Professional
Added to YB: 2025-10-03
Pitch date: 2025-09-26
AVTR [bullish]
Avantor, Inc.
-5.98%
current return
Author Info
No bio for this author
Company Info
Avantor, Inc. engages in the provision of mission-critical products and services to customers in the biopharma, healthcare, education and government, advanced technologies, and applied materials industries in the Americas, Europe, Asia, the Middle East, and Africa.
Market Cap
$7.9B
Pitch Price
$11.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.06
P/E
-88.89
EV/Sales
1.74
Sector
Life Sciences Tools and Services
Category
turnaround
Avantor: A Problem Child's Redemption (Grant's)
AVTR: Life-sciences supplier at 8.4x EV/EBITDA, down 72% from 2021 peak, 60% discount to peers. New CEO/management after activist Engine Capital campaign. 85% recurring revenue, sticky pharma customers. Bioprocessing margins 25.7% vs lab solutions 11.8%. Buyout interest at 42-58% premium. Recovery play as NIH funding rises, competitors improving.
Read full article (7 min)