Added to YB: 2026-09-18
Pitch date: 2026-09-15
EUZ.DE [bullish]
Eckert & Ziegler SE
Author Info
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Company Info
Eckert & Ziegler SE manufactures and sells isotope technology components in Europe, North America, Asia, and internationally.
Market Cap
EUR 767.2M
Pitch Price
N/A
Price Target
N/A
Dividend
1.79%
EV/EBITDA
7.54
P/E
15.43
EV/Sales
2.24
Sector
Health Care Equipment and Supplies
Category
value
Eckert & Ziegler down 60% since I sold: Is the Radiopharma thesis still intact now?
EUZ.DE: Eckert & Ziegler is a profitable radiopharma picks-and-shovels play initiated at roughly 4% of the portfolio. At ~9x forward EBIT, the valuation sits near existing earnings power while Medical offers asymmetric upside from 12-15% growth and 30%+ margins. A harsh scenario still implies roughly flat returns; the key risk is evidence that radioligand therapies serve only narrow populations or become largely unnecessary.
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