side investor who thought it might be fun to write about stocks in their spare time and in their own way. Sign up for the newsletter.
Company Info
Bruker Corporation, together with its subsidiaries, develops, manufactures, and distributes scientific instruments, and analytical and diagnostic solutions in the United States, Europe, the Asia Pacific, and internationally.
Market Cap
$6.3B
Pitch Price
$38.59
Price Target
N/A
Dividend
0.48%
EV/EBITDA
13.94
P/E
-263.80
EV/Sales
2.37
Sector
Life Sciences Tools and Services
Category
growth
Bruker Corporation - $BRKR
BRKR: Moated scientific instruments leader with proprietary technologies in life sciences & semiconductors. Strong 10% EPS CAGR since 2008, 7% organic growth last 7 years despite headwinds. Post-acquisition margin pressure now, but targeting 125bps+ annual expansion to mid-20s. Trading <15x PE vs double-digit secular growth story. NIH/tariff fears overblown with mitigation options.
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