Added to YB: 2024-07-01
Pitch date: 2024-06-30
DIM.PA [bullish]
Sartorius Stedim Biotech S.A.
+22.17%
current return
Author Info
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Company Info
Sartorius Stedim Biotech S.A. engages in the production and sale of instruments and consumables for the biopharmaceutical industry worldwide.
Market Cap
EUR 20.6B
Pitch Price
EUR 155.11
Price Target
N/A
Dividend
0.33%
Sector
Life Sciences Tools and Services
Category
value
June 2024 Portfolio Update: New Position - Sartorius Stedim Biotech S.A.
DIM.PA: German bioprocessing leader trading at discount to Danaher despite faster growth & higher ROIC. Sticky industry w/ high entry barriers & secular tailwinds. Severely punished by market due to pharma destocking, unlike Danaher near ATHs. Considering reallocation from Danaher to Sartorius for better value.
Read full article (1 min)