Professional
Added to YB: 2025-01-30
Pitch date: 2025-01-24
ERF.PA [bullish]
Eurofins Scientific SE
+21.6%
current return
Author Info
No bio for this author
Company Info
Eurofins Scientific SE, together with its subsidiaries, provides various analytical testing and laboratory services worldwide.
Market Cap
EUR 10.0B
Pitch Price
EUR 47.44
Price Target
N/A
Dividend
1.06%
EV/EBITDA
8.43
P/E
28.59
EV/Sales
1.88
Sector
Life Sciences Tools and Services
Category
value
Sequoia Strategy Composite Added On Portfolio Holding: Eurofins Scientific SE
ERF.PA added to position: Eurofins -21% in 2024 but rev +7%, adj EPS +35%. COVID testing decline & inflation hit margins. European recovery, IT projects completion to boost profits. 11% rev CAGR, 12% EPS CAGR since 2018. Trades at mid-teens fwd P/E, single-digit 2027 P/E. Compelling value, accelerated buybacks.
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