Added to YB: 2025-05-12
Pitch date: 2025-05-11
WST [bullish]
West Pharmaceutical Services, Inc.
+72.35%
current return
Author Info
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Company Info
West Pharmaceutical Services, Inc. designs, manufactures, and sells containment and delivery systems for injectable drugs and healthcare products in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.
Market Cap
$24.4B
Pitch Price
$217.38
Price Target
N/A
Dividend
0.25%
EV/EBITDA
25.04
P/E
44.38
EV/Sales
7.30
Sector
Life Sciences Tools and Services
Category
growth
I also started a new position in West Pharmaceutical Services
WST (new position): Monopoly-like moat in injectable drug delivery/containment systems; patents, regulatory & distributor lock-in. Pennies-on-dollar cost = pricing power, high margins. 15% annualized EPS/FCF growth past decade. Down 40% to 5yr lows, still ~30x P/E. Aging pop tailwind; regulatory risk noted but drug-delivery moat should endure. Buying weakness.
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