Added to YB: 2025-05-28
Pitch date: 2025-05-26
WST [neutral]
West Pharmaceutical Services, Inc.
+27.84%
current return
Author Info
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Company Info
West Pharmaceutical Services, Inc. designs, manufactures, and sells containment and delivery systems for injectable drugs and healthcare products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$19.5B
Pitch Price
$209.30
Price Target
N/A
Dividend
0.32%
EV/EBITDA
22.44
P/E
40.15
EV/Sales
6.35
Sector
Life Sciences Tools and Services
Category
value
Inside West Pharmaceutical: How 74.7% of Its Business Is Locked Into Drug Pipelines With 2–3 Year Switching Barriers
WST (overview): Dominant pharma delivery components (74.7% proprietary, high-margin products) with regulatory moat - switching takes 2-3 years. Top 10 customers = 43.4% sales. Global redundancy across 3 continents. 170+ new patents in 2024, $69.1M R&D (+18.1% over 2yrs). 34.5% gross margin, 19.7% operating margin. Risk: dependence on injectable therapies.
Read full article (5 min)