Added to YB: 2026-02-26
Pitch date: 2026-02-23
STVN [bullish]
Stevanato Group S.p.A.
-4.55%
current return
Author Info
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Company Info
Stevanato Group S.p.A. engages in the design, production, and distribution of products and processes to provide solutions for biopharma and healthcare industries in Europe, the Middle East, Africa, North America, South America, and the Asia Pacific.
Market Cap
$3.7B
Pitch Price
$16.03
Price Target
N/A
Dividend
0.40%
EV/EBITDA
14.85
P/E
26.68
EV/Sales
3.45
Sector
Life Sciences Tools and Services
Category
growth
Stevanato Group: A Picks-and-Shovels play on the rise of injectable drugs
STVN: Pure play on biologics growth (9.8% CAGR to $1T by 2033). Leader in injectable drug packaging (vials, syringes, cartridges) w/ ~15% glass container share, ~30% ready-to-use. Shifting to high-value solutions = margin expansion. Oligopoly w/ high switching costs, regulatory moats. Capital intensive but exiting CapEx cycle. GLP-1 tailwind. Valuation fell significantly.
Read full article (7 min)