Professional
Added to YB: 2024-07-23
Pitch date: 2024-06-30
SRT.DE [bullish]
Sartorius Aktiengesellschaft
+6.26%
current return
Author Info
No bio for this author
Company Info
Sartorius Aktiengesellschaft provides bioprocess solutions, and lab products and services worldwide. The company offers multi-parallel, benchtop, single-use, stainless steel, cell culture, rocking motion, and microbial bioreactors; software apps for bioreactors and cell culture shake flasks; fermenters; cell culture media, biolayer interferometry, microbiological testing, and fluid management products; buffers; reagents; plasmids; cellcelector flexs, incubator flowboxes, nanowell arrays, and capillaries and tips; high-throughput screening by cytometry; ultrafiltration solutions; syringe, membrane, glass and quartz microfiber, clarification, syringeless, and in-line filters; and lab chromatography, and filters and blotting papers.
Market Cap
EUR 11.7B
Pitch Price
EUR 178.24
Price Target
N/A
Dividend
0.39%
EV/EBITDA
21.83
P/E
154.33
EV/Sales
4.91
Sector
Life Sciences Tools and Services
Category
turnaround
Mar Vista Global Portfolio Holding: Sartorius Aktiengesellschaft
SRT.DE: Sartorius stock down on Q1 miss & lowered H2 guidance. Bioprocessing demand unpredictable post-COVID. Near-term lumpy, but strong secular trends & competitive position. Expect mid-teens+ intrinsic value growth from 2025. Management struggled with accuracy in forecasting demand amid industry volatility.
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