Professional
Added to YB: 2024-07-23
Pitch date: 2024-06-30
SRT.DE [bullish]
Sartorius Aktiengesellschaft
+7.06%
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 analytical solutions, such as biolayer interferometry systems, high-throughput screening by cytometry systems, process analytical technology and data analytics, cell selection and retrieval, live-cell imaging and analysis systems, and surface plasmon resonance systems; cell culture solutions, including bioreactors and fermenters, cell culture reagents, supplements and matrices, nucleic acid and delivery solutions, cell culture media, and cell lines and buffers; and fluid management products.
Market Cap
EUR 14.5B
Pitch Price
EUR 177.48
Price Target
N/A
Dividend
0.31%
EV/EBITDA
20.60
P/E
N/A
EV/Sales
5.45
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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