Added to YB: 2026-05-21
Pitch date: 2026-05-19
STVN [bullish]
Stevanato Group S.p.A.
+2.48%
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
$4.2B
Pitch Price
$17.32
Price Target
48.00 (+177%)
Dividend
0.35%
EV/EBITDA
15.30
P/E
29.97
EV/Sales
3.75
Sector
Life Sciences Tools and Services
Category
growth
The Healthcare Infrastructure Company With Quiet Multibagger Potential (STVN)
STVN: Injectable medicine infrastructure co w/ ~$4.8B cap. Q1 rev €273.6M (+7% YoY), high-value solutions +17% (47% of rev), gross margin 27.5%, adj EBITDA margin 23.9%. GLP-1s ~21-22% rev, biologics +15%. Strong FCF despite expansion capex. Upside from platform re-rating as biologics scale, ready-to-use systems expand, device manufacturing ramps H2 2026-2027. Risk-weighted PT ~$28 (~+61% upside). Risks: customer concentration, execution on capacity scale-up, competition from Gerresheimer/SCHOTT/West.
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