Added to YB: 2026-09-30
Pitch date: 2026-09-25
EUX.DE [bullish]
Eckert & Ziegler SE
+0.33%
current return
Author Info
No bio for this author
Company Info
Eckert & Ziegler SE manufactures and sells isotope technology components in Europe, North America, Asia, and internationally.
Market Cap
EUR 785.3M
Pitch Price
EUR 12.28
Price Target
25.00 (+103%)
Dividend
1.75%
EV/EBITDA
7.74
P/E
15.79
EV/Sales
2.30
Sector
Health Care Equipment and Supplies
Category
value
Eckert & Ziegler: The Pick-and-Shovel Supplier of the Radiopharma Boom – Finally at a Fair Price
EUX.DE: Eckert & Ziegler is a cash-rich, leading independent radiopharma supply-chain supplier trading near 14x expected earnings, roughly half its historical multiple. Assuming 8% annual EPS growth and a 23x fair P/E yields about €25 in three years and a 29% annual return including the ~2% dividend. Lu-177 and CDMO are growing rapidly, but generator competition and the ambitious second-half guidance are material risks.
Read full article (9 min)