Added to YB: 2024-03-26
Pitch date: 2024-03-24
LONN.SW [neutral]
Lonza Group AG
-1.38%
current return
Author Info
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Company Info
Lonza Group AG, together with its subsidiaries, supplies various products and services for pharmaceutical, biotech, and nutrition markets in Europe, North and Central America, Latin America, Asia, Australia, New Zealand, and internationally.
Market Cap
CHF 41.0B
Pitch Price
CHF 526.26
Price Target
N/A
Dividend
0.69%
EV/EBITDA
24.38
P/E
65.09
EV/Sales
6.78
Sector
Life Sciences Tools and Services
Category
N/A
Lonza Group AG - Business overview
LONN.SW: 127yr CDMO leader, 4 biz segments. Biologics 55% rev, 37% margin. Mgmt instability risk: 4 CEOs in 5yrs. Moat: scale, switching costs, brand, know-how. Risks: CEO churn, brand loss, undisciplined M&A. Interim CEO Baehny emphasizes ROIC focus.
Read full article (7 min)