Added to YB: 2024-05-08
Pitch date: 2024-05-07
ROG.SW [bullish]
Roche Holding AG
+47.22%
current return
Author Info
Slow Turtle is an investment manager who invests in moats, special sits, commodities, deep value, and all caps. Sign up for the newsletter.
Company Info
Roche Holding AG engages in the pharmaceuticals and diagnostics businesses in Europe, North America, Latin America, Asia, Africa, Australia, and New Zealand.
Market Cap
CHF 240.6B
Pitch Price
CHF 215.18
Price Target
375.00 (+18%)
Dividend
3.46%
EV/EBITDA
11.29
P/E
23.88
EV/Sales
4.21
Sector
Pharmaceuticals
Category
value
Roche Holding AG - $ROG.SW
ROG.SW: Roche weathered 75% decline in 3 blockbuster cancer drugs (Avastin, Herceptin, Rituxan), offsetting with new launches. 2nd most first-in-class/best-in-disease molecules. Clean litigation record reflects patient-centric culture. Trades near historical low multiples; valued at CHF 200-375 using historical & DCF. Currently -2SD on P/NGV. Merits portfolio inclusion.
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