Professional
Added to YB: 2025-07-21
Pitch date: 2025-07-01
WST [neutral]
West Pharmaceutical Services, Inc.
+20.18%
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
$222.64
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
turnaround
Brasada Capital Management Portfolio Holding: West Pharmaceutical Services, Inc.
WST (holding update): Leader in injectable drug packaging/delivery systems with 90% participation in new biologics. Recent 40% drop due to temporary issues: SmartDose margin dilution, CGM contract exits (~7% of lower-margin business), and inventory destocking. Long-term growth drivers intact: biologics growth, Annex 1 regulations driving premium solutions, GLP-1 tailwinds.
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