Added to YB: 2025-10-27
Pitch date: 2025-10-23
ROG.SW [neutral]
Roche Holding AG
+17.12%
current return
Author Info
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Company Info
Roche Holding AG engages in the pharmaceuticals and diagnostics businesses in Europe, North America, Latin America, Asia, Africa, Australia, and New Zealand.
Market Cap
CHF 240.6B
Pitch Price
CHF 270.50
Price Target
N/A
Dividend
3.46%
EV/EBITDA
11.29
P/E
23.88
EV/Sales
4.21
Sector
Pharmaceuticals
Category
N/A
Roche Holding (ROG Switzerland): Big pharma reliability meets the limits of its own maturity
ROG.SW (quick overview): Q3 sales +6% constant FX but missed estimates; key drugs Vabysmo, Ocrevus, Hemlibra underperformed vs legacy oncology outperforming. Mgmt raised core EPS guidance but 8% FX drag. Mid-teens P/E, 5-6% earnings CAGR vs peers at double digits. Solid but unexciting.
Read full article (2 min)